Product
Generative AI Tools
AI Assistant • UptickGPT - AI-powered assistant for market analysis
Portfolio and Risk Management
Portfolio Analytics • Portfolio analytics and risk management
Market Intelligence
Market Intelligence • Real-time market intelligence and sentiment analysis
API Suite
for Institutions • Complete API access for custom integrations
Solutions
Trading Infrastructure
Build scalable API solutions with market data & execution
Portfolio Optimization
Rebalance portfolios across equities, crypto, bonds, and forex
Research & Due Diligence
Evaluate investments with data synthesis & fundamental analysis
Scenario Analysis
Stress-test decisions and forecast outcomes
Risk Forecasting
Predict & prevent portfolio risks with VaR and stress testing
Hedge Funds
Multi-asset portfolio management, reduce risk, beat benchmarks
Prop Trading Firms
AI-powered trading signals & execution, high-frequency strategies
Family Offices
Long-term diversified portfolio management & intergenerational planning
Asset Managers
AUM reporting & risk analytics with client reporting automation
Venture Capital Firms
Market research & due diligence tools for investment evaluation
Crypto Funds
Multi-asset allocation & volatility management with blockchain tracking
Resources
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Generative AI embedded in the Financial Engineering workflow.
Access intelligence at the speed of the financial markets and turn complex ideas into actionable steps with Uptick's Generative AI solutions.
Request a DemoPortfolio Insights
Risk & Optimization
Market News
Social Sentiment
Technicals
Autonomous market coverage
Multi‑agent generative AI scans global markets, macro data, and alternative datasets in real time to surface only the signals that matter for your portfolios.
AI‑native financial analytics
Uptick’s agents are trained on financial engineering workflows to generate VaR, stress tests, factor views, and mandate‑aware trade ideas in seconds.
Multi‑agent collaboration
Uptick deploys specialized agents for research, risk, compliance, and execution that coordinate around a shared book of record.
End‑to‑end autonomous workflows
Agents orchestrate the full trade lifecycle under your policies all the way from idea generation to portfolio optimization.
A Uptick AI subscription includes the most powerful, flexible tools for financial professionals.
Portfolio Management
Holdings
| Ticker | Price | Change |
|---|---|---|
| NVDA | $135.78 | +2.99% |
| AMD | $223.55 | -1.20% |
| MSFT | $415.32 | +0.85% |
| GOOGL | $175.40 | +1.12% |
Risk management
VaR Analysis
Due diligence and research
AI Analysis
Strong revenue growth in cloud segment and expanding margins suggest upside potential.
Regulatory headwinds in EU markets could impact short-term guidance.
News and Social Media Insights
Live Feed
Alternative data
Developer Activity
Full Stack API
REST API
Product Suite
A comprehensive ecosystem of financial intelligence tools designed for the modern professional.
RADAR
Real-time market intelligence and sentiment analysis.
PRISM
Professional portfolio analytics and risk management.
UptickGPT
AI-powered assistant for deep market analysis.
API Suite
Complete API access for custom integrations.
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Turn insights into action
Connect with our team to see how Uptick unifies risk management and AI into one secure platform.
Strategic consultation
Map Uptick to your specific workflows.
Tailored walkthrough
Deep dive into features relevant to you.
Enterprise readiness
Security, compliance, and SSO integration.