StoryFolio

Create personalized portfolio commentaries at scale

Used by Portfolio Managers, Multi-Asset Teams, and Financial Advisors

client engagement

Leverage the power of Generative aI to boost client engagement

Use Controlled Generative AI’s power to explain and comment portfolios at scale.

• Controlled Generative AI

Sphere leverages controlled Generative AI, which allows for the creation of custom, coherent, and reliable commentaries for every single portfolio.

• Make Hundreds of Individual Portfolio Commentaries

With Sphere you can make hundreds of individual portfolio commentaries in a matter of minutes, so you can focus on tasks of greater value.

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Used by Financial Advisors, Portfolio Managers and Relationship Managers

macro & market regime commentary

Obtain Commentaries For the Current Macro & Market Regime

Sphere will provide you custom commentaries for the current market regime.

• Macro Commentary

Whether you're focusing on Equity, Fixed Income, or Commodities markets, and no matter the geography, Sphere will provide you with you own custom macro commentary.

• In-Depth Market Commentary

Obtain specific and detailed market commentaries explaining Sphere's positioning indicators and providing a more in-depth perspective on the current market outlook.

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Used by Financial Advisors, Portfolio Managers and Relationship Managers

unique portfolio commentary

Get Individual Portfolio & Exposure Commentary

Obtain a portfolio commentary for each one of your portfolios, with in-depth explanations and descriptions.

• Portfolio Analysis

Have an in-depth analysis of your portfolio with a custom commentary of its profile, exposure, risk factors, and more.

• Portfolio Summary

Seeking a quicker explanation? Sphere also provides a summarized version of all commentaries.

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Scale your portfolio commentaries and reporting

How It Works:

Set Your Market Views

Leverage Sphere's market view, choose your own, or blend both. Additionally, add a commentary alongside your market expectations so Sphere can better shape your custom commentary.

Sphere's AI Will Conduct a Coherence Check With Your Views

Let Sphere leverage its proprietary Analytical & controlled Generative AI technology to conduct a coherence check with your set views.

Choose the AI commentary you want

Obtain a custom commentary for each one of your portfolios, with in-depth explanations and descriptions of the market and portfolio metrics. You can choose if you want a full portfolio commentary, a summarized version, a market commenary, or more.