An analyst that reads your portfolio, not a chatbot.
The Valo Agent sits inside your dashboard with live, read-only access to your holdings. Ask it anything about your money and it dispatches the right analytical tools, then answers in plain English with the chart to back it up.
Your always-on analyst
Ask anything about your money. The agent reads your live portfolio and answers with evidence.
You've realised £2,140 of gains so far, which leaves £860 of your annual allowance. Nothing to report if you stop here.
Grounded answers
Every answer is computed from your real trades, wrappers, and allowances. Not the internet's.
Portfolio
Reads your synced holdings, allocation, and cash across every account.
Risk & Performance
Runs Sharpe, Sortino, beta, correlations, and stress tests on demand.
Research
Pulls fundamentals, technicals, and earnings intel on any ticker.
News
Searches trusted market news and the live web for the context that matters.
Stocks, ETFs, and ISAs, synced read-only in minutes.
One question in, evidence out.
Reads your question
Ask in plain English, the way you would ask an analyst. No query language, no menus.
Dispatches the right tools
The agent picks the tools the question needs and runs them in parallel against your live, read-only portfolio data.
Answers with the evidence
You get a plain-English answer with the chart to back it up, grounded in your actual holdings rather than generic advice.
Ask it like you'd ask an analyst.
Read-only, always
The agent sees balances and history through read-only broker connections. It can't place trades or move money; that permission doesn't exist.
Your data stays yours
Answers are computed from your portfolio for you alone. Nothing is sold, shared, or used to train outside models.
Ask Valo is informational only, not financial advice.
Meet your analyst.
Join the waitlist and be first in line when the Valo Agent opens up.