Does the AI Agent provide investment recommendations?

The AI Agent provides analysis and information but is not a licensed investment advisor. All investment decisions are made by you.

Which AI models are used?

The Agent uses GPT-4o from OpenAI and AWS Bedrock models (Claude). The model choice depends on the type of analysis.

Can the Agent see my portfolio?

Yes, but only with your consent. The Agent can analyze your assets, transactions, and portfolio performance to deliver personalized answers.

How many queries can I make?

The free plan includes 10 queries per month. The Premium plan offers a significantly higher limit suited for intensive use.

What languages does the Agent understand?

The Agent understands Polish and English. You can freely switch between languages during the conversation.

Features

AI Investment Agent

Your personal investment assistant powered by artificial intelligence. Ask about any company, request portfolio analysis, or get strategy proposals.

AI-powered

Advanced language models (GPT-4, AWS Bedrock) with financial and market data expertise.

Natural language

Chat like with an advisor. Ask questions in plain language — the Agent understands context.

Portfolio context

The Agent sees your assets and analyzes them in context — no need to describe your portfolio every time.

Real-time market data

Access to current prices, financial ratios, quarterly results, and macro data.

Strategy proposals

The Agent proposes strategies tailored to your risk profile and investment goals.

Fast analysis

Instead of hours of searching through reports — get a summary in seconds.

AI Agent chat interface — ask about any company

AI Agent analyzes your portfolio composition and performance

AI Agent proposing strategy with backtest

Strategy proposal with instant backtesting capability

Artificial intelligence at the service of your investments

The AI Agent in Ecrumena is an advanced assistant that understands the context of your portfolio and helps you make better investment decisions. This is not an ordinary chatbot — it has access to your portfolio data and current market data.

Company analysis

Ask the Agent about any company: "What does Apple's cash flow look like over the last 5 years?" or "Compare the operating margin of KGHM and JSW." The Agent will fetch current data and prepare a clear analysis.

Portfolio analysis

The Agent sees your portfolio and can evaluate it: "Is my portfolio well diversified?", "Which stocks are dragging my portfolio down?", "How does my return compare to the S&P 500?".

Strategy proposals

Describe your investment goals and the Agent will propose a strategy tailored to your risk profile. You can then immediately backtest it.

Frequently asked questions

: The AI Agent provides analysis and information but is not a licensed investment advisor. All investment decisions are made by you.
: The Agent uses GPT-4o from OpenAI and AWS Bedrock models (Claude). The model choice depends on the type of analysis.
: Yes, but only with your consent. The Agent can analyze your assets, transactions, and portfolio performance to deliver personalized answers.
: The free plan includes 10 queries per month. The Premium plan offers a significantly higher limit suited for intensive use.
: The Agent understands Polish and English. You can freely switch between languages during the conversation.

Pricing

Pricing that grows with you

Choose an affordable plan that’s packed with the best features for engaging your audience, creating customer loyalty, and driving sales.

Monthly Annually

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