Two things today:
(1) Our new CARTESIO app is ready - time to launch
(2) we’ll take a look at the latest on markets at the end of this newsletter
Markets keep shifting. And your investment portfolio should too.
== WHY
Investors don’t have an information problem. They have an interpretation problem. As a financial advisor, institutional or retail investor, you are drowned in a sea of raw data every day, flashing red and green screens, or lagging economic indicators. You are left to sift through the noise and figure out what should I buy, sell or do on your own - for you of for your clients.
AI LLM models are not really helping you there. You will know by now. Simply asking Claude, chatGPT or Gemini PRO for advice usually results in generic summaries or stale data: no immediate insight, no daily portfolio allocation, no reaction to today’s environment vs yesterday’s.
Investing requires something different. It requires an engine that doesn’t wait to be prompted, but actively thinks, analyzes, and decides on its own.
== WHO
That is why we built CARTESIO.
CARTESIO is our Agentic AI - an intelligent engine that works like an expert, multi-disciplinary team of professional economists, investors, fund managers, and traders. It is highly opinionated, completely autonomous, and works alone 24/7 on public markets (stocks, bonds, commodities, and cash proxies).
A digital "Village Community" of Market Experts - instead of acting like a single, rigid algorithm, CARTESIO is pre-trained to take sharp, decisive actions by synthesizing the perspectives of an entire financial ecosystem. Think of it as a collaborative community working inside a single engine:
ECB and FED Macro-Economists tracking global dislocations and cycles.
Hedge Fund Managers & Commodity Traders hunting for price momentum and relative value.
Prudent Equity & Long-Term Bond Investors balancing risk and stability.
Behavioral Psychologists measuring the market’s emotional patterns and sentiment.
Wise Financial Advisors focusing on wealth preservation and steady growth.
They look at the same data, debate the market conditions, and deliver a unified, clear portfolio direction every single day.
== WHAT
Cartesio shares its insights, investment views and adaptive portfolios daily. It also runs our tactical allocation strategy, listed in London and Amsterdam, regulated and approved for retail & institutional clients - Pantarai ADAPT - and supervised by real human experts.
Pantarai ADAPT is an absolute return strategy, long-only, liquid, ETF-based, multi-asset, wrapped into an active ETP vehicle, which can be purchased in a click from 40+ platforms and banks. On the app, CARTESIO shares ADAPT portfolio, performance & volatility daily.
Pantarai ADAPT: portfolio | performance | NAV 1 | NAV 2
== HOW
The biggest issue with modern AI models is that they operate as a “black box”—you see the output, but you have no idea how the machine got there.
CARTESIO is entirely different. We believe in radical transparency. It doesn’t just hand you a daily allocation; it shows you its entire framework. Every day, you can see exactly what it thinks (screenshot examples below):
Cycle & The Macro Context: Interpreted PMIs, recession indicators, and inflation drivers.
The Sentiment Monitor: Real-time readings on whether markets are leaning bullish or signaling a risk-off environment.
Trading signals: buying or selling ideas for the moment.
Tactical Asset Allocation: Daily adjustments to our model portfolios (complete with recommended ETFs for easy execution).
Adaptive model portfolios: stable model portfolios that change when it matters (complete with recommended ETFs for easy execution).
You are never left to guess why a move is being made. You see the cycle, you see the momentum, and you see the rationale
== BUILT for Advisors and Retail investors alike
While CARTESIO relies on 253,000 lines of code to do the heavy lifting, we designed the user experience to be clean, intuitive, and accessible. You do not need a PhD in economics to use it.
For Financial Advisors: It injects much-needed tactical velocity into traditional portfolios that tend to be static, helping you better protect and grow client wealth as market regimes shift.
For Retail Investors: It removes the need to improvise or guess. It provides the depth of a professional Bloomberg terminal, but simplified and thoroughly interpreted rather than dumped as raw, confusing data.
We are not a news site that leaves you stranded with the headlines, nor a blind trading platform leaving you to navigate without a map. There is truly nothing else like this out there. We are making investing simpler, more transparent, and honestly, a lot more fun.
Discover what CARTESIO is seeing in the markets today.
The conflict in Iran has lasted 3 months already. New attacks have been taking place in the week-end. And still, oil prices are down, stocks up.
Strange.
On one side, investors remain clearly unconcerned about geopolitical developments.
Oil prices keep moving lower (Brent is trading below $94 at the time of writing) even if Hormuz remains close with no plan to re-open in sight.
It is also not so strange. Earnings forecasts have been through a dramatic surge in the last three months.
And earnings drive stocks - always.
Just be aware of one thing - optimism is due to one sector, one business, one bet. The rest is boring.
Speak soon
Nico
No posts
Comments
Nothing yet. Say the first thing.
Sign in to join the conversation.