Features About Why Choose Us Advantages Get started in 60 seconds
Felixlo dashboard showing real-time financial data analysis
AI-assisted portfolio analysis

Decide on data, not delay: portfolio analysis set up in under 60 seconds

Felixlo connects to your existing data sources, runs predictive models in the background, and returns risk-adjusted recommendations you can act on the same session, without hiring an analytics team.

Start your portfolio See how the setup works

Live portfolio signal

Illustrative view of what you see after connecting a data source.

Equities — UK mid-capStable
Short-term cash positionOn track
Sector exposure — energyReview
Model recalibrationRunning
Why this matters

Traditional analysis is too slow for decisions that move by the hour

Most independent analysts and part-time investors in the UK assemble their view of the market from several disconnected places: a broker export here, a spreadsheet there, a news feed on a different screen. By the time the numbers are reconciled, the window to act on them has often narrowed or closed.

Felixlo was built around a simpler premise: the value of financial data drops sharply with every hour it sits unprocessed. Reducing that lag, not adding more charts, is the problem worth solving.

  • Manual exports and spreadsheet reconciliation that are already out of date by the time they're reviewed
  • Data scattered across brokers, exchanges and personal tracking sheets, with no single view
  • Risk assessments that arrive after the decision window has effectively closed
  • No consistent way to compare two opportunities side by side on the same criteria
Core capabilities

Predictive modelling, risk reduction and real-time scaling, in one connection

Each capability addresses a distinct point in the decision process, from forecasting to execution.

Predictive modelling

Forecast outcomes from your own data patterns

Models are trained on the data streams you connect, not generic market averages, so forecasts reflect your actual positions, history and trading cadence.

Risk reduction

Mitigate exposure before committing capital

Automated risk scoring flags concentration, volatility and drawdown patterns early, so you can adjust a position before it becomes a problem, not after.

Real-time scaling

Scale analysis without adding latency

Processing pipelines are built to handle larger data volumes as your portfolio grows, keeping response times consistent rather than slowing down under load.

How it works

From first connection to a usable recommendation

The setup is deliberately short. The processing behind it is not.

1

Connect your data

Link a brokerage account, exchange feed, or upload a CSV export through a read-only connection. Most users complete this step in under 60 seconds.

60-second setup
2

AI processing runs in the background

Predictive models cross-reference your data against historical patterns and current conditions, recalibrating as new data arrives rather than running on a fixed schedule.

3

Actionable outcomes, ranked

You receive a ranked set of risk-adjusted recommendations, with the reasoning behind each one, ready to export or act on directly.

About the platform

Built for people who analyse data alongside everything else they do

Many Felixlo users are not full-time analysts. They are independent investors and freelance analysts fitting portfolio review between client work, which is why the platform is designed to be checked in short sessions rather than monitored constantly.

The interface favours clear, ranked recommendations over dense charts, on the basis that a decision made quickly from a clear signal is usually more useful than a perfect chart reviewed too late.

Felixlo team reviewing portfolio data on a laptop
In practice

Two common ways Felixlo is used

The underlying models are the same; the questions asked of them differ.

Scenario — personal portfolio

Reviewing a diversified portfolio between other work

An independent investor connects their brokerage account and a spreadsheet of side holdings. Within a minute, Felixlo flags that one sector position has grown beyond their usual risk tolerance and suggests two rebalancing options, ranked by expected impact on volatility. The review takes a few minutes during a lunch break rather than a full evening of manual reconciliation.

Scenario — business decision

Assessing a new allocation before a quarterly review

A small analysis team connects transaction data and recent market feeds ahead of a quarterly planning meeting. Felixlo surfaces a risk-adjusted comparison of three allocation options, each annotated with the data points driving the ranking, so the team can bring a defensible recommendation to the meeting rather than a raw data dump.

Questions before you connect

Security, accuracy and onboarding

How is my data protected once it's connected?

Data connections are read-only wherever your provider supports it, meaning Felixlo can analyse your data without the ability to place trades or move funds. Data is encrypted in transit and at rest, and you can disconnect a source at any time from your account settings.

How accurate are the predictive models?

Accuracy depends on the quality and history of the data connected: longer, cleaner data histories generally produce more reliable forecasts. Models recalibrate as new data arrives, but no predictive model can guarantee future returns, and recommendations should be treated as one input into your own decision, not a substitute for it.

What does onboarding actually involve?

Onboarding starts with connecting one data source, either through a broker integration or a file upload, and selecting the type of portfolio you're analysing. Initial recommendations are typically available within minutes of the first data sync, with accuracy improving as more history is processed.

Connect your first data source and see what it shows

No analytics background required. The setup takes about as long as reading this sentence twice.

Start your portfolio

Read-only data connections · Encrypted in transit and at rest