The AI Agent for Portfolio Management
Agentic AI that takes you from idea to portfolio in minutes — at institutional speed and scale. Four-year live track record. 5-star rated UCITS funds.
How it works
One platform to build, enhance, and manage any portfolio.
AutoCIO brings portfolio construction, enhancement, and management into a single AI platform - turning workflows that took days into minutes.
01 — BUILD FROM SCRATCH
Build any portfolio in minutes
Build portfolios with daily AI forecasts across 50,000+ equities. Test ideas, run backtests, and generate optimised strategies instantly.
Test the configuration
×02 — UPLOAD & OPTIMISE
Optimise any existing portfolio
Upload via CSV, Excel, or PDF. AutoCIO analyses, rebalances, and improves portfolios within defined mandates, constraints, and risk parameters.
03 — SEARCH & ENHANCE
Enhance any fund with AI
Search 64,000+ global funds and ETFs. Use AI to improve performance, risk, and diversification - without changing the strategy's core intent.
| Metric | 1Y | 3Y | 5Y | MAX | ||||
|---|---|---|---|---|---|---|---|---|
| Port. | AI | Port. | AI | Port. | AI | Port. | AI | |
| Ann. returns | 30.19% | 28.23% | 21.46% | 20.82% | 12.36% | 12.74% | 13.01% | 13.65% |
| Volatility | 10.50% | 10.04% | 11.06% | 10.65% | 12.66% | 12.50% | 13.56% | 13.68% |
| Sharpe ratio | 2.87 | 2.81 | 1.94 | 1.96 | 0.98 | 1.02 | 0.96 | 1.00 |
| Excess return | — | -1.96% | — | -0.64% | — | 0.38% | — | 0.64% |
| Tracking error | — | 1.94% | — | 1.74% | — | 1.80% | — | 1.84% |
| Info ratio | — | -1.01 | — | -0.37 | — | 0.21 | — | 0.35 |
| Realized beta | — | 0.94 | — | 0.95 | — | 0.98 | — | 1.00 |
| Drawdown | 9.47% | 9.28% | 14.20% | 12.73% | 25.75% | 24.38% | 35.26% | 33.70% |
| Portfolio | AI Enhanced | |
|---|---|---|
| Number of names | 494 | 394 |
| Median market cap | US$39.70 bn | US$47.83 bn |
| Dividend yield | 1.76% | 2.06% |
| P/E | 21.62 | 20.22 |
| P/BV | 2.94 | 2.66 |
| Turnover | 67.84% | 51.04% |
04 — AI CO-PILOT MODE
Ask AI. Execute instantly.
Interact with AutoCIO in natural language to analyse portfolios, explore ideas, and execute complex tasks. Specialised AI agents handle multi-step workflows from analysis to implementation.
- Universe: S&P US BMI, screened for Semiconductors, AI Infrastructure & Software/Data.
- AI Tilt: Dynamically overweights stocks with stronger expected returns.
- Growth tilt: +0.25σ exposure to the growth factor vs. benchmark.
- Diversification: Max 10% single-stock weight, sector cap 35%.
Why AutoCIO
What makes AutoCIO different
AutoCIO extends across the full portfolio workflow from signal generation and optimisation to implementation - backed by a live track record managing institutional capital.
01
Proven in live markets
AutoCIO powers 5-star rated UCITS funds with a four-year live track record, demonstrating performance with institutional capital in regulated markets.
02
Customisation at scale
Turn any investment strategy into a tailored portfolio, aligned to each mandate, risk profile, and client preference - without adding operational complexity.
03
AI signals for 50,000+ equities
AutoCIO generates daily AI forecasts across 50,000+ equities, turning market data into signals for portfolio selection, weighting, and rebalancing.
04
Faster portfolio workflows
Test ideas, run backtests, and deploy optimised portfolios in one session, turning days of manual work into minutes to increase efficiency and lower costs.
05
Open architecture by design
API-first, with Python SDK and MCP connectivity, AutoCIO integrates into existing workflows and connects securely through Claude, Gemini, and ChatGPT.
The AI signal
Predictive signals across 50,000+ assets.
Powered by 35 billion data points and 230,000+ daily signals, AutoCIO's AI captures patterns traditional approaches miss and adapts as markets change.
Signal intelligence
Daily forward-looking signals across 50,000+ equities and 87+ machine learning features per stock.
Continuously adaptive
Learns directly from market behaviour, adapting as conditions change, without relying on static models or fixed assumptions.
Proven in live markets
AutoCIO's signals power live, award-winning UCITS funds with a verified four-year track record and 5-star Morningstar rating.
Built for portfolio decisions
Designed to drive portfolio outcomes, from stock selection to weighting, optimisation, and rebalancing.
A Verified Track Record
Award-winning performance
AutoCIO is the only AI portfolio management platform with a verified, award-winning track record managing institutional capital.
Past performance is not a guarantee of future results. Data as of March 2026. All returns are net of fees.
The co-pilot
The co-pilot you actually had in mind.
AutoCIO's AI agent works alongside you - analysing, rebalancing, and executing through natural conversation.
Natural language interface
Ask complex portfolio questions in simple language and receive institutional-grade analysis in seconds.
Specialised agents
Specialised AI agents handle complex portfolio tasks - from analysis to execution - so you can focus on strategy.
Instant reporting
Generate factsheets, benchmarks, and peer comparisons on demand. Download-ready, institutional quality.
Multi-step workflows
AutoCIO handles complex, multi-step portfolio tasks - from analysis through to execution - without manual intervention.
Use cases
Built for how investors actually work.
Whether you manage a single fund or a multi-strategy platform, AutoCIO adapts to your workflow.
Portfolio Managers
Enhance existing strategies with AI-driven signals and optimisation. AutoCIO identifies where performance, risk, and diversification can be improved without changing the investment thesis or mandate.
Wealth Advisors
Deliver hyper-customised, institutional-grade portfolios to every client. Build tailored strategies across multiple mandates, risk profiles, and asset classes at scale, while reducing operational complexity and cost.
Platforms
Integrate AutoCIO's AI signals into fund-of-funds and multi-strategy portfolios. Connect via API or Python SDK for seamless integration into existing infrastructure, workflows, and portfolio decision-making processes.
Insights
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