AI Agent for Finance
When it comes to money, being almost right is often the same as being wrong.
Evidence Packs
From geopolitical events to portfolio performance, every answer is backed by your holdings—complete with transparent assumptions and inspectable evidence.
Portfolio dashboards
Create bespoke widgets for the portfolio data that matters to you.
Explore everything from high-level trends to in-depth, asset-level insights.
Playgrounds
See real-time proceeds, gains, and portfolio impact.
Drill down into every tax lot for exact cost basis, holding periods, and tax breakdowns.
Financial data is a mess , simple questions are deceptively complex , and every tool in the market gives you confident sounding approximations .
Bharosa is designed to be precise & secure
No financial data is sent to Bharosa.
Bharosa is built by financial analysts and engineers with over 25
years of combined experience globally.
We knew early on that AI
alone couldn't solve financial queries - not without understanding
the nuances, the edge cases, and the messy, highly personal nature
of real-world financial data.
So, we spent years building a system that correctly weaves together financial logic, regulatory context, and user-specific details to produce answers you can
actually trust.
Explore the future of finance with deep insights on how we are building Bharosa
