Portfolio analysis
The desk reads a file you deposited and validated. It never reaches a broker, never places an order, and the mandate that models your exposure cannot reach the open web.
AVAILABLEWritten and covered by tests — not yet observed in a live run
Finexia holds no position and connects to no account. What it reads is a file you deposited and validated yourself — and that single fact decides most of what follows.
#The separation that makes this safe
A mandate that reads your deposited data cannot reach outward, and a mandate that reaches outward cannot read it. The application refuses to open if any role ever holds both. So the mandate modelling your exposure works from a point-in-time snapshot already on disk — the data arrived before the calculation, it did not go looking during it.
- AVAILABLEReading a deposited fileThe quant, strategist, diligence, deal-lead and accounting mandates declare the deposit capability. None of them declares web access.
- AVAILABLEA point-in-time snapshot for quantitative workA dedicated read-only capability, deliberately separated from live market data so that quantitative work cannot open a network path.
- PLANNEDPlacing an order, or reading a broker accountNever. There is no write path to a broker, and the market feed exposes no write method — verifiable by compilation, not by policy.
- PREVIEWA backtest run by an agentThe compute capability is written and covered by tests in the core, declared by the quant mandate, and no tool in the current registry requires it yet.
#What a result has to carry
- A baseline after costs, in the same frame as any curve. A backtest without one is a picture.
- A point-in-time window, so the model never sees what was published later.
- A blocked state when the question cannot be answered at the as-of date — a first-class answer, not a failure.
#Sources
- The canonical role registry, mirrored on this siteFinexiaInternal document, not published
- The tool registry, mirrored on this siteFinexiaInternal document, not published
- Finexia OS — product state at 0.0.24, providers and MCPFinexiaInternal document, not published
Read next
- Equity researchRead what a company actually files, resolve the instrument before anything else, and keep every figure attached to the document it came from.
- Risk reviewA mandate whose job is to disagree, with a veto that is a first-class answer — and a refusal that names what is missing rather than approximating it.
More in Solutions
- Eight domainsCompany analysis, markets, portfolio, accounting, diligence, execution, deliverables, provenance — each with its level of proof.
- Equity researchFilings, segments and unit economics, with every figure traceable.
- Risk reviewDeclared limits, concentration, and a veto that is a first-class answer.
- Financial reportingA workbook, a deck and a memo composed from one dossier.