Portfolio Commentary Generation demo
Drafts fund commentary from attribution and PM notes, every sentence checked, for PM sign-off. 1:34
What the demo shows
Drafts fund commentary from attribution and PM notes, every sentence checked, for PM sign-off.
The writing room puts the commentary draft on the left as a printed page and the attribution on the right, and draws a line from every sentence to the cell, note or passage it comes from. Seven agents work around the team. The Intake agent waits for attribution signed final and gathers returns, holdings, trades and the PM's notes. The Drafting agent writes every version in house style. The Fact-check agent, with different instructions, recomputes every figure (unit, sign, period, gross and net) and sends wrong sentences back; what the two cannot settle goes to the writer. The Tone checker compares each line with the house view and never rewrites a PM's view itself. The Consistency agent keeps the factsheet, mandate letters and translated versions saying the same thing, read in their own language. The Disclosure agent sends predictions and performance-presentation issues to compliance. The Publishing agent distributes after release. The writer drafts, the PM approves and signs, compliance clears, and a fourth person releases.
Transcript
- Portfolio Commentary Generation. Drafts fund commentary for investment writers and portfolio managers to sign.
- Quillfield's writers face 214 strategies a quarter, two to three hours each.
- Agents drafted each overnight, every sentence tethered to its figure.
- Industrials added 38 basis points, tied to its cell and to a German filing.
- One agent fixed a wrong yen figure.
- Another caught 0.83 for 0.38 in Japanese.
- The tone checker flagged a line predicting returns against the house view.
- Marin sends it to Hugo, the portfolio manager, who rewrites it himself.
- Agents recheck his words and carry them to all nine versions.
- Hugo signs compliance clears a fourth-person releases.
- Nobody signs their own work.
- Every sentence cited, every decision signed and logged.
- 15 minutes of review, not hours of writing, and every figure proven.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.