Institutions
A customizable platform for institutional portfolios - powered by AI agents.
Equity Engine helps institutional teams manage portfolios and research faster.
We set up the platform to match your workflow, structure, and reporting. Then our AI agents help your team read filings,
compare peers, track catalysts, and summarize updates in minutes. Custom setup. Simple to use. Built for teams.
What It Is
Your institution’s portfolio workspace, configured your way.
Equity Engine is a fully configurable platform that can match:
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Your portfolio structure (strategies, baskets, sectors)
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Your dashboards and KPIs
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Your internal roles, permissions, and review steps
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Your reports and data views
It integrates with your existing systems,
so your team can adopt it without changing how you operate.
Custom AI Agents
Need an agent for your exact workflow?
Along with our existing AI agents, Equity Engine can
create custom agents based on how your team works.
You tell us:
What inputs you use
(filings, transcripts, internal notes, portfolio data, broker data)
What output format you want
(your templates, your KPI list, your internal style)
Who should see it
(roles, permissions)
We then build an agent that produces the same result every time in a structured reviewable format.
Basket Stock Performance Reporter
Creates a clean report for one basket:
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basket profit/loss and %
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top winners and losers
SEC Filing & 17-KPI Analyzer
Turns a 10-Q / 10-K / earnings release into KPI deltas:
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17-KPI table with QoQ + YoY changes
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what changed, why it changed (numbers first)
(existing AI agents already in Equity Engine)
Capital Efficiency Analyzer (Sector Baskets)
Shows how capital is behaving across sector baskets:
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which baskets are compounding vs dragging
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where returns are concentrated
Examples
Sector Performance Intelligence Agent
Explains sector leadership over a timeframe:
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which sectors led
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key risks and sensitivities (non-predictive)
Peer Stock Context & Valuation Analytics Agent
Compares a stock to its closest peers:
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peer pricing dashboard (multiples + performance)
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target vs peer median table
We already run these agents today and we can build more agents in the same style for your institution.
Key Capabilities
- Configurable logic, reporting, and data views aligned to your process
- Secure connectivity with your Broker and internal data infrastructure
- On-demand AI agents that process filings, peers, and catalysts in seconds
Section: The Framework
Built for how institutional desks work.
Your portfolio is organized into baskets, and each basket holds multiple stocks. Every stock can have its own budget and rules, and each basket has its own limits and reporting. It integrates directly into the systems and tools your team already uses and can be fully customized or white-labeled to match your workflow, branding, and internal processes.
You get structured portfolio analysis, cross-basket visibility, and AI-assisted tools — all designed so your analysts can configure and control everything on their terms.
Feature Highlights
Built Around How Institutional Desks Operate
Each portfolio runs under its own framework of rules, capital limits, and reporting
views defined by your analysts.Equity Engine provides the tools to monitor, analyze,
and improve allocation of logic without interfering with your internal governance.
Independent portfolio
and basket rulesets.
Configurable dashboards
and performance metrics.
Time-stamped
activity logs
Each result is deterministic, logged, and fully reviewable..
Configuration and Integration
Adaptable to Your Process
Equity Engine is modular; the system can be configured to reflect your team’s terminology,
KPIs, and data flows.Integrations, reporting views, and dashboard extensions
can be aligned to your operational model without rewriting infrastructure.
Engagement
We partner with institutional desks to wire our platform into your architecture clean, secure, and built around the way your team actually works. Whether it’s AI-assisted analytics, portfolio intelligence, or private deployment, we scope the environment and align it to your
workflow. Prefer your own look and feel? We can deploy fully white label, under your branding.
Get in touch
Get in touch by filling out the form.We’ll respond as soon we can.
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