Your book, reduced to a few decisions worth making.
The analyst screen ranks what to cut, add, harvest, or leave alone. Confidence, tax notes, and mandate fit sit on the same row. It is a conversation with a very fast junior analyst who does not get to trade without you.
Open the list
Signals, risk, research, optimize — four modes in the mock.
Read why
If the why is empty, reject it. That is a product rule we want.
Check risk after
A good cut can still break FX or liquidity.
Sign
Approval is the product. Silence is not consent.
Signals
What changed in the tape that actually touches your sleeves.
Risk
What broke a band: concentration, FX, drawdown.
Research
A paragraph, not a 40-page deck, linked when you need more.
Optimize
A proposal that still fits the IPS after the math.
Harvest
Lot-level notes when a loss is useful, not theatrical.
Explain
Language a household can read; advisors can still export.
A junior who never sleeps, a senior who still signs
Overnight the analyst can re-score drift. In the morning you get three rows, not a firehose. If we ever add auto-pilot, it will be an opt-in with ugly checkboxes — not a dark pattern on this page.
- Rows you can reject without drama
- Confidence is a model score, not destiny
- High-confidence still needs a human for the planned v1
Tax is a first-class column
Rebalancing that ignores lots is how you donate extra tax. The mock shows a harvest line with a NAD amount. Real harvesting depends on local rules and lot quality. We will not import US “tax alpha” ads.
- Lot file is part of portfolio management
- Harvest suggestions tagged as tax, not as alpha theatre
- If lots are missing, the analyst should say so
For advisors too
The same action list can be generated per household in a book. The advisor page is the multi-entity version of this screen.
- Per-household queues
- IPS language in the why-column
- Export planned for investment committee packs
| Mode | Asks | You might |
|---|---|---|
| Signals | What moved that you hold | Do nothing |
| Risk | What is off-band | Cut or hedge |
| Research | Is the story still true | Wait |
| Optimize | A full proposal | Accept in parts |
Can I chat freely?
A constrained assistant is planned. Free-form “should I buy X” is a bad default for a regulated-adjacent product.
Are confidence numbers live?
They are mock UI. Live scores need live data we do not have on this site.
Does reject train the model?
Product intent: your rejects improve your book’s notes, not a public model. Policies TBA.
Related products?
Delvue AI, Portfolio Management, AI Investment Research.
Continue
Delvue AI
Delvue AI is the shared intelligence layer: signals, mandate fit, and language that an investor in Windhoek can act on. It powers the analyst, research, and optimisation products. It does not replace a licence, a custodian, or your judgement.
Portfolio Management
Portfolio management on Delvue is the operating system for sleeves, cash, lots, and rebalance notes. The mock dashboard is the front door. The work is drift, liquidity, and saying no to trades that do not fit the IPS.
AI Investment Research
AI Investment Research is the briefing machine: daily NAD notes, NSX context, SADC macro, and RWA pipeline in a desk layout. Sources should be visible. Opinions should be labelled. This is not a buy button wearing glasses.
AI Portfolio Analyst is on the map. The desk is not live.
Join the waitlist if this page is why you showed up. We email when onboarding opens.