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AI Transparency

13 AI Models. Zero Black Boxes.

Every AI feature in DeskFi is purpose-built for a specific job. Here is exactly what each one does, what data it uses, and what you get back. No mystery, no vague “AI-powered” marketing.

Built on Anthropic's Claude

All 13 AI features run on Claude Sonnet 4 by Anthropic, one of the most capable and safety-focused AI models available. Each feature has a carefully engineered prompt with structured instructions, scoring frameworks, and output constraints. Your portfolio data stays between you and the AI. We never train on your data.

Weekly Allocation

Your personal CIO briefing. The AI reviews your entire portfolio against live market data, scores each of your investment themes, and tells you exactly where to put your weekly budget with specific tickers and dollar amounts.

When it runs

On demand, typically once per week before you invest

Data it analyses
  • -Your full holdings, cost basis, and P&L
  • -Your investor profile, risk tolerance, and themes
  • -Live fundamentals from Finnhub (P/E, growth, margins)
  • -Recent company news and analyst ratings
  • -Earnings calendar and macro events
  • -Your watchlist stocks and entry signals
What you get back

Market assessment, index health scores, allocation table with exact tickers and amounts, risk alerts, watchlist entry signals (BUY NOW / WAIT / AVOID), and conviction ratings.

Powered by Claude Sonnet 4

Morning Brief

A quick portfolio health check. Scans your positions for overnight news, earnings surprises, analyst upgrades/downgrades, and macro shifts that affect your holdings. Flags anything that needs attention today.

When it runs

On demand from the Holdings page, or as part of the Monday alert

Data it analyses
  • -Your holdings and current P&L
  • -Live stock research data per ticker
  • -Recent company news (last 14 days)
  • -Your investor profile and themes
What you get back

Portfolio health score, top risks by category (valuation, macro, earnings, geopolitical), numbered action items, and a sector-by-sector assessment.

Powered by Claude Sonnet 4

Deep Dive Analysis

An institutional-grade equity research note on a single stock. Goes deep on valuation, fundamentals, technicals, peer comparison, and catalyst timeline. Tests your thesis against real data.

When it runs

On demand when you want a full thesis review on any holding

Data it analyses
  • -Your position details (shares, cost, P&L, weight)
  • -Live Finnhub data (P/E, margins, growth, beta, 52-week range)
  • -Analyst consensus ratings
  • -Recent company news
  • -Your desk notes and thesis
What you get back

2-4 paragraph thesis assessment, vertical metrics table, peer comparison, bull/bear cases, key catalysts, conviction rating with reasoning, and specific action recommendation.

Powered by Claude Sonnet 4

Catalyst Radar

Scans the next 30-60 days for events that could materially move your portfolio. Covers earnings dates, Fed decisions, product launches, defence contracts, regulatory actions, and geopolitical developments.

When it runs

On demand from the Research Desk

Data it analyses
  • -Your full portfolio holdings and weights
  • -Finnhub earnings calendar (90-day lookahead)
  • -Company news for every ticker you hold
  • -Macro event calendar (Fed, CPI, OPEC, etc.)
  • -Geopolitical and macro news intelligence
  • -Your investor profile and themes
What you get back

15-25 chronologically sorted catalysts with dates, impact ratings (high/medium/low), affected tickers, category tags, and analysis. Plus 3-5 top portfolio risks and an executive summary.

Powered by Claude Sonnet 4

Comps Analysis

Picks 4-5 comparable public companies and runs a full valuation comparison. Shows whether your stock trades at a premium or discount versus peers and whether that gap is justified.

When it runs

On demand when you want to see how a stock stacks up against peers

Data it analyses
  • -Subject company fundamentals from Finnhub
  • -AI-identified peer group (same industry, similar scale)
  • -Live metrics for all peers (P/E, P/B, EPS growth, margins, D/E, beta)
  • -Analyst consensus for each company
What you get back

Peer comparison table, median metrics, premium/discount percentages vs peer group, verdict (cheap/fair/expensive), best value pick, and key risk.

Powered by Claude Sonnet 4

Thesis Stress Test

An aggressive activist short-seller tears apart your bull thesis. Attacks valuation, fundamentals, competitive positioning, macro exposure, and position sizing. No hedging, no balance. Pure prosecution.

When it runs

On demand when you want the bear case on any stock

Data it analyses
  • -Your position details (shares, cost, portfolio weight)
  • -Your bull thesis (optional, for targeted attack)
  • -Live fundamentals (P/E, margins, growth, debt, beta)
  • -Analyst ratings and recent news
  • -Account total for concentration analysis
What you get back

Six-section attack: valuation, fundamentals, competitive, macro/geopolitical, position sizing with drawdown estimates (-30%, -50%), and final verdict with thesis durability score (1-10).

Powered by Claude Sonnet 4

Research Chat

A conversational research assistant with full access to your live portfolio. Ask about any stock, sector, macro trend, or trade idea. Scales its response depth to your question.

When it runs

Anytime you have a question about your portfolio or the market

Data it analyses
  • -Your complete holdings and P&L
  • -Live Finnhub research (on-demand per ticker mentioned)
  • -Conversation history for follow-up questions
  • -Your investor profile
What you get back

Conversational responses with specific data. Short questions get short answers. Deep questions get structured analysis with metrics, peer context, and trade guidance.

Powered by Claude Sonnet 4

Holdings Ratings

Rates every holding in your portfolio across three dimensions: fundamentals, technicals, and theme fit. Uses explicit scoring bands to prevent everything clustering around the same score.

When it runs

On demand to score all your positions

Data it analyses
  • -Your complete holdings with cost basis and P&L
  • -Live Finnhub metrics per stock
  • -Your investor profile and themes
  • -Portfolio-level context (total value, weights)
What you get back

Three scores per stock (1-10 each for fundamentals, technicals, theme fit), an overall rating, and a one-line rationale. Scores use defined bands: 9-10 exceptional, 7-8 strong, 5-6 average, 3-4 weak, 1-2 critical.

Powered by Claude Sonnet 4

Earnings Sentiment

Analyses the shift in management tone between two earnings calls. Catches signals 1-2 quarters before they show up in the numbers. A CEO who gets evasive in Q&A or softens guidance language is often a leading indicator.

When it runs

After earnings calls, when you paste two consecutive quarter transcripts

Data it analyses
  • -Two consecutive quarter earnings call transcripts (pasted by you)
  • -Quarter labels for comparison
What you get back

Five dimension scores (conviction, guidance language, Q&A responsiveness, risk language, demand tone), trajectory assessment (improving/stable/deteriorating), key quotes, red flags, and bullish signals.

Powered by Claude Sonnet 4

Watchlist Research

Describe any theme in plain English and the AI identifies 5-8 publicly traded stocks that best capture it. Focuses on pure-play exposure, structural growth, and asymmetric upside.

When it runs

When you describe an investment theme you want exposure to

Data it analyses
  • -Your theme description
  • -Your existing watchlist (to avoid duplicates)
What you get back

5-8 stock suggestions with ticker, company name, sector, market cap, conviction rating (very-high to speculative), 2-3 sentence thesis with specific data, and upcoming catalyst.

Powered by Claude Sonnet 4

Watchlist Entry Analysis

A rapid entry-point assessment for watchlist stocks. Gives you a clear signal on whether now is the right time to buy, based on technical setup, catalyst alignment, and risk/reward.

When it runs

On demand for any stock on your watchlist

Data it analyses
  • -Stock's watchlist data (thesis, catalyst, conviction)
  • -Live Finnhub data (P/E, 52-week range, beta, analyst ratings, news)
What you get back

Signal (BUY NOW / WAIT / AVOID), ideal entry price range, 2-3 sentence timing rationale, biggest risk, and suggested position size as % of weekly budget.

Powered by Claude Sonnet 4

Monday Alert

A weekly portfolio check-in delivered to your phone. Reviews the past week, flags what changed, and highlights what to watch this week. Built around your actual positions and budget.

When it runs

Automatically every Monday morning via WhatsApp (Pro)

Data it analyses
  • -Your full holdings, P&L, and portfolio value
  • -Live fundamentals and recent news per ticker
  • -Earnings calendar and macro events
  • -Your watchlist with entry signals
  • -Your investor profile and weekly budget
What you get back

Top movers summary, action alerts with specific tickers, key risk to watch, week-ahead preview, and watchlist entry signals.

Powered by Claude Sonnet 4

WhatsApp AI Chat

Chat with your AI advisor directly on WhatsApp. Ask about any stock, your portfolio, or market conditions. It has your live holdings data and responds in a punchy, mobile-friendly format.

When it runs

Anytime you message your DeskFi WhatsApp number (Pro)

Data it analyses
  • -Your top 15 holdings with P&L
  • -Portfolio total value
  • -Your investor profile
  • -Your message
What you get back

Concise, opinionated responses under 1500 characters with WhatsApp formatting. Trade views, portfolio insights, or macro analysis depending on your question.

Powered by Claude Sonnet 4

Data Sources

Portfolio Data

Pulled from your Trading 212 account via read-only API. Holdings, cost basis, P&L, dividends, and account value. Encrypted at rest with AES-256-GCM.

Market Data

Live fundamentals, analyst ratings, earnings calendar, and company news from Finnhub. Refreshed on each analysis run.

Your Profile

Your investment goals, risk tolerance, themes, budget, and AI preferences from onboarding. Used to personalise every analysis. Editable anytime in Settings.

All AI-generated content on DeskFi is for informational and educational purposes only. It does not constitute financial advice or a personal recommendation. Capital at risk. Always do your own research. See our Risk Disclosure for details.

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