From objective to an investable research problem.
“Build a diversified quality-growth portfolio with moderate risk and a five-year horizon.”
EQUITYGPT · CONVERSATIONAL PORTFOLIO MANAGEMENT
Turn an investment idea into a portfolio you can interrogate.
Describe an objective, risk tolerance, time horizon or theme. EquityGPT helps you move from research and company analysis to portfolio construction, risk review, scenarios and governed rebalancing proposals.
Research and portfolio outputs remain reviewable. Rebalancing proposals do not create trading authority.
INVESTMENT OBJECTIVEBuild a diversified quality-growth portfolio with moderate risk and a five-year horizon.
Positions18
Expected volatility14.2%
CVaR−9.8%
Research universeReady to review
Portfolio construction18 positions
Risk & scenariosReviewable
A QUICK TOUR OF EQUITYGPT
Feel the portfolio workflow before you sign in.
Choose a starting objective. The example workspace changes to show the research, construction and risk work EquityGPT would organise around it.
Make income an explicit portfolio objective.
“Target resilient income without concentrating the portfolio in one sector.”
Research emphasisCash generation · dividend resilience
Construction emphasisYield · concentration · drawdown
Turn a theme into a research universe.
“Find companies exposed to AI infrastructure, then separate narrative exposure from financial exposure.”
DiscoveryTheme → companies → evidence
Portfolio workExposure · valuation · risk
Ask what changed before asking what to trade.
“Review my current portfolio for drift, concentration and deteriorating risk.”
Decision supportDrift · scenarios · alternatives
AuthorityProposal only · human review retained
RECOGNITION · PROGRAMMES · ECOSYSTEM · TRUST
EquityGPT
NVIDIA Inception
Ecobank Fintech Challenge
Fintech Sandbox
Global FinTech Hackcelerator
AI in Finance Global Challenge
Startup Battlefield 200
START WITH THE INVESTMENT WORK
Research, construct, analyse and review in one specialist workspace.
EQUITYGPT
Start with the portfolio outcome you want.
Describe your investment objective and constraints, then use EquityGPT to structure portfolio research, construction, risk analysis and review.
EQUITYGPTTurn investment objectives into a portfolio you can review.
Construct investment portfolios from objectives, constraints, research and risk considerations with EquityGPT.
EQUITYGPTMake portfolio risk visible before it becomes a surprise.
Review concentration, downside exposure, portfolio risk and scenario sensitivity with EquityGPT.
EQUITYGPTConnect investment research to portfolio decisions.
Use company, thematic and investment evidence to support portfolio construction and review with EquityGPT.
EQUITYGPTEvaluate portfolio changes before you make them.
Evaluate potential portfolio rebalancing against objectives, constraints, research and risk before making changes.
EQUITYGPTWhat is Vibe Portfolio Management?
Vibe Portfolio Management is a natural-language approach to portfolio construction and management that translates investor objectives and constraints into reviewable portfolio work.
Build and manage portfolios with words.
Start with the investment objective. Keep the research, quantitative methods, risk and human review visible underneath it.