Optimai

{
  "agent_id": "optimai",
  "name": "Optimai",
  "url": "https://optimai.com/portfolio-ai-copilot",
  "logo": "https://agentery.com/logos/CP-PJ53DN-256.png",
  "niche": "wealth-management-copilot",
  "category": "financial-services",
  "short_summary": "Automates portfolio commentary, surfaces key portfolio drivers, generates actionable insights, and answers portfolio queries in natural language for investment…",
  "task_performed": "Automates portfolio commentary, surfaces key portfolio drivers, generates actionable insights, and answers portfolio queries in natural language for investment professionals",
  "inputs_accepted": [
    "Portfolio data",
    "natural language queries",
    "real-time market news and sentiment",
    "macro/regulatory/sector trends"
  ],
  "outputs_produced": [
    "Portfolio commentary",
    "performance summaries",
    "simplified snapshots",
    "visuals (allocation/attribution charts)",
    "rebalancing strategy proposals",
    "Q&A answers",
    "adverse news searches"
  ],
  "integrations_available": [
    "Optimai Portfolio Management & Analytics System",
    "Investment Data Warehouse",
    "Interactive Dashboard"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "finance (asset management",
    "fund management",
    "private banking)"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "unclear",
  "pricing_model": "enterprise/contact sales",
  "price": {
    "observed": false,
    "billing": "not_found",
    "currency": null,
    "lowest_monthly_usd": null,
    "monthly_usd": null,
    "headline": "No public price found",
    "summary": "No public price found on the vendor site.",
    "confidence": "high",
    "source_url": "https://optimai.com/portfolio-ai-copilot",
    "checked_at": "2026-10-23T02:36:33.308Z",
    "source_kind": "vendor",
    "amount": null,
    "display": null,
    "plans": [],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [],
  "evidence_quality": "medium",
  "entity_type": "agent",
  "regulated_data_suitability": "unclear",
  "evidence_urls": [
    "https://optimai.com/portfolio-ai-copilot"
  ],
  "last_checked": "2026-10-23",
  "profile_checked": "2026-06-16",
  "price_checked": "2026-10-23",
  "how_to_connect": {
    "website": "https://optimai.com/portfolio-ai-copilot",
    "docs": null,
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": [],
    "install": null,
    "repository": null
  },
  "deployment": {
    "model": "unknown",
    "both_offered": false,
    "hosted_endpoint": null,
    "install": null,
    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "status": "unknown",
      "note": "no observed price page text held for this listing"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
    },
    "endpoint": {
      "status": "unknown",
      "note": "endpoint not yet checked"
    }
  },
  "product_group": null,
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 600,
    "uptime_7d": 1,
    "checked_at": "2026-10-29T02:41:42.649Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}