AnAIOperatingSystembuiltforhowinvestmentteamswork
Portfolio understanding, all your data feeds, and trusted AI unified in one deterministic layer that knows your book. Stay ahead.
Built for the portfolio manager.
Understand what's driving your portfolio, identify risks, and act faster.
Without stitching together data across systems.
In production
What teams get back
Trusted by hedge funds, family offices, asset managers, market makers, and digital asset firms.
Your fragmented systems report numbers.
They don't understand them.
You're stitching together portfolio understanding in fast, reflexive markets.
Data lives across disconnected systems.
Portfolio state changes constantly.
Insights require manual work.
AI outputs aren't reliable without context.
Context lives inside investors' heads.
AI designed for how portfolio managers operate.
Institutional capabilities. Personal relevance. The layer of intelligence your PMS was never designed to provide.
Investment Portfolio Brief
Daily BriefWhat changed, why it matters, what to do. A concise daily read that surfaces the moves driving your book — so you walk into every meeting already grounded.
Risk Analyst
Live RiskReal-time exposure and risk analysis. Stress-test scenarios across macro and market events, and quantify how every shock translates into your specific positions.
Interactive Analysis
Natural DialogueGenerate charts, dashboards, and use natural language to interact with your portfolio data. Ask any question, get an auditable answer grounded in your live book.
Autonomous Analysis
Always OnSurfaces risks and executes workflows proactively. Merklebase watches your portfolio in the background and alerts your team the moment exposures, factors, or limits move outside the lines.
Reporting Manager
Investor ReadyInstantly generate investor-ready reports from fragmented data and narratives. Monthly letters, quarterly tear-sheets, and bespoke memos — built to your firm's standards in minutes, not days.
You manage billions. Your tools make you earn it the hard way.
You're monitoring all of these — simultaneously.
The edge isn't in working harder. It's in having a system that already knows.
A unified system that makes all data sources work together with AI.
Merklebase grounds AI in a deterministic, auditable portfolio state — combining positions, market data, and workflows — so AI can reason on real context — not generate guesses.
Avoid catastrophic drawdown before it moves markets.
→ Stage OMS orderSurface hidden exposure before it becomes a loss.
→ Surface alert to PMTurn constraints into alpha — compliant, logged, fast.
→ Write audit logStay on target without manual reconciliation overhead.
→ Send notificationCapture market moves your thesis already anticipated.
→ Update data storeYou can build this. Or use a production-ready system — today.
Most AI tools generate outputs. They don't understand your portfolio, your exposures, or your risk. Merklebase computes, unifies, and governs your data — so AI can be trusted in production.
From data to decision, in one system.
Connect your data
Securely link portfolio and data feeds.
Build deterministic portfolio state
Merklebase computes a unified, auditable view of everything you own — positions, exposures, risk, and performance — and connects causation with market signals and news.
Enable AI to understand and act
With structured, grounded context, AI can surface insights, run analysis, generate reports, and monitor your book — without hallucinating or generating guesses.
Enterprise Security
Tenant Isolation
Every client environment is fully isolated.
Data Encryption
All data is encrypted end-to-end.
No Training on Your Data
Your portfolio data is never used to train models. It stays within your environment boundary.
Every output is grounded, traceable, and auditable.
Stop stitching together your portfolio understanding.