Turn ideas into intelligent investment portfolios.
Illustrative example prompts:
- Keep 40% in bonds and put 30% of my equity into momentum. Low-cost ETFs only.
- What's the case against momentum right now? Show me both sides.
- Build a conservative series for my clients near retirement, income first.
- More big US tech in my portfolio, through funds rather than single stocks.
- Tilt our 60/40 models toward dividends and cap international at 20%.
- Protect me from inflation without giving up growth.
- One model for my whole book, with a capital-gains budget in taxable accounts.
An agentic investment desk for your own portfolio, or for every client you serve.
How it works
A team of specialists takes your idea.
An orchestrator routes it: a question is answered from your data, a change goes to the lead PM, the quant and review, and an idea to test brings in research first.
RoutingLead PM
A design request with a thesis to test: research first, then the lead PM, the quant and review.
- Your message
- Current model
Challenged by the desk itself.
An adversary argues the case against it. Then it is tested for viability, results, claims and your policies; what fails goes back for revision.
Council · pass 2Review specialist
Strategy: bonds held at 40%, momentum at 30% of equity.
- Research library
- Your policies
Built from your list. Every number checked.
Each sleeve sized to your targets; every new holding comes from your approved list. Engines check every weight and compute every measurement.
Desk noteQuant
Each block is 1% of the model, and the weights add to exactly 100%.
- Analytics engine
- Approved list
A model, yours to shape.
Change the idea and the desk rebuilds it. Save it as a version, compare versions, and assign it to accounts.
“Keep in bonds and put of my equity into momentum. Low-cost ETFs only.”
- Broad equity
- 42%US 30%International 12%
- Momentum equity
- 18%30% of the 60% in equityUS 12%International 6%
- Fixed income
- 40%Core bonds 24%Treasuries 8%TIPS 8%
Follow the math
60% equity × 30% momentum = 18% of the model. The other 42% stays in broad equity. Fixed income stays at 40%: 42 + 18 + 40 = 100. Inside each sleeve the weights split in fixed proportions (US 5 : international 2 in broad equity and in momentum 2 : 1; core bonds 3 : Treasuries 1 : TIPS 1), rounded so the total is exactly 100%.
Illustrative model built from broad, low-cost ETFs; not a recommendation. finv is nonexecuting: it never places trades.
It keeps working, from one portfolio to your whole book.
Every day finv checks the accounts that follow your models and opens a case when one needs you. Ask for a decision note on an account, and finv drafts it for you to accept.
Model updateMonitor
A new version is published. Every account keeps the version it follows until you move it.
- Model library
- Client accounts
Questions? Answers.
What finv does, and what it never does.
Does finv place trades?
No. finv is nonexecuting. It builds, assigns, monitors and reviews model portfolios, and saves transition plans for you to act on. It never places an order.
Where do the numbers come from?
From deterministic portfolio and analytics engines, with their inputs and as-of dates shown. Model simulations are labelled hypothetical; account performance is computed only from reconciled valuations and cash flows. Language models interpret, draft and explain: weights they propose are checked by the engines against your targets and policies, and any other number they add that is not in the facts is removed.
Can I use my own list?
Yes. It is open architecture: construction starts from your approved list of US-listed ETFs and US stocks, each marked preferred, permitted, watch, no new buys or prohibited. Stocks come with their own guardrails: a cap per stock, sector limits, or no individual stocks at all.
Who is finv for?
Investors who want an intelligent desk for their own portfolio, and the independent advisors who serve them, from one portfolio to a whole book of clients.
Is this investment advice?
No. finv makes no suitability determination, and the examples on this page are illustrative. Nothing the desk proposes is saved as a version, assigned or published until a person does it. finv is in development.
The agentic investment desk
Your next idea deserves a closer look.
For your own portfolio, or for every client you serve.