Empeno Invest AI Platform

The AI-powered portfolio intelligence experience investors notice immediately

Empeno Invest is built on top of artificial intelligence and smart automation to turn portfolio data into fast, decision-ready guidance. This page highlights what buyers get after onboarding.

AI-generated portfolio insights
Automation-first decision workflows
Operational CSV upload flow
AI-native platform Holdings transparency AI risk and concentration metrics Bank movement analysis Intelligent upload workflow
Get purchase information See included capabilities

AI Holdings Workspace

Complete position view enhanced with intelligent sector context, sorting, and visual allocation.

AI Metrics Dashboard

AI-informed concentration, currency exposure, contributor analysis, and executive KPI visibility.

Smart Bank Insights

Automation-powered transaction analytics, flow trends, category distribution, and key movement signals.

Intelligent Data Onboarding

Automation-ready CSV onboarding flow connected to backend processing and production-grade endpoints.

Visual experience preview

Sample visual style buyers can expect from the dashboard experience.

Sector Allocation Style

Cash Flow Trend Style

AI + Automation Advantage

Built on AI to recommend better portfolio actions

Empeno Invest uses AI-driven logic to highlight where sectors may be overweight and should be reduced, and where underweighted sectors can be expanded — based on portfolio composition and return behavior.

AI scale-down signals

AI flags sectors where concentration or return behavior indicates reduced exposure.

AI scale-up opportunities

AI identifies sectors where increased allocation can improve balance and upside capture.

Creative automation

Automates ingestion, analytics, and decision-ready views so teams move faster with less manual effort.

Guidance is generated from portfolio data and configurable AI threshold logic.

Before vs after: decision workflow

See how automation and AI-guided sector signals transform portfolio decisions.

Before

Manual and fragmented process

  • Slow spreadsheet checks across sectors and returns.
  • Hard to spot overweight concentration early.
  • Unclear priorities for scaling down or buying more.

After

AI-assisted and decision-ready

  • Automatic scale-down warnings for risky sector exposure.
  • Automatic scale-up suggestions for stronger opportunities.
  • Fast, consistent decisions from one integrated dashboard.

What buyers typically use it for

  1. Automate regular portfolio file ingestion.
  2. Give stakeholders live visibility into holdings and exposures.
  3. Spot concentration and return risks earlier.
  4. Improve decision speed with one unified analytics workspace.

Interested in offering this experience to your users?

Get setup details, pricing information, and onboarding options for Empeno Invest.

Contact sales Request a demo