AI Assistant

Your Personal AI Financial Analyst

Ask complex financial questions in plain English. Get institutional-quality answers backed by real-time data, filings, and proprietary models.

Capabilities

What You Can Ask

Our AI assistant is trained on decades of financial data, SEC filings, earnings transcripts, and macroeconomic research. It provides personalized, data-backed answers — not generic advice.

"What's my portfolio's exposure to rising interest rates?"

"Compare AAPL and MSFT on revenue growth, margins, and valuation."

"If the Fed cuts rates 75bps this year, how does my bond portfolio react?"

"Summarize the key risks from Tesla's latest 10-K filing."

buckingham-ai assistant

How diversified is my portfolio compared to a typical 60/40 allocation?

Your portfolio is 72% equities / 18% fixed income / 10% alternatives, which is more aggressive than a standard 60/40. Your equity allocation has a 41% technology concentration — significantly above the S&P 500 weight of ~32%. I'd recommend exploring sector rebalancing to reduce single-sector drawdown risk. Want me to model a rebalance scenario?

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Filing Analysis

Summarize and extract key risks from 10-K, 10-Q, and 8-K filings instantly.

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Earnings Breakdown

Get revenue, margins, guidance, and management commentary in seconds.

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Scenario Modeling

Test rate changes, sector rotations, and macro shocks against your portfolio.

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Valuation Comps

Compare any company across P/E, EV/EBITDA, revenue growth, and 20+ metrics.

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