AI Financial Analyst For
Investment Professionals
Embrace the transformative power of contextual AI.
Datapher's AI Investment Analyst helps you cut through the noide and elevates portfolio management by automating research and analytical tasks, allowing you to focus on high-impact decisions.
Backed By
Our Vision
Datapher AI seeks to empower financial professionals with agentic tools that streamline research and analysis, trading, risk, and compliance, enhancing efficiency and driving innovation. Our AI Investment Analyst marks the beginning of this transformative journey.
Our Mission
Our mission is to eliminate the time investment professionals spend on manual tasks by 80% so that they can better focus on what matters: alpha-generating strategies.
Our Product Features
Built by investment professionals for investment professionals.
Your 24x7 Analyst powered by Contextual AI.
On The Fly Queries
With contextual AI, transform historical market data into actionable insights, answering your most demanding and labour-intensive research questions with efficiency.
Market Catch-up & Event Calendar
Understand the market's influence on your portfolio through our concise 5-minute audio-visual market summary. Optimise your investment strategy with a tailoured financial calendar.
Model Updation & Quant Analysis
Streamline the process of updating fundamental valuation models on earnings announcements, and automate the periodic validation of quantitative models.
Portfolio & Risk Reporting
Generate and customise monthly portfolio performance and risk reports effortlessly, saving you time for idea generation.
Datapher AI vs. GPT
*These evaluations are based on the FinanceBench benchmark as introduced in the paper FinanceBench: A New Benchmark for Financial Question Answering. The results utilise a subset of 100 questions from a pool of 150 test questions. We assume they employ a uniform sampling strategy to select the test queries, ensuring that all resulting performance estimates are unbiased.
Our Technology
Using contextualised Retrieval Augmented Generation and Large Language Models, we have embedded our proprietary self-learning knowledge graph to ensure outputs are fast, reliable and actionable in near real time.
Near Real Time Data
Our technology gives you access to near real time data and allows you to take better decisions.
Reliability Indicators
Each of our outputs have reliability indicators to address hallucination concerns and give you confidence in our responses.
Knowledge Graph
Our proprietary self-learning knowledge graphs give you more accurate information related to your portfolio.
User Adaptive Learning
Our Agentic Analyst continuously learns the style and preferences of the user to provide pertinent insights.
Meet the Team
Our team has over four decades of experience in financial services & technology.
Mitesh Tank, CFA, CQF
CEO
Technologist turned Portfolio Manager with 20 years of experience in Financial Services.
Roma Singhal
CBO
Medical professional turned fintech sales leader. Roma has led sales functions at start-ups, scale-ups and established firms.
Dr. Zhongtian Sun, PhD
CTO
PhD in AI with leadership in cutting-edge areas like LLMs, Knowledge Graphs, Deep Learning, NLP, and Multimodal Learning.
Built by ex-portfolio managers and technology professionals from
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In Partnership With
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What is Datapher AI?Datapher AI’s first product is an agentic financial analyst, at 1/10th cost of an entry-level analyst, that helps investment professionals make more informed decisions quickly This tool performs manual tasks such as data collection, cleaning, and summarization, providing on-the-fly answers, risk and portfolio reporting, news summary related to the portfolio, and more.
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For whom is this platform most useful?Buy-side investment professionals, such as portfolio managers, looking to spend more time on alpha-generating strategies.
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How is Datapher AI better than other tools?Self-learning knowledge graph, reliability score generator, and continuous user preference learning technologies enable Datapher AI to stay at the frontier of AI innovation. Our product represents the highest level of the GenAI maturity model.
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How do we use your data?We don't. You have complete control over your data, none of which is used for internal purposes or training. Datapher AI is built to keep both publicly-accessible and proprietary information as secure as possible. If you would like to learn more, please see our Data Proetction Policy.
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How much does Datapher AI cost?Our MVP is set to release in August 2024. Please contact us at info@datapher.ai to learn more.
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