AgentLab

Your AI Co-CIO

Natural language portfolio construction. Ask complex investment questions and get institutional-grade analysis in seconds, not hours.

Schedule Demo

Primary User: Portfolio managers, analysts, investment-focused advisors
Core Function: Conversational portfolio construction and optimization
Time Savings: 15+ hours/week on portfolio analysis

Every output includes full data sourcing and calculation transparency.

Mean-variance optimization with custom constraints
Risk parity, minimum volatility, maximum Sharpe
Custom objectives: income focus, ESG tilt, tax efficiency
Constraint support: sector limits, position caps, turnover budgets

Optimize this portfolio for maximum Sharpe ratio with no more than 25% in any sector

Thought for 6s

0.33▲ 0.06Sharpe vs current 0.27 · volatility 14.2% to 12.1%

5%6%7%8%9%6% volatility10%14%18%

No cap25% cap

Max Sharpe0.33Risk parity0.32Min volatility0.21

Current0.27

ObjectiveMax SharpeIncomeESG tiltTax efficiency

ConstraintsSector ≤ 25%Technology 38 → 25%Position ≤ 8%NVDA 9.1 → 8.0%Turnover ≤ 20%14.2% used

Schedule Demo

Test strategies across 50+ years of historical data
Stocks, ETFs, crypto, multi-asset portfolios
Rolling return analysis, drawdown visualization, calendar year performance
Benchmark comparison against S&P 500, 60/40, or custom indices

Backtest a 70/30 QQQ/TLT portfolio from 2010-2024 and show me max drawdown vs. S&P 500

QQQ 70%TLT 30%· rebalanced each January · $100,000 start

End value$726,200S&P 500 $693,700

CAGR14.1%S&P 500 13.8%

Max drawdown−32.7%S&P 500 −25.4%

Worst year−32.2%2022 · S&P 500 −18.2%

70/30S&P 500$400k$200k$100k

Worst · Nov 2022−32.7%0%−15%−30%

2010201420182022Range · any start from 1970

Hypothetical backtest, not the performance of any account · Source · Intrinio · month-end total return · Jan 2010 to Dec 2024 · dividends reinvested, no fees or taxes

Schedule Demo

Natural language security screening across 10,000+ tickers
100+ fundamental filters: P/E, ROE, dividend yield, debt ratios, growth metrics
Technical filters: RSI, moving averages, volume patterns
ETF screening by expense ratio, AUM, and sector exposure

Find large-cap tech stocks with P/E under 20, 5-year revenue CAGR above 15%, and positive free cash flow

Thought for 4s

Screen results: 4 matches of 10,418 US-listed tickers: MU, FSLR, SMCI and TSM
Ticker	Name	Mkt cap	P/E	CAGR 5y	FCF TTM	RSI 14	vs 200d
MU	Micron TechnologyRSI 14 58 · +12% vs 200d	$184B	11.8	16.9%	$8.4B	58	+12%
FSLR	First SolarRSI 14 44 · −3% vs 200d	$26B	14.2	17.8%	$1.1B	44	−3%
SMCI	Super Micro ComputerRSI 14 61 · +8% vs 200d	$31B	16.4	47.2%	$1.3B	61	+8%
TSM	Taiwan SemiconductorRSI 14 55 · +6% vs 200d	$1.21T	19.6	22.4%	$31.2B	55	+6%

Schedule Demo

Stress-test portfolios against custom market scenarios
What-if modeling for rates, equity drawdowns, and inflation shocks
Correlation analysis and factor exposure breakdowns
Monte Carlo simulation for retirement planning scenarios

Stress-test this portfolio against a 20% equity drawdown and rising interest rates

Thought for 7s

Custom scenario· Chen household · $2.40M

Equities −20%Rates +100 bpInflation shock · off

−$412,440−17.2% of $2.40M · bonds lose too, so nothing offsets

VTI30%−$144,000 · −20.0%

QQQ15%−$86,400 · −24.0%

VEA10%−$43,200 · −18.0%

NVDA5%−$40,800 · −34.0%

AAPL5%−$27,600 · −23.0%

MSFT5%−$26,400 · −22.0%

BND20%−$26,400 · −5.5%

TLT5%−$18,000 · −15.0%

SGOV5%+$360 · +0.3%

Equity beta 0.77vs S&P 500

Duration 6.8 yrsbond sleeve

Stock-bond corr +0.41rising-rate regime

Schedule Demo

Real-time access to Fed data, BLS employment, GDP, CPI, and PMI
Cross-country comparisons across US, EU, and China indicators
Yield curve analysis and recession probability modeling
Sector rotation signals based on macro regimes

What's the current state of the yield curve and what does it signal for equity sectors?

Thought for 9s

Treasury yield curve· par yield, %

3.74%▼ 43 bp10Y vs a year ago · 2s10s +57 bp · recession odds, 12 months, 21%

1Y agoToday4.0%3.5%3.0%10Y3.74%1M3M6M1Y2Y3Y5Y7Y10Y20Y30Y

Fed funds 3.25 to 3.50% · CPI 2.8% y/y · Unemployment 4.4% · GDP 1.9% q/q ann. · ISM PMI 49.6

Regime · bull steepener · sector signals

Financials▲ Overweight2s10s +57 bp widens lending margins

Real Estate▲ Overweight10Y −43 bp eases cap rates

Consumer Discretionary▲ Overweight1M bill −84 bp lowers credit costs

Utilities▼ Underweightdefensives lag once inversion ends

Consumer Staples▼ Underweightsame regime, weakest relative

Exact ExportRaw chat as PDF

Client DeliverableAI-crafted report with charts

Schedule Demo

Every output includes full data sourcing and calculation transparency.

1Portfolio Optimization
Optimize this portfolio for maximum Sharpe ratio with no more than 25% in any sector
Thought for 6s
0.33▲ 0.06Sharpe vs current 0.27 · volatility 14.2% to 12.1%
5%6%7%8%9%6% volatility10%14%18%
No cap25% cap
Max Sharpe0.33Risk parity0.32Min volatility0.21
Current0.27
ObjectiveMax SharpeIncomeESG tiltTax efficiency
ConstraintsSector ≤ 25%Technology 38 → 25%Position ≤ 8%NVDA 9.1 → 8.0%Turnover ≤ 20%14.2% used
Schedule Demo
1. Mean-variance optimization with custom constraints
2. Risk parity, minimum volatility, maximum Sharpe
3. Custom objectives: income focus, ESG tilt, tax efficiency
4. Constraint support: sector limits, position caps, turnover budgets
2Backtesting Engine
Backtest a 70/30 QQQ/TLT portfolio from 2010-2024 and show me max drawdown vs. S&P 500
Task Progress4 of 4 · plan accepted with Go ahead
Load QQQ, TLT, SPY total returns
Rebalance 70/30 each January
Compute drawdowns
Compare with the S&P 500
QQQ 70%TLT 30%· rebalanced each January · $100,000 start
End value$726,200S&P 500 $693,700
CAGR14.1%S&P 500 13.8%
Max drawdown−32.7%S&P 500 −25.4%
Worst year−32.2%2022 · S&P 500 −18.2%
70/30S&P 500$400k$200k$100k
Worst · Nov 2022−32.7%0%−15%−30%
2010201420182022Range · any start from 1970
Hypothetical backtest, not the performance of any account · Source · Intrinio · month-end total return · Jan 2010 to Dec 2024 · dividends reinvested, no fees or taxes
1. Test strategies across 50+ years of historical data
2. Stocks, ETFs, crypto, multi-asset portfolios
3. Rolling return analysis, drawdown visualization, calendar year performance
4. Benchmark comparison against S&P 500, 60/40, or custom indices

3Screening and Discovery

Find large-cap tech stocks with P/E under 20, 5-year revenue CAGR above 15%, and positive free cash flow

Thought for 4s

Screen results: 4 matches of 10,418 US-listed tickers: MU, FSLR, SMCI and TSM
Ticker	Name	Mkt cap	P/E	CAGR 5y	FCF TTM	RSI 14	vs 200d
MU	Micron TechnologyRSI 14 58 · +12% vs 200d	$184B	11.8	16.9%	$8.4B	58	+12%
FSLR	First SolarRSI 14 44 · −3% vs 200d	$26B	14.2	17.8%	$1.1B	44	−3%
SMCI	Super Micro ComputerRSI 14 61 · +8% vs 200d	$31B	16.4	47.2%	$1.3B	61	+8%
TSM	Taiwan SemiconductorRSI 14 55 · +6% vs 200d	$1.21T	19.6	22.4%	$31.2B	55	+6%

Natural language security screening across 10,000+ tickers
100+ fundamental filters: P/E, ROE, dividend yield, debt ratios, growth metrics
Technical filters: RSI, moving averages, volume patterns
ETF screening by expense ratio, AUM, and sector exposure

4Scenario Analysis
Stress-test this portfolio against a 20% equity drawdown and rising interest rates
Thought for 7s
Custom scenario· Chen household · $2.40M
Equities −20%Rates +100 bpInflation shock · off
−$412,440−17.2% of $2.40M · bonds lose too, so nothing offsets
VTI30%−$144,000 · −20.0%
QQQ15%−$86,400 · −24.0%
VEA10%−$43,200 · −18.0%
NVDA5%−$40,800 · −34.0%
AAPL5%−$27,600 · −23.0%
MSFT5%−$26,400 · −22.0%
BND20%−$26,400 · −5.5%
TLT5%−$18,000 · −15.0%
SGOV5%+$360 · +0.3%
Equity beta 0.77vs S&P 500
Duration 6.8 yrsbond sleeve
Stock-bond corr +0.41rising-rate regime
1. Stress-test portfolios against custom market scenarios
2. What-if modeling for rates, equity drawdowns, and inflation shocks
3. Correlation analysis and factor exposure breakdowns
4. Monte Carlo simulation for retirement planning scenarios
5Macro Analysis
What's the current state of the yield curve and what does it signal for equity sectors?
Thought for 9s
Treasury yield curve· par yield, %
3.74%▼ 43 bp10Y vs a year ago · 2s10s +57 bp · recession odds, 12 months, 21%
1Y agoToday4.0%3.5%3.0%10Y3.74%1M3M6M1Y2Y3Y5Y7Y10Y20Y30Y
Fed funds 3.25 to 3.50% · CPI 2.8% y/y · Unemployment 4.4% · GDP 1.9% q/q ann. · ISM PMI 49.6
Regime · bull steepener · sector signals
Financials▲ Overweight2s10s +57 bp widens lending margins
Real Estate▲ Overweight10Y −43 bp eases cap rates
Consumer Discretionary▲ Overweight1M bill −84 bp lowers credit costs
Utilities▼ Underweightdefensives lag once inversion ends
Consumer Staples▼ Underweightsame regime, weakest relative
Exact ExportRaw chat as PDF
Client DeliverableAI-crafted report with charts
1. Real-time access to Fed data, BLS employment, GDP, CPI, and PMI
2. Cross-country comparisons across US, EU, and China indicators
3. Yield curve analysis and recession probability modeling
4. Sector rotation signals based on macro regimes

Product Overview

Five AI-Powered Advisor Tools. One Workflow.

Ready to See DeepVest in Action?

Schedule a personalized demo with our team. We will walk through your specific workflows and show you how DeepVest fits into your practice.

Schedule Demo Contact Sales

Your AI Co-CIO

Every output includes full data sourcing and calculation transparency.

Portfolio Optimization1

Backtesting Engine2

Screening and Discovery3

Scenario Analysis4

Macro Analysis5

Every output includes full data sourcing and calculation transparency.

1Portfolio Optimization

2Backtesting Engine

3Screening and Discovery

4Scenario Analysis

5Macro Analysis

Ready to See DeepVest in Action?