Who we are
Built to democratize institutional-grade research
Financial Analyst CoPilot started with a simple conviction: the quality of financial research a person accesses should not depend on whether they can afford a Bloomberg terminal. Retail investors, active traders, and wealth managers deserve the same evidence-backed rigor that institutional desks have had for decades.
Evidence over opinion
Every AI output is grounded in cited, traceable sources. We refuse to ship analysis that cannot show its work — no hallucination, no black-box conclusions.
Role-aware by design
The platform adapts to who you are. A retail investor needs plain-language summaries. A trader needs regime context. A wealth manager needs audit trails. We built all three without compromising any of them.
Always your data
Your uploads, queries, and portfolio data are scoped to your tenant and never used to train shared models. Row-level security in PostgreSQL enforces isolation at the database layer — not just in application code.
Live data, governed agents
We connect to Alpaca for real-time market feeds with FMP, SEC EDGAR, and OpenFIGI as enrichment layers. Agents run inside a governed workflow that keeps humans in the loop on every decision.
We are a team of engineers and former finance practitioners who believe the next decade of investing will belong to individuals and advisors who pair their judgment with verifiable, AI-assisted research. Financial Analyst CoPilot is our contribution to making that possible.
Financial Analyst CoPilot provides market intelligence and analytical support only. Nothing we produce constitutes individualized investment advice. Always consult a licensed professional before making investment decisions.