Every decision gets a reason, a record, and a rail.
FundCloud is a portfolio-native decision surface — not a chatbot, not a dashboard. Ask it anything about your book and get an answer grounded in your holdings, our ML signal models, and a traceable line of reasoning.
Should I trim NVDA here given my book?
Trim to target. NVDA is at 12.4% of book — 2.4pt over your cap.
Every answer is grounded in your book.
Ask anything about your portfolio and FundCloud replies with your actual exposures, the signal context, and a traceable line of reasoning — never a generic summary.
See what actually deserves attention.
Concentration, overlap, and risk posture framed against your own portfolio — so the positions running hot surface before the market reminds you.
Close the loop every single day.
A daily brief, a portfolio-aware chat, subscribed signals, and a post-trade review on a daily cadence. Decisions compound because you actually review them.
One decision surface.Three surfaces of work.
Analyse your holdings, decide with context, operate with a daily cadence. Every feature reinforces the same loop.
Analyse
Turn scattered holdings into a single, portfolio-aware picture.
Unified holdings view
Connect brokerages, crypto wallets, and custodians. FundCloud reconciles exposures, cash, and P&L into one live book.
Concentration & overlap
See factor, sector, and name-level concentration across accounts — with overlap called out before it surprises you.
Risk framing
Drawdown posture, realised volatility, and regime context framed against your own portfolio, not a generic index.
Decide
The reasoning layer behind every answer — signals, conviction, and a trail you can audit.
Signal models
Conviction-ranked signals produced by proprietary ML models — refreshed on a daily and intraday schedule.
Conviction mapping
Every signal is mapped to the positions you actually hold, with a score you can sort, filter, and prioritise by.
Reasoning trail
Each answer logs the portfolio state, inputs, and logic chain — so decisions are reviewable weeks later.
Operate
Close the loop between brief, decision, and review.
Daily brief
A daily portfolio-aware brief: overnight moves, risk flags, conviction ideas, and what deserves attention today.
Signal watch
Subscribed signals mapped to positions you actually hold. Routed into your workflow when a setup develops.
Trade review
Attribution, signal hit/miss, and concentration checks so you learn from decisions — not just make them.
Every answer shows the portfolio state, the inputs, and the reasoning. That's what we mean by a decision surface.
The FundCloud principle
Ready to decide with context?
Request access and we'll walk you through FundCloud on your own portfolio.