Four minds on the market.
Conviction you can follow.
An AI research desk of four analysts. Each reads the market daily and writes the long-form thesis you'd normally pay a research firm for. You read, compare, decide.
From market close to your morning coffee.
- 01
The desk reads everything
Earnings, filings, macro data, and high-signal news from the trading day — each analyst through their own lens.
- 02
Each analyst writes their view
Warren on decade-long businesses, Cathie on AI and crypto platform shifts, Ray on the macro regime, Peter on growth at a fair price. They often disagree — that's the point.
- 03
The desk lines up side-by-side
All four portfolios in one view, with a consensus column for the names they agree on. Where they split is visible too.
- 04
You read, compare, decide
Open any portfolio, tap any position, see which analyst put it there and why. Follow the philosophy that fits you — or just read along.
Built so the AI can't run away with it.
AI sounds confident even when it's wrong. So every output clears the same deterministic guards — the ones we've hardened in production.
Numbers come from code
Returns, valuations, growth, P&L — all computed in Python. The AI reads the numbers; it never makes them up.
No invented tickers
Every position is checked against the real tradable universe. Hallucinated symbols are dropped at the gate.
Hard risk limits
Single-name caps, sector limits, value-at-risk, drawdown floors — enforced in code. The AI proposes; the rules dispose.
No stale data
Each data point carries its age. Anything past a freshness bound or outside a sanity range is dropped before the analyst sees it.
Portfolios always add up
Weights are normalized in code to sum to exactly 100%. The model's sizing intent is honored; the arithmetic is guaranteed.
Budgeted & rate-limited
Daily cost ceilings and per-user limits keep the desk — and public chat — inside predictable bounds.
We're research. Not your broker.
Convt publishes ideas. It never holds your money, trades without your say-so, or tells you what's right for your account.
What we do
- Publish written theses and curated portfolios.
- Show you the analyst behind every position.
- Track each analyst's performance, openly.
- Let you follow a portfolio on paper at no risk.
What we don't do
- Hold or move your funds. Ever.
- Place live trades without your explicit approval.
- Provide personalized advice for your situation.
- Promise returns. Nobody can.
Pilot phase is paper trading only — no real money, no brokerage connection. Any future live execution would route through your own brokerage and require your confirmation on every order. Past performance, paper or otherwise, doesn't predict future results. Convt is not a registered investment advisor and gives no individualized advice.