Know your portfoliofrom their books
Portfolio companies share reports straight from their ledgers into your fund's graph. Track every private position, compare companies with public filers, and ask about all of it from Claude, ChatGPT, or any MCP client.
Stop retyping investor updates
A PDF update is out of date before it reaches your tracker. When a portfolio company keeps its books on RoboLedger, it shares its reports straight into your fund, in the same taxonomy as every public filer, and your AI can answer questions about them.
Your positions and your companies' books, in one graph
Track what the fund holds and read what its companies share, then ask about both from the AI chat you already use.
Every private position, grouped by company
Preferred stock, SAFEs, LLC units, and warrants, each with its own terms, rolled up by issuer with cost basis and current value. Add a position, re-mark one, or record an exit from your AI chat in one update.
- LLC units, LP interests, SAFEs, notes, warrants, options, and RSUs, with liquidation preference, cap, strike, and vesting terms
- Holdings grouped by issuer, with cost basis, current value, and the source of each mark
- Portfolio changes apply as one envelope: validated up front, rolled back on any failure
Reports that arrive as data, not PDFs
When a portfolio company keeps its books on RoboLedger, it shares its reports straight into your fund's graph. Open them rendered, and ask about them in plain English.
- Link a holding to its issuer's graph, and the link resolves when the company shares
- Both sides opt in: you name the company's graph, and the company names your fund's
- Statements in the same taxonomy as every public filer, so a comparison needs no remapping
Research any public company
Every listed filer's statements, a console that answers in plain English, and search across the filings. No fund required.
Read any public company's filings
Search a ticker, pick a filing, and read the income statement, balance sheet, and cash flows rendered from the XBRL. Structured data, not a PDF scan.
- 8,000+ public companies: 10-K, 10-Q, 20-F, and 40-F filings
- Comparative periods side by side, as the filer presented them
- Every figure traces back to the XBRL fact it came from
Ask the filings in plain English
Ask a question and the Analyst Operator picks the right tool for it: a curated financial statement, a filing search, or a Cypher query it writes against the SEC knowledge graph.
- Compare companies, periods, and metrics in one question
- See each tool call it makes, and get the result as a table
- The same tools answer from Claude, ChatGPT, or any MCP client
Search the filings by meaning
Search across filings and your own uploaded documents, filtered by entity, form type, and fiscal year. Match keywords, or search by meaning when the words differ.
- Risk factors, MD&A, and every tagged disclosure note
- Semantic search finds the passage even when the filer phrased it differently
- Your own documents sit in the same search
Powered by RoboSystems
RoboInvestor runs on the RoboSystems knowledge graph platform, organizing your investment data into the RoboInvestor schema for intelligent portfolio analysis
Data Sources
- • PE & VC positions
- • SAFEs, convertible notes
- • LLC units & LP interests
- • XBRL financial facts
- • 8,000+ public companies
- • 10-K, 10-Q, 20-F, and 40-F filings
- • Investment accounts
- • Holdings & positions
- • Coming soon
RoboInvestor Schema
Applications
Portfolio management and SEC research console
Read and write your graph from Claude, ChatGPT, or any MCP client
GraphQL and REST, with Python and TypeScript clients
Atomic Writes
Portfolio and position changes apply as one envelope — validated up front, rolled back on any failure
Unified Data Model
Single source of truth connecting portfolios, securities, and the entities that issue them
Graph Query Performance
Millisecond queries on complex portfolio relationships powered by knowledge graph technology
Equity Research, Generated From the Filings
One public company per report. Every figure traceable to an SEC filing — no hype, no price targets. It's the clearest look at what the SEC knowledge graph can do, before you run the same analysis yourself.
What's in every report
A narrated walkthrough of the quarter — the numbers and what moved them
The full brief in markdown — every figure traceable to the filing it came from
The written report read end to end, so you can take the filing with you
We revisit each company every quarter — the full report history stays one click away
Powered by the shared SEC repository
Drawn from the same shared repository of 8,000+ public companies — 10-K, 10-Q, 20-F, and 40-F filings, structured as facts you can query.
No black box. Each figure in the brief traces to the exact XBRL fact it was pulled from.
Subscribe to the shared SEC repository and query it directly in the console — or from Claude, ChatGPT, or any MCP client.
Read any report without an account. Register to run the same analysis on the SEC repository yourself.
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