How It Works
Visually compare your portfolio data against AI-generated analysis and forecasts for complete transparency
Get deep insights into your investments and optimize your portfolio with our no-code AI agent.
Visually compare your portfolio data against AI-generated analysis and forecasts for complete transparency
Read what our customers are saying
"We had tried all the financial report extraction tools and Energent.ai gave us the most accurate results."
"Energent.ai's advanced multimodal Al delivers where other approaches fail. Complex financial documents require this fusion of sight and language."
"It's far better than other tools! Our financial analysts are able to triple their outputs."
"Energent.ai outperformed 10+ other parsers in our benchmarks, delivering top-tier financial data parsing accuracy with the fastest multimodal LLM solution—all while maintaining exceptional performance."
"As an AI educator, I seek SOTA solutions for my ML practitioner students. Energent.ai enhances retrieval accuracy... an innovative tool for any financial analysis pipeline!"
"I am impressed by Energent.ai's innovation in the space of AI and LLM... and their open-source products out of those innovations."
"I have validated the quality of Energent.ai's parsers far beyond traditional OCR tools... Looking forward to using this in our future projects."
Comprehensive AI solutions that work seamlessly across your existing technology stack
Unified AI assistant that aggregates and contextualizes data across your brokerage accounts, market data feeds, and financial documents.
Real-time dashboards with candlestick charts, heatmaps, and performance graphs that transform portfolio data into actionable intelligence.
Automates repetitive tasks like performance reporting, rebalancing calculations, and news sentiment analysis.
Transforms unstructured data from financial reports, news articles, and filings into structured datasets for reliable analysis.
AI improves its market predictions and risk assessments by learning from historical market data and your investment strategy.
Live monitoring of market movements, portfolio value, and instant alerts for significant events or anomalies.
Specialized AI solutions tailored for different investment strategies and asset classes
Deep-dive analysis of stock portfolios with enterprise-grade security.
Accelerates bond and credit portfolio workflows with no-code solutions.
Specialized analysis for real estate, private equity, and commodities.
Common questions about AI for portfolio analysis and how Energent.ai provides the best solutions
Join the investors and analysts already saving time and improving returns with AI teammates that work on real desktops