A demo built by Secure23 AI Services Contact
Super Amazing Fund Management

Admin

Settings that would otherwise be constants buried in the code, and the state of what is actually running.

Funds

Funds typed in here. Reports for them are built from the figures entered, say so, and go through review like any other. One row per line, comma separated: a spreadsheet paste works as it is.

No funds have been added by hand. The ones on the generate form come from the data source.

Add a fund

period, fund %, benchmark %

sector, allocation effect %, selection effect %

sector, fund weight %, benchmark weight %

Figures can be filled in later. Retiring a fund takes it off the generate form; reports already made still name it.

From the data source

Defined in code, not editable here.

Global Equity Fund Global Equity · global_equity · researches Microsoft, ASML Holding, Novo Nordisk
Balanced Fund Balanced · balanced · researches Fisher & Paykel Healthcare, Auckland International Airport

Generating report

This can take a couple of minutes when AI drafting is enabled, since each holding is researched live.