MavenEdge Finance gives individual investors the same analytical toolkit used by institutions — portfolio construction, historical backtesting, Monte Carlo simulations, AI-driven research, and active management, all in one platform.
From portfolio construction to active management, MavenEdge Finance walks you through a complete investment workflow.
Build a custom portfolio through guided risk assessment or manual allocation.
Backtest against real market data with comprehensive performance metrics.
Simulate thousands of future scenarios to stress-test your strategy.
Collaborative AI agents generate source-cited investment insights.
Apply research-driven tilts to optimize your allocations.
Start with a guided risk assessment questionnaire that determines your ideal asset mix, or build from scratch with full manual control. Allocate across 26 asset class buckets spanning US equities, international stocks, fixed income, real assets, and alternatives — each with curated ETF options from a universe of 77+ funds.
Backtest your portfolio against years of real market data to understand how your allocation would have performed through bull markets, corrections, and crashes. Compare against benchmarks and see exactly where your portfolio diverges.
Run thousands of simulated future scenarios based on your portfolio's historical characteristics. Understand the range of possible outcomes, set realistic expectations, and identify the probability of meeting your financial goals under different market conditions.
Four specialized AI agents — macro, equity, credit, and rates — collaborate to produce comprehensive investment research. Each thesis receives multi-perspective analysis with conviction scoring, source citations, and actionable insights you can apply to your portfolio.
Turn research convictions into concrete portfolio actions. Select active theses and see how their conviction scores translate into allocation tilts across your asset classes. Track how keyword impacts and risk sentiment shift your portfolio over time.
Join MavenEdge Finance and access the same portfolio analytics and AI research tools used by professional investors.
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