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Your AI Portfolio Analyst

Ask questions in plain English. Get institutional-grade analysis on your S&P500 portfolio — factor scores, insider activity, stress tests, trade recommendations in seconds.

Explore Features How It Works
503
S&P500 Stocks Scored
27
Factor Sub-Signals
10
Institutional Funds Tracked
Real-Time
Portfolio Context

Talk to Your Portfolio

Nexus Sage understands your positions, scores, trades and risk — ask anything, get actionable answers

Nexus Sage
● Live · Connected to portfolio
Nexus AI
You
Compare AAPL vs MSFT and tell me which is the better entry right now
Nexus Sage
MSFT wins on composite score (0.4376 vs 0.4207) driven by a 3x cheaper valuation (P/E, P/B, EV/EBITDA). AAPL's only edge is momentum (0.2438 vs -0.0056 for MSFT) — but it's moderate, not extreme.

Both carry Piotroski F-Score 7/9 and strong Altman-Z (AAPL 33.4 · MSFT 16.6 — both deeply safe). MSFT is the quant-preferred entry on risk/reward. Suggest sizing ~2.3 shares (~$1K position).

No insider activity flagged for either in the 90d window.
You
Add MSFT as a long candidate
Nexus Sage
✅ MSFT added to Approved Candidates (long) — ready for execution review. Current composite rank #144 in S&P500 universe.

What Nexus Sage Can Do

An AI analyst that knows your portfolio as well as you do — and never sleeps

Factor Score Analysis

Deep dive into any S&P500 ticker — momentum, value, quality, growth, Piotroski F-Score, Altman Z-Score. 27 sub-signals explained in plain English.

Ticker Comparison

Ask "AAPL vs MSFT" and get a structured factor-by-factor breakdown with a clear quantitative recommendation and suggested position size.

Trade Actions

Sage doesn't just talk — it acts. Add candidates, open/close positions, trigger portfolio optimization directly from the chat interface.

Risk Intelligence

VaR 95%/99%, Beta vs SPY, stress test scenarios (crash -20%, rate shock, bull run) — Sage interprets all of it in context of your live portfolio.

Insider & 13F Flow

SEC EDGAR Form 4 insider transactions and 13F institutional holdings from Blackrock, Vanguard, Citadel, Millennium and 7 other top funds — all in context.

Export to PDF

Every Sage analysis can be exported as a professional PDF report — clean, branded, institutional-quality. One click from the chat.

How Nexus Sage Works

Every answer is grounded in live portfolio data not hallucinated from training data

Live DB Context
Positions, scores, trades, insiders, 13F injected at query time
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Your Question
Natural language — no syntax, no commands
→
Nexus AI
Advanced reasoning model optimized for speed and accuracy
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Action Parser
Detects and executes portfolio actions automatically
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Structured Answer
Tables, verdicts, trade sizes — exportable to PDF

Powered by a 27-Factor Engine

Institutional-grade scoring rebuilt from scratch — running daily on all 503 S&P500 constituents

Momentum

Ret 1m/3m/6m/12m · RSI 14 52-week high proximity

Value

P/E · P/B · EV/EBITDA · 52-week low proximity

Quality

Sharpe · ROE · Debt/Equity · Current Ratio

Growth

Price slope · Revenue growth · EPS growth

Piotroski F-Score

9-point financial health score via balance sheet signals

Altman Z-Score

Bankruptcy risk Safe / Grey / Distress classification

Institutional Risk Management

Circuit breakers, VaR, Beta, stress tests — Sage knows your risk posture at all times

Circuit Breakers

Automatic monitoring of max drawdown, position concentration, gross exposure and position count with real-time event logging.

VaR 95% / 99%

Historical simulation Value at Risk computed daily from 252 days of price data — weighted by your actual portfolio positions.

Stress Tests

5 scenarios: Market Crash -20%, Bear -10%, Rate Shock, Sector Rotation and Bull Run +15% — simulated PnL and NAV impact on demand.

Sage Never Forgets

Persistent memory across sessions pick up exactly where you left off

  • Inter-session memory
    Last 20 messages restored automatically on login full conversation continuity.
  • Live data refresh
    Every query injects fresh positions, scores and trades — Sage always sees your current state.
  • Action execution
    Sage parses intent and fires real portfolio actions — add candidates, open/close via Alpaca, optimize with MVO.
  • One-click PDF export
    Export any analysis as a professional PDF — branded, institutional-quality, timestamped.

Ready to Talk to Your Portfolio?

Nexus AI is live inside Nexus Sage — available now for all users. No setup, no prompts to learn.

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