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 77+ 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 — macro, equity, credit, and rates — that collaborate in two phases to produce comprehensive investment analysis.
Phase 1: Independent Research
Each specialist agent conducts independent web research on the thesis topic, producing a focused brief from their domain perspective with source citations.
Phase 2: Collaborative Synthesis
The agents synthesize their findings into a unified outlook with conviction scores (1–10 scale), keyword impact analysis, risk sentiment assessment, and actionable portfolio implications.
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.