Adviser Agent

Adviser Agent brings C8 Technologies' systematic investment research into ChatGPT. Financial advisers ask in plain English and get product rankings, performance and risk analytics, and rebalancing proposals in the conversation.

What you can do:

• Search and rank ETFs, equities, bonds, funds and model portfolios by return, risk and C8's ranking, over one, three or five years, or through an equity factor lens.
• See performance and risk for any product: total and annualised return, volatility and maximum drawdown, from year-to-date to ten years, with the date the data runs to.
• Get C8's current top picks to add to a 60/40, equity or bond portfolio, top buys by category, and C8's market insights.
• Analyse a portfolio you describe ("100 SPY and 200 AGG"): value, weights and concentration.
• Get a rebalancing proposal with target weights, share counts and the statistics of the proposed portfolio against the current one, or compare rebalancing scenarios.
• Browse C8's model portfolios and their holdings.

Holdings you type are analysed in memory for that answer only: nothing is stored and nothing is executed. Every answer names its source and the date its data runs to.

Adviser Agent is research and analytics for financial professionals. It does not give personal financial advice, execute trades or connect to brokerage accounts; rebalancing proposals use C8's model weights and do not take account of a client's tax position or circumstances. Prices are end-of-day closes.

Requires a C8 Adviser Agent account. You connect with your account email and a one-time code; no API keys.