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Fundy AI

Customer-ready investing intelligence

Research, risk, and execution in one workspace

Fundy AI

A professional AI investing workspace that helps customers understand a company, review portfolio risk, and preview trade decisions before they act.

Fundamental reports Portfolio health Strategy planning Read-only demo

Feature highlights

From first question to portfolio action

Fundy keeps research, risk, planning, and AI review connected so customers can understand what changed and what to do next.

01

Research Hub

Company fundamentals, accepted AI analysis, live market context, and thesis quality in one symbol workspace.

02

Portfolio Health

Account-aware exposure, concentration, position quality, and risk signals before a customer considers action.

03

Strategy Planner

Watchlists, overlap checks, rebalance drafts, and approval-aware execution context without leaving the workflow.

04

Fundy AI Copilot

Grounded answers that can use portfolio, research, and strategy context without turning into generic market chat.

Demo plan Read-only preview
Auth Discord secured
Workflow Research to trade review

Secure access

Choose how to view Fundy AI

Sign in with Discord for your private workspace, or open the read-only demo to evaluate the customer experience.

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Research Portfolio Strategies Fundy AI

Preview mode

See the product without signing in

Open the shared Fundy demo workspace in read-only paper mode and inspect research, portfolio health, and Fundy AI flows.

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OAuth-secured access

Fundy uses Discord OAuth 2.0. Your Discord password is never stored by this application.

This page is designed for portfolio review. Demo mode is read-only and does not send Fundy AI messages.