Invest like the institution you are.
Theorise, research, backtest, trade — with Claude Code, ChatGPT, or your own metal. Built on Context, regulated by the SEC.
Quant fund tools, rebuilt for everyone
Six capabilities that turn institutional-grade investing into something any AI agent can operate.
Model portfolios
Curated investment mixes ready to deploy, maintained across risk levels.
AI-assisted research
AI reads market signals and earnings reports, and forms investment theories grounded in data.
Backtesting engine
Multi-asset backtesting with realistic fills and slippage, plus walk-forward optimisation to avoid overfitting.
Integrated trading
Execute trades in the same place you research — no exporting strategies to another platform.
Agent-native
Full MCP exposure lets Claude, ChatGPT, or your own tooling run backtests and propose allocations autonomously.
Regulated custody
Brokerage and custodial services via Alpaca Securities LLC, a member of FINRA/SIPC.
Built on trust
Era Financial Advisors LLC is an SEC-registered investment adviser.
Brokerage and custodial services provided by Alpaca Securities LLC, member FINRA/SIPC.
Your data is never sold or used for ads.
Every agent-proposed trade requires your explicit approval unless you enable autonomous mode.
Frequently asked questions
Thesis is in private beta. Request an invite and we'll notify you as spots open.
You choose: human-in-the-loop approval for every trade, or autonomous mode within limits you define.
Agency offers Era-managed model portfolios for hands-off investing. Thesis gives you full control — define your own strategies, run backtests, and manage exposure directly.
Pricing is announced closer to general availability. Waitlist members get early access and pricing details first.
No. Your data is never sold and never used for ads.
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Agency
Visualise your net worth, cash flow, and spending, with proactive alerts that act on your behalf.
Invest with an edge
Early access to professional quant tools rebuilt for retail investors and their AI agents. Spots are limited.