Financial Intelligence Suite

A guiding beacon
for every investor.

Professional-grade tools for portfolio analysis, valuation, options modeling, and market research — unified under one institutional surface.

Protocol

How It Works

Step 01

Connect

Link brokerages, upload CSVs, or enter positions manually.

Step 02

Analyze

AI-driven analytics scan your portfolio for risk, drift, and opportunity.

Step 03

Decide

Institutional-grade insight turns conviction into action.

Execution Tier

Intelligence Suite

P2
Portfolio OS

Pharos 2.0

Portfolio management, analytics, ingestion, and reporting in the modern Alethia shell.

TK
REIT Terminal

Tekton

REIT analysis terminal with valuation, watchlists, and portfolio tooling.

SP
Valuation Lab

Spectrometer

Scenario modeling and bottoms-up valuation workbench for deep analysis.

MS
Signals Desk

Motion Sensor

Signals, screeners, snapshots, and watchlist-oriented market workflows.

PR
Options Explorer

Prohairesis

Options PnL explorer with Greeks decomposition, multi-leg strategies, and scenario modeling.

PB
Cross-Asset Comparator

Parabolē

Cross-asset comparison, relative value analysis, and comparative research workflows.

KS
Property Tax Lab

Keystone

Property-level cash flow, tax modeling, refinance analysis, and reporting.

PH
Legacy

Pharos 1.0

Original Pharos shell. Maintained for parity and regression checking.