Create Professional Presentations
Transform your portfolio data into professional investment committee slides
Manage Your Calendar
View, schedule, and manage meetings and events with Google Calendar integration
AI Email Drafter
Create professional emails with AI assistance and save directly to Gmail
Automation Center
Monitor and control AI agent automations, view execution status, and request new automations
AI Agents Status
Portfolio Overview
View Detailed AnalyticsRisk Management Dashboard
Portfolio VaR (95%)
-$2.1M
-3.2% of AUM
Max Drawdown
-8.4%
vs -12% limit
Sharpe Ratio
1.34
vs 1.0 target
Volatility (30d)
14.2%
vs 18% limit
Value at Risk & Stress Testing
Asset Correlation Matrix
Risk Limits Status
Concentration Risk
Risk Alerts
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