Hedgeweek Best Risk Management Software - 4 Years Running

Used by 5 of the world’s 10 largest hedge fund selectors

AI Portfolio Analytics Softwarefor Institutional Investors

Run portfolio analysis by asking for it. With AlternativeSoft MCP, AI portfolio analytics are available in Claude, ChatGPT and Microsoft Copilot, calculated on your own portfolios.

AI portfolio risk analysis in plain English
AI stress testing and factor analysis on request
The same engine and the same numbers as the AlternativeSoft platform

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A live walkthrough tailored to your asset classes, followed by a 14 day free trial.

Trusted by

Aberdeen Asset Management● AllianceBernstein● BNP Paribas● Bessemer Trust● Raiffeisen Capital Management● Unigestion● Lyxor Asset Management● Kedge Capital● Lumyna Investments● Progressive Capital● Aberdeen Asset Management● AllianceBernstein● BNP Paribas● Bessemer Trust● Raiffeisen Capital Management● Unigestion● Lyxor Asset Management● Kedge Capital● Lumyna Investments● Progressive Capital●

What is AI portfolio analytics?

AI portfolio analytics lets an investment team ask an AI assistant for portfolio analysis in natural language. AlternativeSoft MCP connects the assistant to the AlternativeSoft engine, which runs the portfolio analysis, stress test or factor analysis and returns computed results, so the answer rests on real calculations.

AI Investment Analytics

Portfolio Analysis at the Speed of a Question

AI portfolio analysis software for teams who need answers between meetings, not after them.

AI Portfolio Risk Analysis

Ask for volatility, drawdown and risk-adjusted statistics on any portfolio.

AI Stress Testing

Ask how the portfolio would have behaved in a past crisis or under a factor shock.

AI Factor Analysis

Ask what the portfolio is exposed to and how that has changed.

Peer Analysis

Ask how each holding ranks against its peer group.

AI Portfolio Construction Support

Explore how adding or resizing a fund would change the portfolio.

AI Investment Reporting

Use the results to draft commentary and reports, with figures from the engine.

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In Your Workflow

Natural Language Portfolio Analysis, Without Exports

The usual route is to export data, build a chart and paste it into a document. With AlternativeSoft MCP the assistant requests the analysis directly, so the numbers in your commentary are the numbers in the platform.

Plain questions: No query language and no menus.
Live calculation: Each answer is computed when you ask.
Read-only access: The assistant cannot alter portfolios or data.
Deployment choice: Local or server-hosted, to match your security policy.

See It on Your Data

Who Uses It

Pension funds Wealth managers Family offices Endowments and foundations Asset managers

150+ institutions managing over $1.5tn rely on AlternativeSoft, with a database of 500,000+ funds.

How It Works

How AI Portfolio Analytics Works

Connect your assistant

Link your AI assistant to AlternativeSoft MCP.

Name the portfolio

Ask about any portfolio held in your AlternativeSoft environment.

Request the analysis

For example: Stress test this portfolio against 2008 and show the largest contributors to loss.

Refine and reuse

Ask follow-up questions and use the output in reports.

Common Questions

AI Portfolio Analytics Software: Frequently Asked Questions

What analysis can the AI assistant run?

Portfolio analysis, peer analysis, stress testing and factor analysis are available through AlternativeSoft MCP, along with fund search and comparison.

Is our portfolio data sent to train an AI model?

The analytics are computed on your own data within AlternativeSoft, and local and server-hosted deployments are available to suit your security policy. Your team’s AI provider terms govern the conversation itself.

Are the results the same as in the platform?

Yes. The assistant uses the same analytics engine, so the figures match those in AlternativeSoft.

Does it replace the AlternativeSoft interface?

No. It is an additional way in. The full platform remains available for detailed work and reporting.

How do we get access?

AlternativeSoft MCP requires an MCP licence. Book a demo and our team will show it working on sample portfolios.

See AI Portfolio Analytics Software in Action

Join the 150+ institutions that use AlternativeSoft to select and monitor their funds. A 14 day free trial follows your demo.