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AI Tools for Portfolio Managers
AI tools that help portfolio managers track holdings, research securities, monitor macro events, and generate client-ready performance reports.
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TickerPriceP/e
NVDA$875.4065.2x
MSFT$412.3035.4x
AAPL$189.5029.1x
AMZN$188.2061.2x
GOOGL$174.8026.3x
Real-time · NASDAQ & NYSE · Apr 3 2026
Real-time holdings monitoring
Track live prices, fundamentals, and performance metrics for your entire book. Get intraday data and historical comparisons to monitor drift against benchmark targets and flag positions that need attention.
Give me a snapshot of my semiconductor overweight — NVDA, AMD, ASML, and TSMC. Show current price, P/E, forward P/E, and YTD return.
NVDA: $875.40, P/E 65.2x, fwd P/E 38.1x, YTD +82%. AMD: $178.20, P/E 40.1x, fwd P/E 28.4x, YTD +18%. ASML: $1,024.50, P/E 47.3x, fwd P/E 35.2x, YTD +24%. TSMC: $148.30, P/E 27.4x, fwd P/E 20.1x, YTD +58%.
ToolRouter get_quote
TickerPriceP/e
NVDA$875.4065.2x
AMD$178.2040.1x
ASML$1,024.5047.3x
TSMC$148.3027.4x
Real-time · Apr 3 2026
SEC filing research
Pull 10-K, 10-Q, and 8-K filings directly from EDGAR for any US public company. Extract revenue segments, guidance, risk factors, and management commentary without manually downloading PDFs.
Get the most recent 10-K for Nvidia. Summarize the datacenter segment revenue, gross margin trend over 3 years, and top 3 risk factors cited by management.
Datacenter segment FY2024: $47.5B (+217% YoY). Gross margin: FY2022 64.9% → FY2023 56.9% → FY2024 73.8%. Top risks: (1) customer concentration — 3 hyperscalers >20% of revenue each, (2) ASIC alternatives from Google TPU and Amazon Trainium, (3) US export controls on H100/A100 to China.
ToolRouter search_filings
Datacenter Revenue
$47.5B · +217% YoY · 78% of total revenue
Gross Margin
FY22: 64.9% → FY23: 56.9% → FY24: 73.8%
Risk: Concentration
3 hyperscalers each >20% revenue — single-customer risk
Risk: ASIC Competition
Google TPU and Amazon Trainium cited as alternatives
Risk: Export Controls
H100/A100 restrictions to China — 15–20% revenue exposure
Macro calendar and event tracking
Stay ahead of market-moving events. Monitor FOMC decisions, CPI releases, earnings surprises, and IPO pipelines so you are never caught off-guard by a Fed announcement that moves your book.
What are the most market-moving economic events for the next two weeks? I need FOMC, CPI, PCE, and S&P 500 earnings for companies over $100B market cap.
Next 14 days: CPI release (Apr 10, consensus +3.2% YoY), FOMC minutes (Apr 10), PPI (Apr 11), retail sales (Apr 15). Mega-cap earnings: JPMorgan (Apr 12, est. EPS $4.17), Goldman Sachs (Apr 15), Netflix (Apr 18, est. EPS $5.68), TSMC ADR (Apr 18).
ToolRouter search_events
Apr 10
CPI Inflation (consensus +3.2% YoY) + FOMC Minutes
Apr 11
PPI Producer Price Index
Apr 12
JPMorgan Q1 Earnings (est. EPS $4.17)
Apr 15
Goldman Sachs Earnings + Retail Sales
Apr 18
Netflix Q1 Earnings (est. EPS $5.68) + TSMC ADR
Performance attribution charting
Generate clean charts comparing portfolio vs benchmark performance for client reports and IC presentations. Visualize sector attribution and track performance over custom time periods.
Chart the 12-month total return of my portfolio (NVDA 15%, MSFT 12%, BRK.B 10%, BND 20%, GLD 8%) versus SPY. Show monthly bars with a cumulative line overlay.
Generated a dual-axis chart. Your portfolio returned +34.2% vs SPY +26.3% over 12 months. NVDA and MSFT drove the outperformance. BND and GLD dragged in Q1 but provided cushion during the August drawdown.
ToolRouter get_history
PositionWeight12m return
NVDA15%+82%
MSFT12%+14%
BRK.B10%+28%
BND20%+5%
Portfolio +34.2% vs SPY +26.3%
ToolRouter create_chart
Portfolio
SPY
Thematic investment research
Commission synthesized research reports on investment themes — AI infrastructure, EM currency risks, US regional bank exposure, or energy transition capex. Get cited, multi-source reports in minutes.
Write a research note on the investment implications of AI data center buildout through 2026 — power consumption, cooling infrastructure, semiconductor supply, and key equity beneficiaries.
US data center power demand projected to hit 35GW by 2026 (+80% from 2023). Top equity themes: (1) power infrastructure (VST, CEG, NRG), (2) liquid cooling (VRT, GNRC), (3) semiconductor tooling (AMAT, LRCX), (4) copper wiring (FCX, STLD). Key risk: grid interconnection delays of 3–7 years in key markets.
ToolRouter research
Power Demand
35GW US DC capacity by 2026 (+80% from 2023)
Power Infrastructure
VST, CEG, NRG — grid supply beneficiaries
Cooling (liquid)
VRT, GNRC — liquid cooling adoption accelerating
Key Risk
Grid interconnection delays 3–7 yrs in constrained markets
Regulatory enforcement screening
Before initiating a position, screen for SEC or FINRA enforcement history against company management. Flag any recent civil charges, consent orders, or fines that pose headline or legal risk.
Search for any SEC enforcement actions against Block Inc (formerly Square) or its executives in the last 3 years.
Found 1 relevant action: SEC investigated Block's Cash App for BSA/AML compliance failures (2023). No charges filed against executives, but a $80M settlement with FinCEN in Jan 2024. No open SEC enforcement actions as of current data.
ToolRouter search_actions
FinCEN Settlement (Jan 2024)
$80M BSA/AML settlement — Cash App
SEC Investigation (2023)
Closed — no charges filed against executives
Open SEC Actions
None as of Apr 2026
FINRA Actions
None in past 3 years
Ready-to-use prompts
Holdings snapshot with fundamentals
Get current price, P/E ratio, forward P/E, dividend yield, and YTD return for these tickers: AAPL, MSFT, BRK.B, JPM, JNJ, PG. Include SPY as benchmark.
Pull 10-K filing summary
Find the most recent 10-K for Meta Platforms (META). Extract: total revenue by segment, operating margin, free cash flow, share buyback activity, and the top 5 risk factors listed by management.
Macro event calendar for next 30 days
Show all major economic events for the next 30 days: FOMC meetings and minutes, US CPI, PCE, GDP, non-farm payrolls, and any scheduled Treasury auctions. Include consensus estimates where available.
Multi-asset performance chart
Create a line chart showing the 3-year price performance of SPY, AGG, GLD, and BTC-USD. Normalize all series to 100 at the start date so I can compare relative performance.
Sector thematic research note
Research the investment thesis for US defense spending growth in 2025–2026. Include NATO spending commitments, top prime contractors ranked by backlog size, and key tail risks to the thesis.
World Bank economic indicators
Pull GDP growth rate, inflation rate, and current account balance for the US, Eurozone, China, and Japan for 2022, 2023, and 2024 from World Bank data.
SEC enforcement check on management
Search for any SEC or FINRA enforcement actions against Coinbase Global (COIN) or its C-suite executives over the last 5 years. Include any settled and pending cases.
Crypto market cap overview
Get current prices, 24h volume, market cap, and 30-day returns for BTC, ETH, SOL, and XRP. Include total crypto market cap and Bitcoin dominance percentage.
Tools to power your best work
World Economy16000+ World Bank indicators & data
Generate ChartTurn data into chart images fast
SEC FilingsSEC EDGAR filings & financial data
Deep ResearchAI research reports with citations
Stock MarketQuotes, history & analyst insights
Finance DataMarkets, rates, commodities & macro
Regulatory ActionsSEC, CFPB, FDIC & Federal Register
Economic CalendarEarnings, IPOs, FOMC & events
165+ tools.
One conversation.
Everything portfolio managers need from AI, connected to the assistant you already use. No extra apps, no switching tabs.
Weekly investment committee prep
Every Monday, refresh portfolio performance data, pull the macro event calendar, and generate a concise one-page brief for the IC meeting.
New position due diligence
Before initiating a new equity position, pull filings, research the competitive landscape, and screen management for regulatory history.
Quarterly client report generation
Automate the quarterly client performance pack: pull returns, build charts, and compile macroeconomic context commentary.
Frequently Asked Questions
Does the stock market tool provide real-time data or end-of-day prices?
The Stock Market tool provides real-time quotes during market hours with a 15-minute delay for most exchanges, and full end-of-day data for all global exchanges. It is best suited for fundamental research, monitoring, and portfolio reporting rather than high-frequency execution.
Can I pull historical financial statements from SEC filings?
Yes — the SEC Filings tool searches the full EDGAR database and can retrieve any historical 10-K, 10-Q, or 8-K filing going back to 1993 for US public companies. You can extract specific sections like MD&A, financial statements, or risk factors from any filing.
How far ahead does the economic calendar look?
The Economic Calendar tool provides forward-looking data for the next 90 days and historical event data going back several years. It covers earnings releases, central bank decisions, major economic indicators for G20 countries, and the full IPO pipeline.
Can these tools generate Excel-compatible output for financial models?
All structured data can be exported to Excel using the Excel Tools tool. Pull stock data, financial statement data, or economic indicators and pipe them directly into a spreadsheet with formulas, formatting, and charts applied.
Is Deep Research useful for writing investment memos?
Deep Research synthesizes multiple sources — academic papers, news, filings, and economic data — into a single cited report. It is well-suited for first-draft sector analyses, thematic research notes, and the macroeconomic commentary sections of client quarterly letters.
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