Invest like the institution you are.
Theorize, research, backtest, and trade — with Claude Code, ChatGPT, or your own tooling. Built on Era Context. Era Financial Advisors LLC is an SEC-registered investment adviser.
Quant fund tools, now agent-operated
Six capabilities that turn institutional-grade investing into something any AI agent can operate.
Model portfolios
Start from curated allocations across risk levels, or define your own. You stay in control of every position.
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 optimization 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, which you approve unless you enable autonomous mode.
Regulated custody
Brokerage and custodial services via Alpaca Securities LLC, a member of FINRA/SIPC.
Built on trust
Era Financial Advisors LLC (CRD #334404) is an SEC-registered investment adviser.
Brokerage and custodial services provided by Alpaca Securities LLC, member FINRA/SIPC.
Your data is never sold or rented.
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 or rented.
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Agency
Visualize your net worth, cash flow, and spending, with proactive alerts that act on your behalf.
From backtest to real execution
Early access to professional quant tools rebuilt for retail investors and their AI agents. Spots are limited.