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Behavioral Finance Intelligence Platform
7 AI agents.
One portfolio.
60 seconds.
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.
IC-grade analysis47 behavioral biasesWhite-labeled outputMAS · MiFID II · GDPR aligned
14-day free trial · No credit card required · MAS · GDPR · MiFID II aligned
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IC briefing delivered
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Specialized AI agents
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Behavioral biases tracked
0%
White-labeled output
Sample outputs
See what committees receive
Representative layouts — swap in your portfolio for live DNA, Swarm IC, and Vault exports.
Sample IC memo
Committee-style synthesis with regime, risks, and actions.
View sample →Sample DNA report
Behavioral and structural diagnostics for the book.
View sample →Sample advisor PDF
White-label brief ready for client-facing review.
View sample →Sample research memo
Regime and desk commentary from the research hub.
View sample →Sample results view
Full post-upload intelligence layout after analysis completes.
View sample →
Agentic AI System
Seven specialists. One Investment Committee.
Most platforms give you data. NeuFin gives you a complete IC — seven agents running simultaneously the moment you upload your portfolio.
Watch 60-second demoTry interactive product tourSee sample IC memoExplore advisor workflowHelp & tutorials
MR
Macro Intelligence
Classifies market regime from FRED CPI, VIX, PMI, and yield curve — every decision is regime-aware.
Risk-Off · 82% confidence
PS
Portfolio Strategist
Converts macro signals into an actionable positioning thesis for your exact holdings.
Defensive rotation recommended
QA
Quantitative Analysis
Pearson correlation clusters, weighted beta, HHI concentration, Sharpe ratio — pure mathematics.
Sharpe 1.24 · Beta 0.82
TO
Tax Optimisation
Per-position CGT liability and tax-loss harvesting before year-end to protect after-tax alpha.
CGT exposure: $4,200
RR
Risk Sentinel
Independent second opinion on tail risk, concentration, and drawdown — not influenced by other agents.
Risk: HIGH · Tech cluster 67%
AD
Alpha Discovery
Live regime-aware scan for sector rotations and momentum signals missing from your portfolio.
2 opportunities identified
IC
IC Synthesis
Aggregates all agents into one audit-quality Investment Committee memo, white-labeled and PDF-ready.
Briefing ready → PDF
| 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 |
Upload Portfolio — It's Free→
No account required · Results in 60 seconds
For Advisors
IC-grade client intelligence without the manual report grind.
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
Behavioral intelligence through your stack — without a six-month build.
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
Common questions
Straight answers for advisors, platforms, and risk teams evaluating NeuFin.
How is my portfolio data handled?
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.
How long does analysis take?
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.
What file formats are accepted?
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.
Do I need a live broker connection?
No. NeuFin works from positions you export or upload. Live connectivity is optional for future roadmap integrations and never required for core intelligence.
Is the output advisor-ready?
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.
How are benchmarks, currencies, and markets handled?
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.
Simple, transparent pricing
Start free. Scale as your practice grows.
Free
$0/month
Start with the basics
- 3 DNA analyses
- Basic behavioral report
- CSV upload
Most popular
Advisor
$299/month
For professional advisors
- Unlimited portfolio analyses
- White-label PDF briefs
- Multi-client workspace
- API access (3 endpoints)
Enterprise
$999/month
For platforms and institutions
Custom pricing available
- Everything in Advisor
- Platform embed and SLA
- Dedicated integration support
- Revenue-share options
Live Market Intelligence
Real-time regime monitoring
Our agents monitor 40+ macro signals continuously
Current regime
neutral
Confidence · 50%
Regulatory footprint
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.