Adviser Agent

By C8 Index Technologies (EU) Limited

Overview

Adviser Agent brings C8 Technologies' systematic investment research into ChatGPT. Financial advisers ask in plain English and get product rankings, performance and risk analytics, and rebalancing proposals in the conversation. What you can do: - Search and rank ETFs, equities, bonds, funds and model portfolios by return, risk and C8's ranking, over one, three or five years, or through an equity factor lens. - See performance and risk for any product: total and annualised return, volatility and maximum drawdown, from year-to-date to ten years, with the date the data runs to. - Get C8's current top picks to add to a 60/40, equity or bond portfolio, top buys by category, and C8's market insights. - Analyse a portfolio you describe ("100 SPY and 200 AGG"): value, weights and concentration. - Get a rebalancing proposal with target weights, share counts and the statistics of the proposed portfolio against the current one, or compare rebalancing scenarios. - Browse C8's model portfolios and their holdings. Holdings you type are analysed in memory for that answer only: nothing is stored and nothing is executed. Every answer names its source and the date its data runs to. Adviser Agent is research and analytics for financial professionals. It does not give personal financial advice, execute trades or connect to brokerage accounts; rebalancing proposals use C8's model weights and do not take account of a client's tax position or circumstances. Prices are end-of-day closes. Requires a C8 Adviser Agent account. You connect with your account email and a one-time code; no API keys.

Tools

analyze_portfolio_composition

ChatGPT

Break a portfolio into holdings with live values and weight percentages. Pass inline positions [{ticker, position}] straight from the conversation (confidential, nothing stored), or modelPortfolioRef for a catalog template. Pass exactly one of the two.

compare_rebalance_scenarios

ChatGPT

Run an ENSEMBLE rebalance: sweep four scenarios (rebalance-only, with-exclusion, +new-instruments, exclusion+new) and compare their risk/return stats against the current portfolio. PREFERRED (confidential, nothing stored): pass inline positions [{ticker, position}]. Returns each scenario's trades + stats, the current-portfolio benchmark, and a 'suggested' block naming the best scenario for maxReturn / bestSharpe / minDrawdown. ANALYSIS ONLY — never executes trades.

get_investment_performance

ChatGPT

Historical performance of ONE instrument over a period: total and annualised return, annualised volatility, maximum drawdown and the month-end price series, with the date the data runs to (asOf). When the reference matches more than one instrument, the response carries needs_clarification with the candidates instead of figures.

get_market_insights

ChatGPT

Knowledge Hub content: highlighted products with C8's investment theses, research articles, and latest market news.

get_model_portfolio

ChatGPT

Inspect one catalog model portfolio: its holdings (flat, default), direct children, or the input model definition.

get_top_buys

ChatGPT

Current 'Top Products To Buy' ranking (C8 buy-ranking) for a product category, optionally through an equity-factor lens.

get_top_picks

ChatGPT

C8's 'Top Picks to Add to Your Portfolio' for a base-portfolio context. stocks and bonds come from the C8 research process; stock_bond (60/40) is ranked daily from market data by how much 10% of each ETF improves a 60/40 portfolio's Sharpe, Sortino and Calmar ratios - the result states its method and window, quote them with the picks.

list_model_portfolios

ChatGPT

List the catalog's model portfolios that are available for direct investment / rebalancing (the 'Model Portfolios for Direct Investment' universe). No parameters.

rebalance_proposal

ChatGPT

Propose trades to optimize a portfolio. PREFERRED (confidential, nothing stored): pass inline positions [{ticker, position}] straight from the conversation — the engine computes in memory. ANALYSIS ONLY — never executes trades; the advisor decides.

resolve_identifier

ChatGPT

Look up which instruments/portfolios match a free-form string. Use to enumerate candidates before a destructive op, or after a needs_clarification response.

search_investments

ChatGPT

Search and rank the investment catalog (ETFs, equities, bonds, funds, model portfolios). Use for 'find / search / which / top / rank / top picks' questions. Rankings mirror the Navigator site: rankingOver picks the ranking window, factor filters equities by factor model, topPicksFor ranks the best ETFs to ADD to a given base portfolio.