Investment Intelligence, Orchestrated.
Fundus coordinates specialist AI agents across research, risk, and portfolio review so every investment decision follows a structured, explainable workflow—from signal to approval.
Built for Institutional Workflows
The Problem
Every decision starts from scratch
- Research scattered across terminals, feeds, spreadsheets, and chat threads
- No structured output connecting analysis to portfolio action
- No risk layer between thesis and execution
- No evidence trail—decisions disappear into email and memory
One structured operating flow
- Ingest and normalize multi-provider data into a unified signal layer
- Route analysis through specialist agents for fundamentals, technicals, news, sentiment, and macro
- Enforce risk review, drawdown controls, and allocation guidance before any action
- Produce a complete decision trace from analyst report to execution intent
Fundus replaces fragmented research with a graph-orchestrated workflow—so your team moves from signal to decision with structure, evidence, and risk controls at every step.
Capabilities
Six modules. One decision workflow.
Each module is purpose-built for a stage of the investment process—from data ingestion to human-approved execution intent.
Data Fusion Layer
Ingest and normalize multi-provider data across price, fundamentals, news, sentiment, options flow, and benchmark context.
Specialist Agent Mesh
Route analysis through dedicated agents for fundamentals, technicals, news, sentiment, macro, options, and volatility risk.
Research Board & Challenge Engine
Generate analyst outputs, stage opposing viewpoints, and retrieve memory-backed context before a thesis becomes a decision.
Volatility & Risk Lab
Model regime-aware volatility, enforce drawdown ladders, compute adaptive stops, and size positions under risk constraints.
Allocation Studio
Review sleeve weights, balance offensive and defensive positioning, and evaluate hedge suggestions before rebalancing.
Decision Ledger & Human Approval
Trace every step from analyst report to execution intent. Review evidence, rationale, and what would change the thesis before approving.
Who It Serves
Built for the way serious investors work
Fundus fits the workflow of teams and individuals who need structure, not shortcuts.
Independent PM / Family Office
Replace a patchwork of terminals and spreadsheets with one structured workflow—from thesis to risk review to portfolio action.
Research-Driven Trader
Get specialist analysis, opposing viewpoints, and risk-constrained sizing in a single trace instead of five disconnected tools.
Cross-Asset Allocation Desk
Review sleeve weights, hedge overlays, and regime-aware rebalance suggestions across equities, crypto, forex, and commodities.
Investment Committee / Risk Review
Audit a complete decision artifact—analyst report, challenge, trade plan, risk decision—before approving execution intent.
Platform
From signal to decision. Five modules.
Fundus orchestrates each stage of the investment workflow through purpose-built modules. Explore how they connect.
Signal Fabric
Normalized inputs from price, news, sentiment, macro, options, and benchmark context—organized by regime state, momentum, volatility bucket, and timing context.
- Cross-asset signal normalization
- Regime and volatility state classification
- Benchmark-relative trend scoring
FAQ
Frequently asked questions
Have another question? Reach out via the demo request form.
Fundus ingests price data, fundamentals, news, sentiment, options flow, macro indicators, and benchmark context. Specialist agents process each domain independently, then a graph-orchestrated workflow combines their outputs into structured analyst reports, risk reviews, and allocation guidance.
The platform is designed to support stocks, ETFs, crypto, forex, and commodities. Each asset class uses its own calibrated signal framework rather than one universal model.
Fundus normalizes inputs from multiple data providers across price feeds, fundamentals databases, news aggregators, sentiment APIs, options data, and benchmark indices. The data fusion layer handles multi-provider normalization so downstream agents work from a consistent signal set.
Most AI tools for investing are chat interfaces that return unstructured text. Fundus produces structured decision artifacts—analyst reports, research decisions, trade plans, risk decisions—that flow through a defined graph with risk controls and human approval at each gate.
Every output includes an evidence trail: the indicators that contributed, the agent rationale, the opposing viewpoint challenge, and explicit criteria for what would change the thesis. Nothing is a black box.
The platform direction incorporates layered memory and reflection loops. Agents can retrieve prior similar situations, review how past decisions played out, and adjust context accordingly. This is designed to compound institutional knowledge over time.
The Volatility Lab classifies the current regime, applies drawdown ladders, computes adaptive stops, and sizes positions under risk constraints. Volatility state and trend context directly influence sizing and hedge recommendations.
Yes. The platform uses research-backed, asset-specific signal frameworks that incorporate momentum, trend, volatility, and timing indicators. These are calibrated per asset class—no single indicator or model is assumed universally optimal.
Regime classification adjusts in real time. During elevated volatility, the system tightens drawdown controls, adjusts position sizing, and surfaces hedge overlay suggestions. The workflow is designed to slow down decisions when markets speed up.
Absolutely. Human approval is a required gate before any execution intent is generated. Every decision artifact is reviewable, and users can modify, reject, or request additional analysis at any stage.
No. Fundus is decision support and portfolio workflow infrastructure. It produces execution intents that require human review and approval. It does not place trades, manage accounts, or operate as a broker or custodian.
No. Fundus is a research and workflow tool. Its outputs are structured decision support—not recommendations, not advice, and not a substitute for professional judgment. All outputs require user evaluation and approval.
About
Structured intelligence for disciplined investors
Fundus was built on a simple observation: the tools available to serious investors are either powerful but fragmented, or integrated but shallow. We are building the workflow infrastructure that connects research, risk, and portfolio action into one explainable process.
Our approach prioritizes methodology over hype, explainability over opacity, and human judgment over automation. Every module is designed to support disciplined investment workflows—not replace the people who run them.
Methodology First
Every signal framework and risk model is research-backed and calibrated per asset class. No universal shortcuts.
Explainability
Every output traces back to evidence, rationale, and explicit thesis invalidation criteria. No black boxes.
Human Control
Approval gates, override capabilities, and full audit trails ensure the human stays in the loop at every decision point.
Built for investors who want structure, not shortcuts.
This is not a mass launch. We are onboarding research-driven investors and teams who want to shape the platform with us.