Introducing Vexton: an AI investment co-pilot

Vexton is your AI investment co-pilot. Bring it a stock idea, an existing position or a question about your portfolio. It researches companies, creates a structured investment thesis and monitors relevant developments. You can inspect its sources, edit the case and review your results in one workspace.

The aim is simple: know what you own, why you own it, and what has changed.

1. 01

   Research

   Company comparisons and sources

2. 02

   Investment case

   A structured thesis and monitoring

3. 03

   Portfolio review

   Performance, risk and exposure

New evidence brings you back to the case.

Inspect sources · Refine reasoning · Ask follow-up questions

What: find an idea worth investigating

Bring an idea. Vexton helps turn it into an investigation, with an agentic screener that you can build and schedule.

For example: Find software companies with recurring revenue, positive free cash flow and manageable debt. Revisit the screen each week.

Vexton helps define the criteria and schedule the research. The agent runs the screener on that schedule and returns candidates with supporting analysis. Compare the companies, inspect the sources and ask follow-up questions about the businesses that interest you.

What you get: A repeatable research process, scheduled screening and candidates to investigate. Your idea becomes a task the co-pilot can keep working on.

Why: build the case and follow what changes

Bring an idea you want to test or a position you already own. Vexton creates a structured investment thesis: the reasons to invest, the risks, the supporting evidence and the assumptions to review.

The case includes bull, base and bear scenarios, key risks and comparable-company valuations. You can inspect the analysis and edit the reasoning. Investment checklists draw on principles from established investors. They structure questions about the business, management, valuation and risk.

For tracked cases, Vexton monitors relevant developments and automatically assesses new evidence against the thesis. It records the review so you can see what changed and why it matters.

Suppose you chose to investigate one of those software businesses. Here is a hypothetical review:

• The case: Customers renew because the software is hard to replace.
• The development: Management reports longer renewal cycles.
• The next question: Are customers taking longer to sign, or considering another product?

Vexton compares the new evidence with the original assumption and records its assessment automatically. You can inspect the review, ask what supports it and add your own judgment.

What you get: An editable thesis, relevant monitoring updates and a record of your reviews. The original reason for owning the investment stays available as new evidence arrives.

How: understand the outcome

Start with your holdings and a period you want to review. Vexton provides portfolio analytics and reports covering returns, benchmark comparisons, risk and exposure.

The reports include time-weighted return (TWRR), money-weighted return (MWRR), and exposure by company and sector.

For example: How did my portfolio perform this quarter, and how exposed am I to software companies?

Review the portfolio’s return, compare it with a benchmark and inspect its sector exposure. Then revisit the investment cases behind the positions you want to examine.

What you get: A portfolio performance report and a view of how your holdings are distributed. This helps you review both the result and the amount of risk concentrated in a company or sector.

The report and the thesis answer different questions. One shows how the portfolio performed. The other preserves the reasoning you need to reassess an investment.

Your investment workspace

You can talk directly to an investment thesis. Ask why it reaches a conclusion, what could weaken the case or how a new development changes the outlook. The conversation lets you explore the nuances of that investment in context.

• Inspect: Open the sources behind an analysis.
• Question: Ask a follow-up about a company, assumption or risk.
• Refine: Add your research, edit the thesis and compare saved versions.
• Review: Explore portfolio reports and return to the cases behind your holdings.

You can delegate research and still examine the work yourself. You keep the investment decisions.

Start with one investment question

Bring an idea you want to research, a holding you want to revisit or a result you want to understand. The workspace supports both self-directed investors and independent analysts.

Invest with conviction. Track with clarity.