Understanding Markets by Understanding Investors
Our multi-modal AI model is engineered for markets, not repurposed from chat. By unifying holdings, flows, and text data, it reveals investor-to-investor and firm-to-firm linkages, distinguishes crowded trades from differentiated bets, while agentic workflows answer the why.
THE SCIENCE BEHIND
Fuses holdings, flows, and text data to reveal investor– and firm–level linkages that traditional methods miss.
Separates crowded positions from differentiated bets across peer groups to surface unique exposures early.
Agentic workflows generate traceable narratives that connect motivations to trades—turning raw data into decision-ready insight.
USE CASES
For a Wide Range of Users
Triangulate peer holdings against your book, spotlight differentiated buys and sells, and let agentic workflows spark the narratives that propel idea development.
Benchmark client portfolios to institutional peers, highlight differentiated positions, and deliver the “why” in client-ready language automatically.
Evaluate managers by layering peer holdings, validate differentiated trades, and capture agent-generated theses for diligence memos.
Track how your holdings diverge from trusted peers, surface outlier trades, and brief principals with agentic insight on catalysts and intent.
Monitor convergence toward crowded positions, tie differentiated moves to risk narratives, and retain agentic explanations for audit trails.
Rank peer buys and sells against proprietary signals, surface differentiated trades to model, and have agents document hypothesis context for systematic testing.
KEY DIFFERENTIATORS
Proprietary embeddings cluster investors and firms by actual positions—not just size, style, or sector—revealing relationships other tools flatten.
Agentic workflows interrogate differentiated holdings, buys, and sells across investors and firms—surfacing catalysts and intent the moment new data lands.
Unified holdings, flows, fundamentals, and filings create a defensible data moat that compounds with every update and interaction.
Tailor the Market Genome Project to your team's specific needs with bespoke automations that translate unique research processes into repeatable, decision-ready outputs.
GET IN TOUCH
Contact us for a demo, deployment, and customization possibilities