Flagship · Portfolio Intelligence
Know what changed
before the market opens.
Filings, earnings, news and market activity across your portfolio — read overnight, ranked by materiality, and traced back to the source document behind every conclusion.
What we build
Five lines. One method.
Every Pullela Innovation product does the same thing in a different domain: read the material a team would read if it had the hours, decide what actually needs a human, and show the evidence behind the call.
Monitors filings, earnings, news and market activity across an investment portfolio. Identifies what materially changed, evaluates it against the thesis you wrote, and traces every conclusion to its source passage.
Agents that work through BAS, GST and income tax preparation for accounting practices — reconciling transactions, drafting positions and flagging the items that need a registered agent's judgement.
Hands-on engagements to scope, build and evaluate AI systems inside your business — with the same evaluation discipline we apply to our own products.
Domain-tuned models for financial and regulatory text, trained for citation-faithful extraction and deployable inside your own environment.
Early work on embodied agents for inspection and stocktake tasks — physical environments where the same question applies: what changed since last time, and does it need a person?
Most engagements begin by describing a workflow that eats a day a week. We'll tell you honestly whether one of these fits, or whether it doesn't.
The problem
Investment teams don't need more information.
They need to know what matters.
Your desk already carries a terminal, a filings feed, transcripts, sell-side research, licensed news and internal notes. None of it is missing. The cost is in deciding, every morning, which of it deserves an analyst's afternoon.
Portfolio Intelligence sits above those sources as a reading layer. It doesn't replace them — it tells you which parts of them changed in a way that touches something you own.
How it works
Five stages, run before you sit down.
A filings agent, a market-activity agent, an earnings agent and a news agent each examine their own source type. Their observations are combined into a single ranked portfolio view rather than four separate feeds.
Investment thesis monitoring
Don't just monitor companies. Monitor the reason you own them.
Write the thesis once, as assumptions. Every new filing, transcript and print is then evaluated against those assumptions — so an event is material when it moves one of them, not when it makes headlines.
Management guided next-quarter gross margin below the prior range and attributed the change to product mix.
Evidence & explainability
Every conclusion should be verifiable.
An analyst can't act on an assertion they can't check. Each conclusion carries the document, the section and the timestamp it came from, plus a confidence figure — so the first question in a review meeting has an answer.
- Source attribution held at passage level, not article level
- An audit trail for every score and every thesis status change
- Confidence reported openly, including when it is low
- Nothing surfaced that can't be traced to a document
The deliverable
One brief. Ranked. Waiting for you at 6:40.
The brief is the product. Open it once, see the eight things that moved, and start the day on the three that actually touch a thesis.
Who it's for
Built for teams reviewing more names than hours allow.
Data & integrations
What it reads.
Planned sources are subject to the relevant integration and licensing arrangements being in place. Listing a source here is not a claim of partnership or endorsement by its provider.
Design partner programme
See it run against your own portfolio.
We're working with a small number of investment professionals to evaluate Portfolio Intelligence against real research workflows. Thirty days, 10–50 securities, no brokerage credentials.