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Accurate, comprehensive, and agile AI Investment Intelligence. Built for superior performance in complex financial workflows.

Sentry Investment Intelligence

Accurate, comprehensive, and agile AI Investment Intelligence. Built for superior performance in complex financial workflows.

Learn more about how Sentry can impact your investments

Workflows that Think

Create intelligent and deterministic processes that reason through data, models, and context — turning manual research into continuous computation.

Context That Moves With You.

Portfolio data, market trends, and research outputs stay connected inside your AI workspace, keeping you and Sentry aware of what’s happening, as it happens.

Operate at the Frontier

Run your financial workflows on specialized frameworks, using the world’s most advanced AI models.

Access cutting edge models

Choose from 13 powerful AI models available on our platform, designed to handle your most complex investment research tasks effortlessly.

Complete financial coverage

Sentry provides 13 specialized agents trained to cover every financial task — including valuation, risk modeling, quantitative analysis, market research, and filing search.

Get the best financial outcome

Leverage Sentry's cutting-edge framework and AI performance, purpose-built for precision, speed, and results.

End to end coverage in investment research

Run your financial workflows on specialized frameworks, using the world’s most advanced AI models.

01

Sentry connects to structured and unstructured data across markets, macro indicators, prediction platforms, crypto, funds, and regulatory filings. It blends these with internal firm data for real-time accuracy and context — giving every model, query, and analysis instant access to the full financial picture.

02

Built on that foundation, Sentry offers a unified suite for valuation, risk management, quantitative modeling, and market intelligence. Fine-tuned agents span equities, options, funds, crypto, and prediction markets, accessible through a graph interface, chat, or no-code workflow builder for seamless research and automation.

03

Sentry turns work into outcomes. It generates complete model results with portfolio context, builds share-ready reports, spreadsheets, and decks, schedules recurring tasks, and writes or executes code for quantitative strategies — delivering research that’s immediately actionable.

Smarter Investing Begins Here.

Sentry unifies data, modeling, and execution — turning complex research workflows into an intelligent, self-running system.

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