Agentic investing terminal

An AI analyst team
for your portfolio.

MackAI runs research, thesis monitoring, risk defense, idea discovery, and daily decision routing across your positions and watchlist.

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Meet your AI operating team

Specialized agents.
One portfolio command layer.

Mack Analyst
DEEP RESEARCH
Senior Equity Analyst

Runs multi-phase research on any ticker. Extracts hidden angles from earnings transcripts, maps supply chains, runs peer comparisons, framework analysis, and generates price targets — grounded in verified data, not summaries.

Mack Scout
IDEAS
Opportunity Scout

Hunts new ideas across your investment themes. Screens catalysts, ranks the MACK 50 watchlist, scores candidates on earnings, momentum, quality, valuation, and technicals — so you never miss a setup.

Mack Risk
RISK DESK
Portfolio Defense Agent

Watches active positions for thesis drift, technical extension, exit triggers, concentration, and review debt. Routes defend, trim, and protect decisions into a daily risk desk before small issues become portfolio damage.

Mack Pipeline
AUTONOMOUS
Research Orchestrator

Coordinates the other agents end-to-end. Aggregates candidates, scores them, verifies against real data, runs deep web research, then synthesizes a portfolio recommendation with risk limits — all without your input.

Ask Mack
CONVERSATIONAL
Portfolio Copilot

Chat with your portfolio in natural language. Compare tickers, run pre-trade checks, surface alpha events, trace macro cascades, and get daily AI briefs — all contextual to your positions and theses.

Mack Thesis
MONITORING
Thesis Monitor

Watches every position 24/7. Tracks thesis health, fires disconfirmer alerts, monitors exit triggers and kill switches. Tells you the moment a position breaks — before you'd notice yourself.

Autonomous by default

Agents do the work.
You make the decision.

MackAI is not a chatbot bolted onto market data. It is a coordinated agent system for research, monitoring, defense, discovery, and portfolio command.

ResearchMack Analyst reads filings, transcripts, peer context, and hidden angles
MonitorMack Thesis watches disconfirmers, review debt, and position health
DefendMack Risk flags extension, exit triggers, sizing, and portfolio damage
DiscoverMack Scout hunts new names across themes, catalysts, and momentum
OrchestrateMack Pipeline turns scattered research into ranked candidates
CommandAsk Mack lets you direct the full agent team in natural language

What’s Inside

Not summaries.
Agentic investment work.

Hidden angle extraction from earnings calls
Supply chain mapping & disruption alerts
5-phase AI research pipeline
Confidence calibration analytics
Macro thesis → position cascade tracking
MACK 50 composite ranking system
Pre-trade checklists & rule enforcement
Insider activity monitoring
Peer comparison & relative valuation
Theme momentum quadrants (RRG)
AI daily brief with portfolio context
Decision journaling & post-mortems
Portfolio beta & concentration metrics
Alpha event timeline & catalyst tracking
Framework analysis (variant perception, risk-reward)
Intel extraction from any source (tweets, articles, transcripts)

Workflow

From command to decision

01

Give the team context

Connect positions, watchlist names, theses, catalysts, conviction, and what would invalidate your view.

02

Let the agents work

MackAI researches, monitors, defends, scouts, and routes signals into a daily command layer.

03

Act with clarity

Review defend, research, entry, and postmortem decisions with evidence attached to each action.

Built for investors who

Run concentrated portfolios of 5–25 names
Want agents that do real research, not generate summaries
Believe process compounds, not just returns
Need a command system for conviction — not another screener

Put an AI analyst team behind your portfolio.

Join a small group of investors replacing dashboards and one-off prompts with agentic portfolio work.

Invite only