Meet Your AI Team
Each agent focuses on one part of the problem, then their outputs are combined into a single recommendation.
Our AI multi-agent team analyzes your real portfolio across research, risk, tax, and allocation to deliver one clear next step.
Each agent focuses on one part of the problem, then their outputs are combined into a single recommendation.
Optimizes allocation relative to your target weights and long-term goals.
Evaluates position-level fundamentals, sector exposure, and concentration risk.
Assesses duration, yield curve sensitivity, and credit exposure.
Interprets macro regime shifts and policy changes affecting your holdings.
Stress-tests your portfolio across drawdowns, volatility spikes, and rate shocks.
Identifies harvesting, asset location, and after-tax return improvements.
ChatGPT just explains. 8FIGURES makes portfolio decisions using your holdings, market data, and specialist agents.
Blind to your holdings
Reactive: answers only what you ask
One generalist model and one style of reasoning
No task routing
Not grounded in market databases; can invent specifics
Portfolio-aware across all connected accounts
Proactive advice based on your always-updated portfolio
Specialist AI team: research, risk, planning, and tax
The most suitable reasoning model is selected for each task automatically
Powered by financial market databases and portfolio analytics
Each financial task is routed to the most capable reasoning system — including frontier AI models and proprietary financial engines.
Managing your investments has never been easier!
Bank-level security protocols, military-grade encryption (AES-256), and strict access controls ensure that even our team can’t access your financial data without your explicit approval.