Create personalized portfolio commentaries at scale
⬤ 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.
‚ÄĘ Controlled Generative AI
Sphere leverages controlled Generative AI, which allows for the creation of custom, coherent, and reliable commentaries for every single portfolio.
‚ÄĘ 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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⬤ MACRO & MARKET REGIME COMMENTARY
Obtain Commentaries For the Current Macro & Market Regime
Sphere will provide you custom commentaries for the current market regime.
‚ÄĘ 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.
‚ÄĘ 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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⬤ UNIQUE PORTFOLIO COMMENTARY
Get Individual Portfolio & Exposure Commentary
Obtain a portfolio commentary for each one of your portfolios, with in-depth explanations and descriptions.
‚ÄĘ Portfolio Analysis
Have an in-depth analysis of your portfolio with a custom commentary of its profile, exposure, risk factors, and more.
‚ÄĘ 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:
1
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.
2
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.
3
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.

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