AI Insights Platform

AI purpose-built for investing

aisot brings AI into every step of your investment process, from analyzing your universe to monitoring your portfolios. Our agentic AI works alongside your team, while your team sets the direction and makes the decisions.

01 / 04 The challenge

Margins are under pressure, clients expect portfolios built for them, and everyone is asking what you're doing with AI.

Most tools on an investor's desk were built for research and reporting, not for deciding. aisot closes that gap. Our solution sits on top of your existing systems and doesn't replace Bloomberg or your stock selection.

AI for finance needs deep expertise in both AI and markets. As an ETH Zurich spin-off, our team brings both, so AI is rigorously tested and safely deployed in a high-stakes environment.

02 / 04 How it works

Analyze, optimize, decide: in minutes instead of days

  1. 01

    Define

    You set the universe, constraints and your own views.

  2. 02

    Analyze

    AI continuously analyzes your universe and portfolio, generating estimated returns and sentiment signals and flagging emerging risks.

  3. 03

    Construct & optimize

    Your views and our AI-driven quantitative insights and risk engine optimize your live portfolios, not just backtests. You get exact buy and sell quantities, plus backtest and attribution.

  4. 04

    Decide

    Your team reviews the proposed trades, does its due diligence and makes the call.

  5. 05

    Monitor & report

    Agentic AI tracks drift, explains position changes and drafts client commentary.

03 / 04 What you get

Built for finance, grounded in financial theory

Covering Swiss, European, US, UK and Indian markets, across equities, ETFs (bonds, alternatives) and digital assets.

01

Sharper insights

See what matters, earlier.

  • A focused shortlist of opportunities and risks from your entire universe and portfolio
  • Estimated returns from AI-driven quantitative models: weekly, monthly, quarterly and yearly
  • News sentiment, using only information available at each point in time
  • Models retrained daily

02

Portfolio decisions

From view to trade, with you in control.

  • Optimized live portfolios with exact buy and sell quantities, while your team does its own due diligence and approves every trade
  • Fully systematic or quantamental: your views, our sizing and risk budgeting support
  • Out-of-sample, point-in-time backtests
  • Transparent attribution, factor by factor

03

Agentic AI

The work around the decision, not the decision itself.

  • Agents monitor portfolios and flag drift
  • They explain what moved and why, in plain language
  • They draft client-ready commentary for your review
  • Grounded in your portfolio data, with guardrails against hallucinations
  • Agents prepare, your team decides

04

Expertise

Experts in markets and AI.

  • ETH Zurich spin-off with ongoing research collaboration with ETH
  • Deep expertise in financial markets and AI, in one team
  • Specialists who support you from setup to live use

04 / 04 Related

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