Institutional intelligence.
Personal scale.
SoiKio brings the power of a full investment research team to individual investors through advanced AI orchestration and multi-model analysis.
How It Works
Data Collection
Real-time market data, portfolio positions, news, and financial metrics are continuously aggregated from multiple sources.
AI Analysis
16 specialized AI agents analyze stocks from fundamental, technical, macro, quantitative, and behavioral perspectives simultaneously.
Strategic Synthesis
The CIO coordinator resolves conflicts, weighs perspectives, and delivers clear, actionable recommendations with confidence scores.
Platform Components
AI Investment Board
16 specialized AI analysts powered by Claude Opus, GPT-4, and other frontier models. Each analyst focuses on a specific domain: fundamentals, technicals, macroeconomics, options flow, insider activity, ESG, and more.
- ▸Fundamental Analyst - Balance sheets, P/E ratios, growth metrics
- ▸Technical Analyst - Chart patterns, momentum, resistance levels
- ▸Macro Analyst - Economic trends, sector dynamics, Fed policy
- ▸CIO Coordinator - Synthesizes all perspectives into actionable guidance
Cloud Orchestration
N8N workflows running on enterprise cloud infrastructure coordinate all analysis activities, data collection, and report generation. Fully automated daily execution.
- ▸Scheduled daily analysis runs before market open
- ▸Parallel processing of all portfolio positions
- ▸Real-time webhooks for instant updates
- ▸Error handling and retry logic for reliability
Data Integration
Real-time connections to market data providers, portfolio platforms, and news sources. Supabase PostgreSQL database ensures data persistence and historical tracking.
- ▸Yahoo Finance API for quotes and fundamentals
- ▸News API for breaking market developments
- ▸Portfolio tracking across multiple brokerages
- ▸Historical analysis archive for performance tracking
Reporting Engine
Professional Excel reports automatically generated and delivered daily. Structured format with recommendations, analyst votes, performance tracking, and trade logs.
- ▸Executive summary with board consensus
- ▸Individual analyst reports with reasoning
- ▸Portfolio performance metrics and attribution
- ▸Historical recommendation accuracy tracking