Caddie AI is your mobile command center for institutional portfolio management. Built for asset managers, operations teams, investor relations, and RIAs, Caddie AI puts markets, P&L, risk, and day-to-day ops in your pocket—with an intelligent assistant ready when you need answers fast.

Ask Caddie about ES futures, FX levels, daily P&L by desk, margin utilization, and more. Get clear, actionable responses without switching between dashboards or digging through spreadsheets.

KEY FEATURES

• Caddie AI Assistant — Chat with your AI caddie for instant insights on markets, P&L, margin, and operations

• Macro Panel — Live view of FX (G5/G7/G20), global equity futures, treasury yields, and crypto

• Market Data — Interactive charts, tickers, and expanded market views

• P&L & Financial Metrics — Desk-level profit and loss tracking and analysis

• Risk Metrics — Monitor margin, leverage, and exposure across your portfolio

• Portfolio Intelligence — Thematic exposure, holdings analytics, and portfolio insights

• Operations — Streamlined ops dashboards and workflows

• Investor Relations — Manage LP inquiries, email summaries, and task tracking

• Clarity RIA — RIA dashboard with contacts, geographic map, and client insights

• Research Reports — Executive summaries and AI-powered report digests

• Breaking News & Corporate Actions — Stay ahead of market-moving events and corporate activity

• Risk Report Portal — Upload and access risk reports on the go

• PMS Live — Real-time portfolio management and storm tracker tools

WHO IT'S FOR

Caddie AI is designed for institutional finance professionals who need portfolio, risk, and operations data wherever they are—portfolio managers, margin and ops teams, investor relations staff, and registered investment advisors.

SECURE & ENTERPRISE-READY

Sign in with organization's Microsoft account. Caddie AI is built for professional use with enterprise-grade authentication and a secure connection to your portfolio data.

Download Caddie AI and take your portfolio intelligence with you—wherever the market takes you.

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Note: Caddie AI is intended for institutional and professional users. Market data, P&L, and portfolio information are provided for informational purposes. Past performance is not indicative of future results.