AI & Automation
Medhavya AutoFlow
Document intelligence and workflow automation with human review built in.
Lifecycle status: In DevelopmentDemo listing
Financial Intelligence & Trading
Medhavya FinSight
Portfolio analytics, market research workspace and risk monitoring.
Lifecycle status: ResearchDemo listing
Demo listing. Product details on this page are illustrative and will be confirmed before launch. Ask us for the current scope and availability.
The problem
Analysts assemble the same views from several data sources every day, leaving little time for actual analysis.
Medhavya FinSight brings market data, research notes and portfolio exposure into a single analytical workspace. It supports analysis only — it does not give investment advice or place trades.
Intended outcomes
- 01One workspace for data, notes and exposure
- 02Repeatable analysis instead of manual assembly
- 03Clear, traceable monitoring alerts
Modules & features
What Medhavya FinSight does
- 01
Research workspace
Notes, charts and data side by side.
- 02
Exposure views
Portfolio exposure by sector, instrument and risk factor.
- 03
Alerts
Rule-based monitoring with an audit trail.
- 04
Scenario analysis
Explore how assumptions change outcomes.
Workflows
How teams use it
Morning research review
- 1Load watchlists
- 2Review overnight changes
- 3Annotate findings
- 4Share a research note
Every step is designed around the people doing the work — with clear ownership, an audit trail, and nothing changed without the right person’s approval.
- Built for
- Research analysts, Finance teams, Advisory firms
- Deployment
- Cloud (managed)
- Integration areas
- Licensed market data providers · Spreadsheet export
- Support
- Research-stage product; early conversations are welcome.
Industries: Financial Services
FAQs
Questions buyers ask
Will FinSight connect to my broker account?
No. FinSight does not request brokerage credentials or trading API keys.
Related products
See Medhavya FinSight with our team.
We will walk through the workflows relevant to you and be clear about what is available today and what is on the roadmap.