Account-aware answers
Ask why your P&L moved, what your largest exposure is, or how fees were charged last month. Answers are built from your ledger, not generic text.
AI
Intelligence that explains your portfolio — and stops there.
TANO's assistant is built for comprehension, not hype. It reads your live account context and answers in plain language, with hard guardrails around what it is permitted to do.
What it does
Four everyday jobs, done well.
Regime and risk context
The assistant summarises volatility regime, strategy correlation and concentration so you understand what is driving returns.
Plain-language reporting
Turn a month of fills and accruals into a readable statement summary you can share with an accountant.
Strategy explainers
Every automated strategy carries a model card: what it trades, how it sizes, when it stops, and how it behaves in stress.
Guardrails
What the assistant is deliberately not allowed to do.
No discretionary trading
The assistant cannot place, cancel or size orders. It reads; the execution layer writes.
No advice
Responses are informational. The assistant will not tell you what to buy or predict prices.
Scoped data access
Each session is bound to one account. Cross-account data is never in the model context.
Auditable
Every prompt and response is written to the activity log alongside the data snapshot used.
Provider-agnostic
The assistant sits behind an adapter, so the underlying model can change without touching the interface.
Sandbox note
In the current sandbox build the assistant runs on a deterministic local provider so responses are reproducible. Connecting a hosted model is a single adapter swap.
Open a sandbox account
Explore custody, allocation, execution and reporting with simulated infrastructure. No funds required.