Gradient CIO
Institutional portfolio analytics in Claude: capital market assumptions, portfolio simulation, manager due diligence, DDQ review, and daily macro research.
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PORTFOLIO RESEARCH AND ANALYTICS FOR ALLOCATORS
Research, Test, and Defend Every Allocation.
AI-driven and simulation-backed.
Gradient CIO brings macro research, manager diligence, portfolio analytics, and simulation into one workspace for investment teams, with every figure traced to its inputs.
No implementation project. No data team.
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Gradient Analyst
An analyst that calculates before it answers.
Gradient Analyst works inside your portfolio — allocations, commitments, holdings, benchmarks, and assumptions are already connected. It calls the same calculators, simulations, and stress tests as the rest of the platform, then shows the work.
Every figure traces to a named input. See how
Ask it things like
Simulate the portfolio over ten years and show the range of outcomes.
The median path roughly doubles the portfolio over ten years, but the cone is asymmetric: the upside tail runs to 3.4x while the 5th percentile barely recovers its starting value.
Which primary factors are we actually tilted toward?
Value is the tilt that defines the portfolio, at +0.34 of active beta. Short positions in low volatility and momentum offset part of it, so the profile is a deliberate value-and-size stance rather than a drift.
How much liquidity can we raise in 30 days without selling at a discount?
About 18% of NAV can be raised inside 30 days without leaving quoted marks. Going further means selling gated or secondaries-only positions at a discount.
Stress the portfolio through a 2008-style shock and show the drawdown.
The portfolio falls 22.4% from peak, troughing ten months in. Recovery is slow rather than sharp: two years after the shock it is still 9.2% below where it started.
Where are we most concentrated once we look through to underlying holdings?
Mega-cap technology is 4.2% of NAV in direct holdings — and most of the gap sits inside six commingled funds.
Traced to
- Allocations
- Commitments
- Holdings
- Benchmarks
- Capital Market Assumptions
- Fund look-through
Move from market context to portfolio action in one place.
Research an idea, test it against your assumptions, and follow the effect across the whole allocation.
Research
- Read the daily macro brief
- Compare peer allocations
- Run firm and fund diligence
- Analyze public equities Explore in solutions → See the methodology
Assumptions and regimes
- Build capital market assumptions
- Condition behavior by regime
- Reuse governed assumptions across analyses
- Calibrate against published long-term assumptions Explore in solutions → See the methodology
Portfolio construction
- Compare policy and actual allocations
- Look through to underlying holdings
- Test rebalancing paths
- Translate exposures across currencies Explore in solutions → See the methodology
Scenarios and simulation
- Project forward paths
- Examine drawdown tails
- Propagate market shocks
- Compare outcomes with policy benchmarks Explore in solutions → See the methodology
Institutional diligence and portfolio workflows
- All Gradient CIO solutions
- Operational due diligence software
- DDQ review software
- Investment manager monitoring
- Portfolio construction in Strategy Lab
- Portfolio management education
- Gradient CIO for advisory firms
Products
Pricing
Annual plans include a monthly Gradient Token allowance. Overage is optional on every plan and capped by a spend limit you set.
Read the daily Macro Brief, explore allocator research, and ask Gradient Analyst your first question — free, no card required.
Research
For allocators who want daily macro and research
Price
$0
Trial
Free, no card required
Monthly AI allowance
600K Gradient Tokens / month
Capacity
1 seat
Stay current on markets, peers, managers, and public companies.
- Start each day with the Macro Brief and Podcast
- Track macro trends and market events
- Build and compare capital market assumptions
- Preview firm and fund diligence
- Compare peer allocations
- Manager diligence for up to 3 managers Start free
Strategy Lab
For teams testing ideas with AI before committing
Price
$6,950 / year
Trial
30-day free trial
Monthly AI allowance
2.25M Gradient Tokens / month
Capacity
3 seats
Turn research into assumptions, scenarios, and investable strategies.
Everything in Research, plus
- Compare peer portfolios
- Complete firm and fund diligence
- Test scenarios before implementation
- Build and compare strategies
- Decompose factor exposures
- Manager diligence for up to 15 managers Start 30-day trial Schedule a demo
Portfolio Management
For teams managing portfolios end to end
Price
$24,350 / year
Trial
30-day free trial
Monthly AI allowance
6.75M Gradient Tokens / month
Capacity
3 seats · 10 portfolios
Construct, monitor, and stress-test public and private portfolios.
Everything in Strategy Lab, plus
- See the whole multi-asset portfolio
- Pace commitments over time
- Translate holdings and results across currencies
- Simulate performance and downside risk
- Identify risk and factor concentrations
- Manager diligence for up to 25 managers Start 30-day trial Schedule a demo
Portfolio Analytics subscribers can add 10 portfolios for $10,000 per pack, per year.
Need more capacity? Add manager diligence capacity in increments of 10 managers for $2,400 per pack, per year.
Gradient Tokens meter AI work. Data and calculations are free, and the daily Macro Brief and Podcast cost nothing. Allowances reset monthly and do not roll over.
Overage is optional and off by default on every plan. Turn it on to keep working past your allowance at $20 per million tokens, up to a monthly spend cap you set. Pricing questions → FAQ
Gradient Mobile
Built for your phone, too.
Read the daily Macro Brief, listen to the Podcast, and ask Gradient Analyst wherever decisions happen.