Your own sandbox firm, in one click.

1. Welcome to your sandboxA private demo firm with six accounts, three models and twenty-one active rules. Switch between six roles: a Portfolio …
2. Rebalance in plain EnglishSend the request through the intent pipeline. You will see each stage: the parsed intent, the entitlements check, the d…
3. Portfolio Center in plain EnglishThe window for managing portfolios is Portfolio Center, and it takes commands. Press "Plan it": the request becomes a p…
4. A compliance failure, explainedThis order would take NVDA above the 12% single-position limit. Submit it: the deterministic check rejects it, the AI e…
5. The trade blotter, filtered in plain EnglishEvery order on one live screen. Press Filter: the AI turns your words into filter chips you can see and remove - never …
6. The blotter briefOpen the brief: deterministic checks find stuck orders, slippage outliers, orders near their limit and compliance holds…
7. Your own blotter viewPick the Admin's shared view "Execution quality" from the views list: pinned time and symbol, slippage in bps coloured …
8. Bulk actions on the blotter, in plain EnglishThe command bar under the filter acts on many orders at once. Plan this one: the preview lists every working VWAP order…
9. Write a compliance rule in plain EnglishSend the wording. Where it is ambiguous (market value or cost? which accounts? block or warn?) the AI asks instead of g…
10. Sign-off by ComplianceThe Portfolio Manager submitted "Energy at most 15%". Read the restatement and the test-bench result, then sign off wit…
11. Rules from a mandatePaste mandate or IMA text: the AI proposes candidate rules, each quoting its exact source sentence. Candidates are draf…
12. Operations: exceptions and end of dayOperations sees stuck and duplicate orders, confirms the allocation of executed orders, and runs the end-of-day complia…
13. Start of day: a late file and a held fileThis morning's feeds came into the sandbox's drop box in the start-of-day order. The cash file is late and the corporat…
14. Load a file, check the diff, undoDownload the sample security master (it has mistakes in it) and upload it. The AI suggests the column mapping; determin…
15. Upload a whole folderDownload the sample start-of-day folder (a .zip of eight mixed files) and drop it here, or unzip it and choose the fold…
16. User-defined fieldsEvery reference table has ten user-defined fields. Securities use slot 1 for an "Internal rating" (a list AAA to D) and…
17. The workflow monitorEverything that waits on a person, across orders, overrides, rule sign-offs, violations, held data and exceptions, on o…
18. Reassign work with one sentenceTaylor is going off desk. Plan the command: the preview shows each item he owns and its new owner, then asks you to typ…
19. A workflow rule in plain EnglishThe Admin described a rule in one sentence: "Orders over $1M in the Growth accounts need PM and Compliance approval, an…
20. The copilot stays within entitlementsAs a Trader you have no access to the Family Office Trust. Ask about it: the copilot cannot answer, because that accoun…
21. An anomaly across componentsAlex placed his first order on an account he normally only views; it is unusually large and takes XOM close to the issu…
22. Everything is on the recordEvery action from every component is in one append-only, hash-chained event log - including every rule sign-off - and e…

The demo's AI explanations are limited per sandbox and per network each day; after that, standard explanations are shown. Do not enter real client or personal data.