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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The Future of
Financial Intelligence.
The most advanced generative AI workspace for investment management.
Financial Intelligence Assistant
Financial Intelligence Assistant
Portfolio Management
Risk Management
Asset Analysis
Options and Futures
News and Social Media
Technical Analysis
How is NVIDIA performing today?
Stock is trading near all-time highs on strong volume. AI sector sentiment remains bullish following positive data center revenue projections.
Products
for Generative AI Tools
Products
for Generative AI Tools
GENERATIVE AI TOOLS
Agents designed to harness the full power of generative AI for advanced financial analysis.
Uptick's Generative AI agents combine proprietary market data, risk‑management models and portfolio‑optimization engines to autonomously generate trade ideas.
Financial Intelligence
What are the most attractive risk-reward setups in the options market?
A Bull Call Spread on SPY (Exp: Dec 19) offers a compelling setup.
PORTFOLIO AND RISK MANAGEMENT
A state-of-the-art portfolio risk intelligence and strategy management application.
Tailored to meet the needs of modern-day investors, Uptick allows you to design, test, and optimize investment strategies.
PRISM Intelligence
MARKET ANALYTICS
Market analytics platform that provides real-time insights and analysis.
A bird's-eye view of the financial markets, enabling you to spot trends and generate trade ideas swiftly.
API SOLUTIONS
A suite of APIs for proprietary trading.
Uptick's API solutions enable you to integrate our market data, risk‑management models and portfolio‑optimization engines into your existing trading workflows.
API Solutions
Market Research
Portfolio Optimization
Risk Intelligence
Market Intelligence
Trading Strategies
Scenario Analysis
Built with Intelligence, Perfected by Your Context
Uptick AI empowers your investment workflows to give you insights based on your portfolio, with context-aware Generative AI engine.
Build & Refine with AI Agent
Experience our intelligent AI agent that helps you build and optimize applications through natural conversation. Watch as it creates plans, executes tasks, and continuously improves based on your feedback with advanced tools and real-time progress tracking.
Financial Engineering in Natural Language.
Ask a question. We run the math. You get a decision-ready answer—fast, explainable, and shareable.
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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.