Portfolio Alerts demo

What the demo shows

Agents watch news and filings on every stock held and alert the covering analyst, cited

Seven agents work each event. Watchers read every source in its own language the minute it publishes and match the issuer; a Deduper merges every report of the same event into one alert and flags figures that disagree with the filing; a Materiality agent scores it 0–100 against the analyst's thesis pillars and the position in every fund; a Challenger checks whether the price already moved or the news was rumored; a Router hands it to the covering analyst with a deadline, respecting quiet hours and paging the lead PM on a miss; a Thesis note drafter writes a cited note for the analyst to edit; a Record keeper logs everything. The analyst acknowledges, the PM decides, and any order needs a second approver.

Transcript

1. 0:00Portfolio Alerts. Portfolio Alerts watches every holding's news and filings and alerts the covering analyst.
2. 0:093,000 holdings, 40,000 items a day, many only in Korean or Japanese.
3. 0:17The Wire ranks alerts by impact on our thesis the widest matters most.
4. 0:24At 2–14 a.m., Dason Battery files a rights offering in Seoul.
5. 0:31Watchers read the Korean notice, beside the English, every figure cited.
6. 0:37The de-duper merged nine reports and flagged a wrong amount.
7. 0:44Materiality scores at 94.
8. 0:46It breaks Hyagen's no-equity pillar.
9. 0:51The challenger checks the price, down 7.9%, still critical.
10. 0:59Hyagen edits the drafted note and acknowledges before the PM is paged.
11. 1:06Cited, signed, and logged with an evidence pack for auditors.
12. 1:09the result every holding read in its own language and critical news acknowledged inside 20 minutes or the pm is paged built
13. 1:23on Botminds agents data screens and governance on one platform

Transcribed from the film’s narration. Captions are on the player.