Self-Managed Portfolio

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Make better decisions with 5,000+ stock insights powered by expert AI agents. Get the vision and edge of a full Wall Street team in your pocket.

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A Full Team of AI Analysts, Working for You

Sagehood brings together expert AI agents that analyze market moves like a professional hedge fund team, so you never miss an opportunity.

Technical Trader Agent

Focuses on trading strategies for technology stocks.

What you can do:

  • Track price action and technical indicators like moving averages, RSI, and MACD.
  • Identify breakout patterns and key support or resistance levels.
  • Suggest buying or selling opportunities based on short-term and long-term trends, providing actionable insights into technology stock movements and market timing.

SEC Filing Watchdog Agent

Monitors and analyzes filings submitted to the SEC.

What you can do:

  • Track regulatory disclosures, including earnings reports, 10-K/10-Q filings, and proxy statements.
  • Flag potential risks such as lawsuits, leadership changes, or financial adjustments.
  • Provide insights into company compliance, legal disputes, or operational challenges, helping investors stay informed about regulatory developments and potential risks.

Sagehood Core Agent

Coordinates specialized agents to ensure smooth collaboration and integration of insights.

What you can do:

  • Aggregate data from agents to provide a holistic market view.
  • Identify overarching trends by analyzing macroeconomic and sector-specific data.
  • Enhance decision-making by synthesizing multiple insights for strategic investments.
  • Provide actionable recommendations based on multi-agent analysis, serving as the platform's core reasoning hub.

Macro Economist Agent

Specializes in tracking global economic conditions and government policies.

What you can do:

  • Monitor GDP, inflation, interest rates, and unemployment to forecast market impacts.
  • Analyze fiscal and monetary policies like interest rate changes and stimulus measures.
  • Provide forecasts and scenario analysis to help investors anticipate economic shifts, enabling more informed decision-making during periods of economic change.

Sector Analyst

Provides in-depth analysis of the 11 GICS sectors and their sub-industries.

What you can do:

  • Analyze sector-specific trends, such as technological advances, regulatory changes, and demand fluctuations.
  • Identify emerging industries with high growth potential.
  • Evaluate risks and opportunities across sectors like healthcare, energy, technology, and consumer goods, offering insights into sectors poised for growth or potential market shifts.

Social Media Buzz Agent

Monitors real-time sentiment and trends across social media and news platforms.

What you can do:

  • Track public opinion and company brand perception to predict market reactions.
  • Identify trending topics or viral news that could impact sectors or stocks.
  • Help investors capitalize on short-term movements driven by shifts in public sentiment, influencing market behavior based on popular trends.

News Agent

Analyzes breaking news to identify market-moving risks and opportunities.

What you can do:

  • Aggregate news from trusted sources with potential market impact.
  • Assess how breaking news affects markets, sectors, and assets.
  • Provide actionable insights on how news might present risks or opportunities, including identifying the most affected sectors or regions in response to specific events.

Geopolitical Agent

Tracks political events and their implications on the market.

What you can do:

  • Assess risks from geopolitical tensions, such as trade wars or regional conflicts.
  • Evaluate opportunities from policy changes, like trade agreements or infrastructure investments.
  • Provide insights into political stability, particularly its effects on currency markets and multinational corporations, enabling more informed decision-making based on global political events.

Risk Management Agent

Focuses on identifying and mitigating investment risks.

What you can do:

  • Analyze financial, geopolitical, and sector-specific risks to create balanced investment strategies.
  • Assess potential downsides for individual stocks, sectors, or asset classes.
  • Offer strategies to hedge against market volatility, preserving portfolio value by minimizing exposure to high-risk investments.

Financial Analyst Agent

Evaluates the financial health of individual companies.

What you can do:

  • Analyze financial statements, such as income statements, balance sheets, and cash flow reports.
  • Assess company valuation metrics, including P/E ratios, debt levels, and profitability.
  • Monitor earnings calls and guidance to forecast stock performance and identify undervalued or overvalued stocks

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FAQ

Get the answers you need to make the most out of Sagehood.

  • What is the Self-Managed Portfolio?
    Deep-diving into 5,000+ stocks isn’t easy, so we handle the heavy analysis and cut through market noise, helping you make faster, better-informed decisions while staying fully in control.

  • How is this different from AI-Managed or Expert + AI?

    • Self-Managed: You control every trade; AI is for research only.
    • AI-Managed: Our AI builds and manages a diversified index portfolio for you.
    • Expert + AI: A human team co-manages and advises alongside AI.

  • Does Sagehood place trades for me?
    No. Self-Managed never executes trades. You trade through your own brokerage; we provide analysis and insights.