Reflexivity

Reflexivity is an AI-powered investment analysis platform built for institutional investors. It combines trusted financial data from providers like S&P Global, LSEG Datastream, Cboe, and Nasdaq with explainable AI to help portfolio managers and analysts surface insights — not noise. The platform covers the full research workflow: deep research, knowledge graph exploration, portfolio monitoring, scenario analysis, document intelligence, and smart screening. No separate data contracts are required.

The platform's Deep Research feature uses an autonomous AI agent that writes and executes code to answer complex financial questions with institutional-grade accuracy. The Knowledge Graph maps interconnected market relationships, helping users discover hidden links between companies, themes, and events. Portfolio Insights delivers real-time alerts and performance attribution. Scenario Analysis lets users test investment hypotheses against historical data. Document Intelligence extracts key information from SEC filings and earnings transcripts using OCR and NLP. Smart Screening combines the knowledge graph with qualitative data to surface investment opportunities. All analysis is auditable, with every insight traceable to its source data.

Reflexivity is designed for institutional investors — portfolio managers, analysts, and investment teams at hedge funds, asset managers, and banks. It's also available as an API for technology teams who want to integrate its AI capabilities into existing systems. The platform is SOC 2 Type 2 certified, with end-to-end encryption, data isolation, and private infrastructure. It's built by a team of former portfolio managers and technologists from firms like Lombard Odier, Fortress, and Kensho.