Engineered AI for Investment Insights

AI that understands financial data, reasons across markets, and turns evidence into actionable investment insights

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An investment professional at a workstation running Eldarion

One platform for every investment workflow. Research, screening, portfolio construction and client reporting run on the same models, the same data and the same audit trail.

Engineered to elevate your entire team.

An agent resolving a question: planning, analysing the data, researching, reviewing and writing the answer

Agents

Ask anything across thousands of pages and get back answers formatted for finance, every response cited to the source.

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An equity research pipeline on the workflow canvas: a company ticker feeds a research agent that runs company snapshot, 5Y price history, news and sentiment and deep research in parallel, then Python price-action metrics, a report-writer agent and a PDF report

Workflows

Agents carry a full workflow end to end, drafting, allocating, monitoring and reporting, with every action logged and signed.

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A portfolio opened on its allocation tab: sector tilt against SPY, the sector weights broken out, and valuation against the index

Portfolio

Positions arrive from your custodians every morning. Ask any portfolio in plain words and the answer comes back with the numbers behind it.

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The quarterly committee review, drafted and open in the viewer: the answer with performance against the MSCI Europe NR, the risk and IPS checks and the sources every figure came from, and alongside it the pack itself, ready to download

Reports

Committee packs, client reviews and mandate letters, drafted and linked to source.

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Works with the tools your team already uses

Use Eldarion in:

  • Web browser

  • Excel

  • Word

  • PowerPoint

  • Outlook

  • Email

Pull context from:

  • SEC filings

  • 12

    Twelve Data

  • Earnings transcripts

  • Web

  • Financial news

  • European filings

  • Office 365

  • Morningstar

  • Financial Modelling Prep

  • Australian and NZ filings

  • IMF / World Bank data

  • Central banks

  • eu

    Eurostat

  • Canadian filings

  • cb

    Crunchbase

  • Asian filings

  • Your own APIs

Solving complex and repetitive problems across the entire financial sector in hours, not days!

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