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Investment Management

Data with Advanced AI

Digest fundamentals, alt data, and macro cues to form directional views, surface risks, and draft PM-ready notes
Conviction comes from synthesis, not skimming headlines.
NiftyBot digests fundamentals, alt data, and macro cues to form directional views, surface risks, and draft PM-ready notes. Faster research, better entries, cleaner exits.
Complexity: High
ESG Signal Extractor
ESG shouldn’t require reading a phone book of PDFs. This call scores E, S, and G signals for META and proposes an investability stance based on credible sources. You get clarity without the paper cuts.
REQUEST

{ "source": { "ticker": "META" }, "requests": [ { "field_name": "esg_score", "field_type": "numeric" }, { "field_name": "key_signals", "instructions": "Three to five concise bullets" }, { "field_name": "stance", "field_type": "categorical", "instructions": "Return one of: Buy, Hold, Sell" } ] }
RESPONSE

{ "enrichments": [ { "field_name": "esg_score", "value": 74.2, "confidence": 0.86, "method": "calculation", "reasoning": "Weighted index balances environmental initiatives with governance and content-moderation controversies." }, { "field_name": "key_signals", "value": ["Data privacy scrutiny ongoing", "AI infrastructure efficiency improvements", "Board independence improving but concentrated control persists"], "confidence": 0.82, "method": "assessment", "reasoning": "Signals reflect widely reported governance structures and environmental efficiency projects." }, { "field_name": "stance", "value": "Hold", "confidence": 0.78, "method": "reasoning", "reasoning": "Operational strength tempered by governance concentration and regulatory overhang." } ] }
Complexity: Low
Earnings Whisper Brief
Show up with a view. This call weighs recent signals and gives a directional bias for AAPL plus the three bullets your PM will actually use. It saves hours of prep and tightens the thesis.
REQUEST

{ "source": { "ticker": "AAPL", "quarter": "Q4" }, "requests": [ { "field_name": "surprise_bias", "field_type": "categorical", "instructions": "Return one of: Positive, Neutral, Negative" }, { "field_name": "prep_notes", "instructions": "Three short bullets" }, { "field_name": "supporting_source_url", "field_type": "url" } ] }
RESPONSE

{ "enrichments": [ { "field_name": "surprise_bias", "value": "Neutral", "confidence": 0.7, "method": "assessment", "reasoning": "Stable services growth offsets softer hardware comps; limited near-term catalysts ahead of product cycle." }, { "field_name": "prep_notes", "value": "1) Services margin mix watch. 2) China iPhone comps and channel inventory. 3) AI features cadence into next cycle.", "confidence": 0.72, "method": "reasoning", "reasoning": "Bullets focus on the most material levers for revenue and gross margin commentary." }, { "field_name": "supporting_source_url", "value": "https://investor.apple.com/", "confidence": 0.95, "method": "lookup", "reasoning": "Primary source for filings and shareholder materials." } ] }
Complexity: Medium
Portfolio Risk Heatmap
Diversification is a number until correlations spike. This call surfaces concentration clusters and the macro factors driving them, so rebalancing becomes obvious before the drawdown.
REQUEST

{ "source": { "holdings": [ { "ticker": "AAPL", "weight": 0.10 }, { "ticker": "MSFT", "weight": 0.11 }, { "ticker": "NVDA", "weight": 0.13 }, { "ticker": "META", "weight": 0.07 }, { "ticker": "XLE", "weight": 0.06 } ] }, "requests": [ { "field_name": "risk_heatmap" }, { "field_name": "top_concentration_risks", "instructions": "List sectors or factors driving correlation" } ] }
RESPONSE

{ "enrichments": [ { "field_name": "risk_heatmap", "value": "Growth mega-caps cluster tightly; energy offers partial factor diversification.", "confidence": 0.82, "method": "assessment", "reasoning": "Weights concentrate in correlated AI/growth names; XLE offsets some rate and commodity sensitivity." }, { "field_name": "top_concentration_risks", "value": ["AI momentum factor", "USD strength sensitivity", "Rates-driven multiple compression risk"], "confidence": 0.79, "method": "reasoning", "reasoning": "Dominant vectors inferred from sector composition and macro exposures." } ] }