How it works
The AI that thinks like
an investment professional.
AutoCIO combines 35 billion data points, 230,000+ daily AI signals, and agentic intelligence to give investors a competitive edge.
The problem
The Challenge for Investors.
Fund managers are under pressure to process more data, act faster, and deliver more tailored outcomes - often with tools built for a pre-AI world. AutoCIO changes that.
Data at scale
Market, company, and portfolio data is expanding faster than traditional workflows can process it. The challenge is converting that information into timely, actionable investment decisions.
Customisation
Clients increasingly expect portfolios shaped around specific mandates, screens, and factor preferences. Traditional processes struggle to deliver this without added complexity and cost.
Rising costs
Margins remain under sustained pressure across the industry. Manual processes in research, rebalancing, and reporting add cost without improving investment outcomes.
Fragmentation
Portfolio teams rely on separate tools for data, spreadsheets, risk, and compliance. Moving from analysis to execution still requires manual handoffs between systems.
01 — Build & Analyse
From idea to portfolio, in one platform.
AutoCIO turns portfolio ideas into live strategies through a single AI-driven workflow - from construction and testing to analytics, attribution, and reporting.
- Portfolio construction — Build multi-strategy equity portfolios with AI-driven allocation, aligned to your mandate and constraints.
- Backtesting engine — Test strategies against historical markets, with performance, risk, and attribution fully broken down.
- Fund analytics — Analyse performance, risk, factor exposure, and peer positioning across any fund, portfolio, or benchmark.
- Attribution analytics — Identify what drove returns by holding, sector, region, factor, or strategy.
- Auto-factsheets — Generate client-ready factsheets and reporting materials in one click.
02 — Upload & Optimise
Improve existing strategies without rebuilding them.
Upload holdings directly and see exposures, risks, factor tilts, and optimisation opportunities immediately without changing your current systems.
- Flexible upload — Import CSV, Excel, and PDF files with automatic field mapping and validation.
- Exposure assessment — Map holdings across factors, regions, sectors, and other portfolio dimensions in minutes.
- Rebalancing — Generate optimisation proposals with transaction cost awareness built in.
- Sustainability analysis — Assess sustainability and impact exposure against global frameworks and custom thresholds.
- Fund configuration — Apply fund-level rules, constraints, and exclusions consistently at scale.
03 — Look Up & Enhance
Search, analyse, and enhance any fund.
AutoCIO gives investors access to 64,000+ funds and ETFs, each connected to daily AI signals - making it faster to assess exposures, compare peers, and identify improvement opportunities.
- Global fund search — Search 64,000+ equity funds and ETFs using natural language or structured filters.
- Improvement opportunities — Identify underperforming holdings and explore alternatives with stronger AI signal scores.
- Peer benchmarking — Compare any fund against peers on risk, return, exposure, and sustainability.
- AI overlays — Analyse and enhance funds using AI signals without changing the underlying investment intent.
- One-click factsheets — Generate branded, client-ready PDF factsheets in one click.
AI Signal
The AI Signal behind every recommendation.
AutoCIO’s AI Signal is the platform’s intelligence layer. Trained on decades of market data and refined through live outcomes, it generates 230,000+ daily signals across 50,000+ equities.
- Continuously adaptive — The signal learns from market outcomes as they happen, adapting to changing regimes without manual recalibration.
- 4+ years live track record — AutoCIO is proven in live markets, powering portfolios with a four-year performance history, including 26.63% in 2025.
- 81% outperformance rate — Across 50,000+ fund simulations, AI-guided selections outperformed their benchmarks in 81% of cases.
- Better portfolio decisions — Converts complex market patterns into clear portfolio actions, helping to improve performance.
AI Assistant
Your AI Assistant for every portfolio decision.
Ask questions, run analysis and trigger complex workflows in natural language. AutoCIO gives every portfolio manager an AI Assistant that enhances judgement, speed and execution.
- Analyse — Get instant portfolio intelligence, from performance attribution and risk drivers to factor exposures, holdings and concentration risks.
- Design — Build strategies through conversation. Define objectives, constraints and preferences, and AutoCIO proposes a portfolio structure.
- Automate — Schedule rebalancing, alerts and reporting. The AI Assistant manages routine workflows, so portfolio managers can focus on decisions.
- Delegate — Hand complex portfolio tasks to the co-pilot using simple natural-language prompts, turning multi-step analysis into fast, actionable outputs.
Access
Available across leading AI and cloud platforms.
AutoCIO integrates natively with the AI tools your teams already use, embedding portfolio intelligence across existing workflows and decision processes.
Claude
Connect AutoCIO to Claude via MCP, enabling natural-language portfolio analysis, optimisation, monitoring and execution inside existing AI workflows and decision processes.
Gemini Enterprise
Access AutoCIO natively through Google Cloud Marketplace, with Gemini-powered workflows, enterprise SSO, audit trails and institutional controls built for investment teams.
Chat GPT
Connect ChatGPT and other LLM agents through AutoCIO’s open API, bringing portfolio intelligence directly into established AI tools, operational workflows and investment decisions.
Why AutoCIO
What makes AutoCIO different.
Five reasons leading investment teams choose AutoCIO - from live-market proof and daily AI signals to customisation, speed, and open integration.
Proven in live markets
AutoCIO is powered by the same AI engine behind award-winning UCITS funds, with four years of live performance, not theoretical backtests.
Co-pilot, not replacement
AutoCIO enhances investment decisions, identifying opportunities and automating tasks while keeping you remain in control of strategy.
Operational from day one
AutoCIO requires a login, not a long implementation. Investment teams can upload, build, test, and optimise portfolios in a single session.
Efficiency across the workflow
AutoCIO brings portfolio building, reviews, rebalancing, and reporting into one workflow, reducing manual work and lowering costs.
Open architecture by design
Available via web app, API, Python SDK, and MCP-enabled access through Claude, Gemini, and ChatGPT - wherever teams already work.
Demo Gallery
See every AutoCIO feature in action.
Explore focused walkthroughs showing how AutoCIO supports fund search, portfolio construction, optimisation, and agentic portfolio management.
FAQ
Frequently asked questions.
Quick answers to the questions we hear most often from asset managers, wealth advisors, and platform teams. Need something else? Get in touch.
Get Started
Ready to see AutoCIO in action?
Discover how leading investment teams use AutoCIO to build, optimise, and enhance portfolios faster - backed by a proven AI track record.