NEO NEO
Sectors › Finance
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Finance

Portfolio optimisation, risk-parity weights, derivatives hedging, fraud-graph scoring.

MEDIUM COST
NEO produces optimisation outputs only — never trades. Connect a broker via the portfolio for read-only position pulls.

⚡ Quick actions

Jump straight into the optimiser with this sector pre-selected.

⚛ Quantum Optimizer ⊞ Multi-Sector Optimizer 💬 Ask NEO Chat

🧭 Sector workspace

Run a weekly review scoped to this sector. Uses the same engine as the old /workspace page but only writes back to this sector's memory.

📂 Files

Upload sector-tagged files (PDF, CSV, XLSX, JSON, TXT, MD — 25 MB each). They become available in this sector's portfolios.

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🎯 Portfolios

Named bundles of files + connectors + settings you re-use in /optimize.
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🔌 App connections

Bring this sector's data in from the platforms you already use. Saved credentials are scoped to (this sector, this platform).

Bloomberg Terminal
Market data via BLPAPI.
⚪ Not connected
Refinitiv
Eikon / WS API.
⚪ Not connected
QuickBooks
Accounting (small/med biz).
⚪ Not connected
NetSuite
Cloud ERP + financials.
⚪ Not connected
Salesforce Financial Services
Client 360 + advisor.
⚪ Not connected