Know what you’re reviewing
Keep supplied values, source dates and assumptions alongside the findings. ASNOMIC provides the tools and workspace; your agent’s interpretation remains its work.
Portfolio risk research for your agent
Anticipate risk with your agent. Protect your portfolio.
Give your agent the tools and context to understand your exposure, investigate emerging risks, and revisit your investment assumptions—with evidence you can review.
Ask your agent with ASNOMIC · Example questions
- Where am I most concentrated across my accounts?
- Which holdings overlap across my accounts?
- What in this filing could change my investment case?
- What evidence challenges my investment assumptions?
- How does this filing compare with my saved research?
Private beta · Access code or approval required
The animated market symbols are illustrative and use no live prices or portfolio data.
Paste this into your agent’s chat to explore the guide before connecting.
Claude connector setup
See how your agent
gets connected.
Watch the real Claude connector setup, from entering the URL to the connected screen. Pauses shortened.
Follow the connection steps →01 / Understand exposure
Different accounts.
Shared exposure.
Holdings spread across accounts can share the same risks. Give your agent the figures you choose to share and ask it to examine the combined picture. Its calculations and assumptions should be visible for you to check.
“Using the values I provide, am I more concentrated in one asset than I realise?”
“Which holdings overlap across my accounts?”
“How much ordinary cash is separate from stablecoins?”
02 / Investigate emerging risks
Understand what
could change.
A new company disclosure can change the case for an investment. Ask your agent to examine the latest SEC filings, identify developments that deserve attention, and explain how they relate to your holdings.
Put your investment assumptions to the test. Look for evidence that supports your reasoning, disclosures that challenge it, and questions that remain unanswered.
Your agent investigates. You decide what the findings mean for you.
An example question for your agent
“I own this company for its growth. What in its latest filing supports that view—and what could challenge it?”
Ask for a clear view of
- The source
- The filing date and relevant passages.
- The assumption
- What your investment case depends on.
- The tension
- Disclosures that challenge your assumptions.
- The next question
- What the filing leaves unanswered.
03 / Return to evidence
Keep the evidence
for your next decision.
With your approved workspace, ask your agent to save findings and their supporting sources. Return when new information arrives and build on the work you already did.
04 / How it works
Connect your agent.
Ask a question.
Review the evidence.
- Get beta accessEnter an access code or request approval, then sign in to your ASNOMIC account.
- Connect and askFollow the Claude connection guide. Bring holdings values or a question about a company filing.
- Review and saveExamine the findings, sources and assumptions. Ask your agent to save the work in your workspace for a later comparison.
05 / Private beta access
Start with one question
about your portfolio.
A workspace to begin your research.
Enter an access code or request access. Approved accounts receive a research workspace and 100 starting credits once. Existing balances are preserved. You can request more credits from your account for review.
Sign in →Questions about access? Email support@asnomic.com.
06 / Common questions
Before you begin.
How do I connect my agent?
Follow the connection guide to add ASNOMIC to Claude, the client demonstrated here. Use the same Google account you use for ASNOMIC.
Do I need to connect my brokerage accounts?
For portfolio questions in this beta, supply the holdings values you choose to share. Automatic brokerage account import is not part of this flow.
What can my agent investigate?
Questions about supplied holdings and supported public sources, including official SEC filings. It should check available tools and source access before choosing an investigation.
What can I save?
Ask your agent to save research, findings and supporting source records in your workspace. Open them in your account and return to them for a later review.
Can my agent place trades?
This beta flow researches questions and sources. It does not place trades.
Does this guarantee protection from losses?
No. Research helps you examine potential risks; losses remain possible. You make the investment decisions.
How do I get access or connection help?
Use the beta access flow, or email support@asnomic.com for help.
Who handles privacy and security enquiries?
Email support@asnomic.com. See our privacy notice and acceptable-use policy for the current scope.
Your next investigation
What could change
your investment case?
Bring one portfolio question. Connect your agent and build a view you can inspect and revisit.