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Behavioral Finance Intelligence Platform
Upload your portfolio. Our 7-agent AI swarm delivers a complete Investment Committee briefing — behavioral biases, regime analysis, tax recommendations, alpha signals, and a white-labeled IC memo.
14-day free trial · No credit card required · MAS · GDPR · MiFID II aligned
Sample outputs
Representative layouts — swap in your portfolio for live DNA, Swarm IC, and Vault exports.
Committee-style synthesis with regime, risks, and actions.
View sample →Behavioral and structural diagnostics for the book.
View sample →White-label brief ready for client-facing review.
View sample →Regime and desk commentary from the research hub.
View sample →Full post-upload intelligence layout after analysis completes.
View sample →
Agentic AI System
Most platforms give you data. NeuFin gives you a complete IC — seven agents running simultaneously the moment you upload your portfolio.
Classifies market regime from FRED CPI, VIX, PMI, and yield curve — every decision is regime-aware.
Converts macro signals into an actionable positioning thesis for your exact holdings.
Pearson correlation clusters, weighted beta, HHI concentration, Sharpe ratio — pure mathematics.
Per-position CGT liability and tax-loss harvesting before year-end to protect after-tax alpha.
Independent second opinion on tail risk, concentration, and drawdown — not influenced by other agents.
Live regime-aware scan for sector rotations and momentum signals missing from your portfolio.
Aggregates all agents into one audit-quality Investment Committee memo, white-labeled and PDF-ready.
| Feature | DNA Score | Swarm IC |
|---|---|---|
| Time | 5 seconds | 60 seconds |
| Behavioral biases | ✓ | ✓ + cross-validated |
| Regime analysis | Basic | 7-agent macro synthesis |
| Trade recommendations | Generic | Exact sizing + tax cost |
| PDF export | ✗ | ✓ White-labeled |
| Churn risk score | ✓ | ✓ + narrative explanation |
No account required · Results in 60 seconds
For Advisors
IC-grade brief in 60 seconds, white-labeled with your branding
Behavioral bias detection with quantified dollar impact per position
Demonstrate IC-level analysis that justifies your advisory fee
For Platforms
REST API integration in a single weekend — 3 endpoints
DNA score and 47 bias flags per portfolio, out of the box
Churn risk detected before clients panic-sell — automated
Straight answers for advisors, platforms, and risk teams evaluating NeuFin.
Uploads are used to generate your analysis and stored under access controls aligned with our privacy policy. We do not sell portfolio data. EU residency options and DPA terms are available for enterprise customers.
Most Swarm IC runs complete in about a minute for typical portfolios; very large files or peak load may add latency. You always see progress in-product.
CSV is the primary path for retail and advisor uploads; column templates are documented in-app. Enterprise integrations can use API and approved custodian formats on request.
No. NeuFin works from positions you export or upload. Live connectivity is optional for future roadmap integrations and never required for core intelligence.
Outputs are structured as IC-style briefings and PDFs suitable for professional review. You remain responsible for suitability, disclosures, and regulatory obligations in your jurisdiction.
Benchmarks default to widely used indices unless configured; reporting currency follows your file with transparent FX assumptions in exports. Market coverage follows instrument mapping in our data layer — illiquid or OTC names may be flagged.
Start free. Scale as your practice grows.
Free
Start with the basics
Advisor
For professional advisors
Enterprise
For platforms and institutions
Custom pricing available
Live Market Intelligence
Our agents monitor 40+ macro signals continuously
Current regime
neutral
Confidence · 50%
Entities and posture we disclose to partners and committees.
European Union
ActiveNeufin OÜ — Estonia
GDPR-compliant processing, EU data residency options.
United States
ActiveNeufin Inc.
SOC 2 Type II in progress; state privacy frameworks supported.
Singapore
LaunchingMAS-aligned workflows
IC memos and audit trails mapped to advisor conduct expectations.
UAE · Malaysia
LaunchingRegional expansion
Jurisdiction-specific disclosures on roadmap.