Turn an investment idea into a research problem.
“Build a diversified quality-growth portfolio with moderate risk and a five-year horizon.”
EQUITYGPT · CONVERSATIONAL PORTFOLIO MANAGEMENT
Stress-test your portfolio before your next decision.
Review concentration, downside exposure and the assumptions behind your portfolio. Bring your holdings into the investment workspace, inspect risk and compare scenarios before deciding what to change.
Research, portfolio and scenario outputs remain reviewable. Investment analysis does 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
TRY A HYPOTHETICAL STRESS TEST · NO ACCOUNT
What would a market fall do to this allocation?
Change the weights and assumed market moves. This is scenario arithmetic, not a probability estimate or investment recommendation.
| Asset group | Weight (%) | Assumed move (%) |
|---|---|---|
| Equities | ||
| Bonds | ||
| Cash |
With the example weights and moves, the portfolio changes by −13.5%.
Weighted result = sum of each weight × its assumed move. Excludes fees, currency effects, leverage and correlations.
Review my portfolio in the workspaceA QUICK TOUR OF EQUITYGPT
See the work 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 the portfolio objective explicit.
“Target resilient income without concentrating the portfolio in one sector.”
Research emphasisCash generation · dividend resilience
Construction emphasisYield · concentration · drawdown
Turn a market 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.