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Daizy

Daizy

Daizy, operated by Cognitive Investment Technology, Inc., provides AI-powered solutions for the financial world. For financial institutions, it offers a compliant platform for creating accurate fund reports and portfolio storytelling, acting as a virtual investment analyst, writer, and compliance officer. For individual users, Daizy offers an application to link brokerage accounts for portfolio tracking and analysis for educational purposes. The company was founded by former leaders from prominent financial institutions like MSCI, StatPro, and JP Morgan.
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Description

Daizy, operated by Cognitive Investment Technology, Inc., offers multifaceted AI solutions for the finance industry. For financial institutions, it provides an AI platform designed to create accurate, compliant fund reports and portfolio storytelling. This solution acts as a virtual investment analyst, financial writer, and compliance officer, enabling teams to scale efficiently with content that is traceable, reproducible, and regulator-ready. For individual investors, Daizy offers a service via its website and app that allows users to link their broker accounts (through providers like Plaid) to track and analyze their investment portfolios. This service, which includes both free and paid tiers, aggregates data on holdings and transactions for educational and general reference purposes, explicitly stating that Daizy is not a financial or investment advisor. The company, founded by former leaders from prominent firms like MSCI, JP Morgan, and CBOE, utilizes various external data sources to enrich its offerings.