Portfolio Intelligence
Analyse holdings, understand exposures, investigate the underlying data, and work through the analysis together in real time.
- Portfolio analysisSee what you own, how the portfolio is positioned, and what is driving the numbers.
- Financial & company analysisAnalyse financial data, company fundamentals, filings, market information, and other source data in one place.
- Exposure & risk analysisExplore sector, geographic, factor, thematic, and other portfolio exposures with the underlying data visible.
- Research & reportingQuestion the analysis, challenge assumptions, generate insights, and produce reports directly from the shared canvas.
- Live collaborationBring teams and agentic AI onto the same canvas to work through the same financial problem in real time.
Depth on demand
Real financial tools behind one collaborative interface. Every analysis is grounded in underlying data, with the work visible as it happens.
- Financial analysisDCF, relative valuation, factor analysis, options structuring, short interest, insider activity, activist activity, and more.
- Portfolio & market intelligenceAnalyse holdings, performance, exposures, market data, company fundamentals, and benchmarks in real time.
- Transparent AI agentSee the tools used, data retrieved, and analysis behind every answer.
- Voice-driven researchAsk questions naturally and receive grounded, sourced financial analysis in real time.
Finance first. Product first. One shared canvas.
Built-in workflow
Turn recurring investment research and portfolio processes into live, repeatable workflows — with your team and agentic AI working together on the same shared canvas in real time.
- Workflow StudioBuild and schedule repeatable financial workflows using real tools — in plain English or visually.
- Human-in-the-loop automationKeep people in control. Actions that change data, portfolios, alerts, or watchlists can require human approval.
- Team collaborationWork through the analysis, discuss the results, and extend the workflow together on the shared canvas.
- Bring your own dataUse custom formulas, uploaded datasets, and secure external APIs alongside Purifi’s financial tools.
Build the SMA. Then run it like a portfolio.
Construct a rules-based basket of individual securities, analyse it, collaborate with your team, and turn it into a live, trackable portfolio — all from the same shared canvas.
- Rules-based constructionBuild portfolios using sector, region, market cap, valuation, growth, and other financial criteria. Set weights, limits, and constraints with everything fully inspectable.
- Portfolio analytics before you saveAnalyse concentration, diversification, sector and geographic exposure, liquidity, and other portfolio characteristics before committing the strategy.
- Live portfolio managementTurn your constructed basket into a tracked portfolio with target allocations, drift monitoring, rebalancing, risk analysis, and attribution.
- Work with the agentAsk the agent to build, analyse, modify, or open any part of the portfolio in plain English — while your team works alongside it on the shared canvas in real time.
The one rule that shapes every solution above: if it can't compute a real number, it says so plainly, in the interface, rather than estimating one.