Gelvi KI continuously evaluates market and portfolio data and provides a basis for decision-making that can be accessed regardless of location and time zone. No manual market observation, no Excel spreadsheets — just structured reports.
Gelvi KI's engine continuously processes incoming market data and compares it with historical patterns. Instead of checking individual items manually, you receive prioritized recommendations for action - regardless of whether you are sitting in Lisbon, Bangkok or on a plane.
The models run on the server side and do not require active monitoring on your part. Adjustments are logged and not automatically carried out silently, so that you can always see which decision is based on which data.
An updated report is available every morning — no matter what time zone you are in. No questions necessary, no waiting time for a response.
Daily representation of the change in value per position.
Volatility and deviation values per asset class.
Timestamp and justification for each proposed adjustment.
Three examples of how Gelvi KI analysis is used in ongoing portfolios.
If several positions react to the same market factors at the same time, the system reports the emerging dependency before it becomes noticeable in a losing phase.
If the correlation between asset classes shifts, the model suggests a rebalancing and bases this on the underlying data points.
In case of unusual trading volumes, the system automatically adjusts the analysis frequency without the need for manual approval.
Getting started is reduced to a few clearly defined steps.
You create your profile and define the risk framework and asset classes that should be taken into account.
Existing depots or data sources are connected read-only; write access is not required for the connection.
The system continuously analyzes, reports recommendations and gradually adjusts the models based on your feedback.
Data is transmitted encrypted and used exclusively for the agreed analysis. Processing is carried out in accordance with European data protection standards; third parties do not access raw data.
The models provide probability-based estimates, not guarantees. Each recommendation is documented with the underlying assumptions so that you can check the database yourself.
Each daily report includes portfolio performance, risk metrics and a log of all proposed adjustments with a time stamp and justification.
Details of the compensation structure will be determined in the initial personal meeting, as they depend on the scope of analysis chosen. A general statement at this point would not be appropriate.
Yes. The data connection can be terminated via the account settings, which will immediately stop further analysis of your data.
A short conversation is enough to clarify whether your existing data sources are suitable for the connection and what scope of analysis makes sense.
Data processing according to European data protection standards. Server location within the EU.