Alex uses five specialised AI agents working in parallel to analyse your portfolio, plan your retirement, and deliver institutional-grade insights — in seconds.
Real-time breakdown of your equity holdings by asset class, region, and risk exposure — powered by the Reporter agent.
Monte Carlo projections and personalised savings targets tailored to your timeline and income goals.
The Researcher agent browses live market data and surfaces insights on every instrument in your portfolio.
Alex is an enterprise-grade SaaS platform that deploys a team of five specialised AI agents — Planner, Tagger, Reporter, Charter, and Retirement Specialist — orchestrated in real time on AWS Lambda and Bedrock Nova Pro.
Every analysis is grounded in live market research and your actual portfolio data, giving you the kind of institutional insight that was previously only available to professional fund managers.

Five specialised agents collaborate simultaneously — no single model trying to do everything.
Your data lives in a private Aurora PostgreSQL cluster. Each user's portfolio is fully isolated.
The Researcher agent fetches real-time data and news, grounding every recommendation in today's market.
Serverless Lambda and S3 Vectors mean you pay only for what you use — no idle infrastructure costs.