Research outputs worth doing with your own positions.
Each demonstration is a completed Market Ontology research run. Inspect the work, then continue with your own market view, your own holdings, or your own assignment.
Keep my portfolio at its target allocation
Set target weights, cash reserve and a drift band. Only named holdings can be traded; omitted holdings remain held.
Open the working demonstrationInvest available cash over time
Divide deployable cash across selected targets over a fixed number of trading days while preserving a cash reserve.
Open the working demonstrationKeep individual positions within my limits
When a holding exceeds the selected maximum, calculate a whole-share trim back to the selected target.
Open the working demonstrationPrepare a single order before it is sent
Set one symbol's target weight and inspect the exact unsigned whole-share order this produces, before any account, routing, or broker step.
Open the working demonstrationYou expect rate cuts. Which position actually expresses your view?
Treasury duration, homebuilders and banks compared against three different reasons rates might fall, with the assumptions each case adds beyond the rate view.
Inspect the completed workHow many of your holdings depend on the same assumption?
An example AI-investment portfolio examined holding by holding: the dependency, the evidence, the scenario that challenges it, and the next fact to watch.
Inspect the completed workGive MO the research assignment you were about to spend your evening doing.
A completed company investigation separating delayed customer spending from lasting demand deterioration, with the valuation consequences and the counterargument, then revised after changing one assumption.
Inspect the completed workResearch demonstrations use completed stored runs. Execution demonstrations use versioned illustrative portfolios and the same deterministic planners as the paid product. Continuations open on Desk at $399/month, billed monthly.