AI-Powered · Quant Analysis

Invest smarter
with AI-driven
analysis

Multi-stage quant scoring, smart money tracking, and GPT-powered portfolio decisions — all in one terminal.

Get Started See how it works
5 stages
Analysis pipeline
50+ tickers
Screened per run
10 picks
Top recommendations
What we do

Every edge, quantified

From momentum signals to dark pool activity — Portfolio Hub synthesizes data that takes hours to gather manually.

📈
Investor Scoring
Period-adaptive momentum, valuation multiples, and fundamental quality scores — combined into a single investability signal.
🛡️
Risk Analysis
Macro regime detection, sector concentration caps, and per-position drawdown tracking keep your portfolio protected.
📰
News Sentiment
Real-time news aggregation scored for bullish/bearish tone, with macro overlay from central bank and economic headlines.
🐋
Smart Money Tracking
Options flow, dark pool divergence, and institutional direction signals — the same data used by professional traders.
🤖
GPT Portfolio Agent
A reasoning model synthesizes all signals and generates an allocation plan with clear BUY, HOLD, TRIM, and SELL decisions.
🌍
Multi-language Reports
Full analysis reports and news translated into your preferred language — accessible to investors worldwide.
The process

Five stages.
One decision.

Every run executes a deterministic pipeline — no black boxes. You can see exactly why each stock was recommended.

01
Investor Screener
Scans 50+ TSX candidates, ranks by technical momentum, valuation, and fundamental quality.
02
Risk Analyst
Assesses macro conditions, sector exposure, and portfolio-level risk before any buy decision.
03
News Analyst
Reads and scores recent news for each ticker and the broader market. Flags material catalysts.
04
Smart Money Agent
Detects options lean, dark pool signals, and institutional direction across all positions.
05
Portfolio Agent
GPT synthesises all signals and outputs a complete allocation plan with target prices and exit rules.
Live composite scores
RY.TO — Royal Bank
0.78
CNQ — Cdn Natural
0.71
SU — Suncor
0.65
TD.TO — TD Bank
0.58
BNS.TO — Scotiabank
0.34
Portfolio Agent Decision
ADD RY.TO · HOLD CNQ · TRIM BNS.TO
Deploy $4,200 · Reserve $1,800
Why Portfolio Hub

Built for serious retail investors

90+
Days of fundamental snapshots
Every run persists per-ticker OHLCV history and fundamental data locally — building a backtest-ready dataset over time.
100%
Transparent reasoning
Every score is broken down by stage. Every decision is explained in plain language. No black boxes.
Multi
Market & period support
TSX and US markets. Short, medium, and long investment horizons — each with calibrated momentum and exit thresholds.
Auto
Exit rules enforced
Hard loss-side TRIM/SELL overrides and gain-triggered rebalancing are applied algorithmically before GPT commentary.

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