AI-assisted investment platform
Deploy your investment strategy in less than 60 seconds with our real-time AI models.
A unique dashboard brings together a summary of global markets and recommendations adjusted to your risk profile, documented at each stage of the calculation.
The observation
The volume of information available on the markets now exceeds what even an experienced investor can process alone in a reasonable time. News feeds, macroeconomic indicators, intraday variations: each signal deserves analysis, but their accumulation above all produces decision-making latency.
The old method — several hours of research before each arbitration — Vague Patrimoire replaces a continuous synthesis. The data is aggregated and interpreted upstream, so that the human decision relates to an already structured recommendation, and not to a crude stacking of figures.
Our approach
Vague Patrimoire was designed from a simple observation: the majority of beginning investors do not need more data, but a reliable interpretation of what already exists. Our models do not replace user judgment, they document it.
Each recommendation displayed on the platform is accompanied by a readable justification: sources used, level of confidence, and market hypotheses adopted. The objective is not to convince, but to enable an informed decision in a few minutes.
The method
The 60 seconds perceived by the user correspond to the execution of three processing steps, each based on established methods in quantitative management.
Market prices, financial publications and macroeconomic indicators are collected continuously and standardized in a single repository, updated in real time.
The models evaluate the tone of sector publications and measure the historical and implied volatility of each asset to qualify the associated level of risk.
The final allocation of the portfolio is calculated according to your declared horizon and risk tolerance, respecting diversification constraints defined in advance.
Features
Continuous monitoring of exposures by asset class, with alerts as soon as a user-defined risk threshold is approached.
The dashboards present the composition of the portfolio, its cumulative performance and its risk exposure, updated with each significant market variation.
When the distribution deviates from the target parameters, a readjustment is proposed and can be validated in one click, without requiring daily manual monitoring.
Leading indicators signal likely trend developments on the assets being tracked, with an explicit confidence level associated with each signal.
Use case — Individual investor
An investor who invests his capital for the first time informs his investment horizon and his risk tolerance. In less than a minute, Vague Patrimoire offers a diversified allocation, with automatic rebalancing that limits the need for active tracking.
Average time between creation of the risk profile and activation of the optimized portfolio.
Use case — Business decision-maker
A financial manager must justify a change in allocation to his management. The volatility signals and analyzes provided by the platform serve as a documented, verifiable and updated basis to support the recommendation presented to the committee.
Continuous monitoring of positions, regardless of the opening hours of the markets concerned.
Frequently asked questions
The data passes through and is stored in an encrypted manner, on an infrastructure hosted in the European Union. Vague Patrimoire applies the principles of the GDPR: minimization of data collected, right of access and deletion, and absence of resale to third parties.
The engine combines statistical volatility models, textual sentiment analysis and constrained portfolio optimization. Each recommendation displays the factors that influenced it, so the user remains in control of the final decision.
Creating a portfolio does not generate any entry fees. The applicable management fees are presented before any validation, without hidden conditions in the following stages of the journey.
No entry fees, one-click setup.
Start nowData hosted in Europe, GDPR compliance, end-to-end encryption.