About MavenEdge Finance
MavenEdge Finance was built on a simple idea: individual investors deserve the same analytical toolkit that institutions use. From portfolio construction to AI-driven research, we're making professional-grade investment tools accessible to everyone.
What MavenEdge Finance Does
Portfolio Construction
Build custom portfolios across 26 asset class buckets with 114 curated ETF options. Use our guided risk assessment or allocate manually.
Historical Backtesting
Test your allocation against real market data. Compare performance metrics — returns, drawdowns, Sharpe ratios — against benchmarks like the S&P 500 and 60/40.
Monte Carlo Simulations
Run 1,000 simulated future scenarios to stress-test your strategy. Understand the range of possible outcomes and the probability of meeting your goals.
Active Management
Apply research-driven conviction tilts to your portfolio. Track how keyword impacts and risk sentiment shift your allocations over time.
AI Research Methodology
MavenEdge Finance's research engine uses four specialized AI agents that collaborate in two phases to produce comprehensive investment analysis. Each agent is an expert in its domain, conducting independent web research before synthesizing findings into a unified outlook.
Macro Agent
Macroeconomic Environment
Analyzes the broad economic landscape — GDP growth, inflation (CPI/PCE), employment data, and consumer confidence. Tracks Federal Reserve policy, FOMC minutes, and forward guidance to assess the monetary policy cycle.
Equity Agent
Equity Markets & Valuations
Evaluates equity market conditions including S&P 500 earnings, forward P/E ratios, and regional valuations across US, international, and emerging markets. Tracks sector rotation, factor trends (value/growth/quality/momentum), and market breadth.
Credit Agent
Credit Markets & Risk
Monitors credit market health by tracking investment-grade and high-yield spreads, default rates, and credit rating migration. Assesses corporate fundamentals — leverage ratios, interest coverage, and free cash flow — to identify sectors with improving or deteriorating credit quality.
Rates Agent
Interest Rates & Duration
Specializes in interest rate dynamics across the yield curve — 2Y, 5Y, 10Y, and 30Y Treasury yields, TIPS breakeven inflation, and real yields. Tracks CME FedWatch probabilities, global central bank policies (ECB, BOJ, BOE), and duration positioning strategies.
How They Work Together
Independent Research
All four agents receive the same investment thesis and independently conduct live web research. Each produces a detailed brief from their domain perspective — the Macro agent focuses on economic data, the Equity agent on valuations, and so on. Every claim is backed by source citations from institutions like BlackRock, PIMCO, JPMorgan, Goldman Sachs, and prominent investors.
Collaborative Synthesis
A synthesis layer reads all four briefs and produces a unified analysis. It identifies where specialists agree, where they disagree, and how different market forces interact. The result is a single cohesive outlook that no individual agent could produce alone.
Structured Output
The final research includes conviction scores (1–10 scale), keyword impact analysis with directional signals (bullish/bearish), risk sentiment assessment (risk-on or risk-off), key data points with citations, and actionable portfolio implications — all structured so it can directly inform your allocation decisions.
Real-Time Data, Not Training Data
Every research run uses live web searches — agents never rely on stale training data for market analysis. Sources include Federal Reserve publications, BLS/BEA economic releases, institutional research from PIMCO, BlackRock, Vanguard, and JPMorgan, as well as commentary from investors like Ray Dalio, Howard Marks, and Bill Gross. All sources are cited with names, dates, and links.
Get in Touch
Have questions, feedback, or ideas? We'd love to hear from you. Reach out through our contact page and we'll get back to you.
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