Newcortex Agentic Portfolio Assistant (NAPA)
Your Fundamental Process.
Rigorously Refined with NAPA.
The Product Is
The Process
NAPA delivers Scale, Precision, and Efficiency to your investment process
Operating System for Quantamental Investing
NAPA Fills The Gap Between
Data Terminals
display data without analysis or interpretation
and
Data Science Teams
deliver expert insights but are limited by bandwidth
Breadth
Build thematic baskets and ‘Conviction List’ portfolios to narrow down universe of stocks to focus on
Depth
Perform advanced risk modeling, portfolio optimization, and precise backtesting efficiently
Second Opinion
Use quant model for discovery and cross-checking of fundamental process
Automation
Effortlessly save backtest outputs, connect strategy components, and create powerful dashboards
Autonomy
NAPA continuously monitors your portfolio, providing alerts when it detects unusual trends
Our Proof
We’re not your typical software vendor.
Our team combines world-class PhD Quants and PhD AI/ML Engineers who’ve systematically managed large portfolios. We know how hard it is to refine and adapt investment strategies.
FAQ
Productivity tools for qualitative analysis, such as those that summarize textual data, are abundant. Newcortex offers a new way for generating data-driven insights. Our product is a highly specialized tool for fundamental investors to enhance their portfolio management process.
What’s new or different about your product?
NAPA comes preloaded with premium US Equities market data, fundamental data, and risk models. It can also ingest your proprietary or subscribed datasets through a variety of plugins and adaptors.
What data can your system ingest?
Built-in enterprise-grade encryption on all data flows. Zero-retention policy with all third-party foundation models means your data is never stored externally.
How do you ensure security and privacy?
We work with early adopters who believe AI will be a key strategic advantage in generating alpha. Our team offers high-touch onboarding and support, as well as trial programs for demonstrating use cases.
How do I get started?