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Your AI-powered analyst. Instant insights. Always on.

Optimai Portfolio AI Copilot
P A T

What is PAT?

PAT is an agentic AI embedded in Optimai’s Portfolio Management & Analytics System.
It automates portfolio commentary, surfaces key portfolio drivers, and generates actionable insights—all in natural language—so investment professionals can spend less time analyzing and more time advising.

Whether you're preparing for a client meeting, rebalancing portfolios, or scanning for
adverse news—PAT is your 24/7 portfolio analyst.

Built for Investment Teams Who Need to:

Automate portfolio commentary
and time-consuming performance summaries

Understand what's driving returns—performance, volatility, allocations, and news

Respond fast
to client queries with
natural language Q&A

Keep ahead
with AI-enriched outlooks, trends,
and risks

Core Capabilities

Comprehensive Portfolio Commentary

  • Performance summaries, key drivers, top performers/laggards
  • Portfolio value progression, sector shifts, concentration risk

Simplified Snapshots

  • Summaries for client discussion: major changes, standout metrics, next steps
  • Visuals: net return vs volatility, allocation charts, attribution
  • Highlights misalignment with model portfolios
  • Uncovers sector/currency gaps and proposes rebalancing steps
  • Benchmarks performance and outlines action plans
  • Get data-backed answers—instantly.
  • Enriches portfolio commentary with macro, regulatory, and sector trends
  • Pulls in real-time market news and sentiment
  • Runs adverse news searches for named entities

AI-Driven Rebalancing Strategy

Natural Language Q&A

Relevant Market & Company News Integration

"What's the asset allocation by
country vs sector?"

"Compare the performance of the private banks"

"What is the
Value at Risk?"

Related Solutions

Explore other modules by Optimai

Investment Data Warehouse

Interactive Dashboard

Portfolio Management & Analytics System

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