VIA3 AI Score™
A FICO-style read on any security.
~980 data points, 28 risk factors, five dimensions — one 0–100 score, at a glance.
The Platform
AI to optimize sustainability and financial performance.Quantify unpriced risk.
01 / Core Intelligence
One score. One search. One conversation.
Janet ingests the universe — not just what companies self-report.
Universal Search
Go beyond the ticker.
Keyword search across U.S. equities, funds, bonds, and REITs.
Ask Janet
Your market navigator.
Ask anything. Save, share, and build a team knowledge base.
02 / Research Desk
State your goal. Janet does the rest.Ask a question. Janet builds a Research Notebook of securities, sources, and reasoning — ready to evolve and share.
Weeks of analyst work, in minutes.
Security Analysis
Beyond disclosures.
Stated intentions, actions, duplicity, remediation — in one view.
Research Notebooks
A notebook from one sentence.
Capture securities, sources, and reasoning in one shared workspace.
Custom Research Goals
Define what matters.
Apply your goal to any security, notebook or portfolio and expand the corpus on demand.
Contextual AI
Drill down with precision.
Question a security, a notebook, a portfolio, or the whole market.
03 / Compasses
Customize sustainability.Optimize performance.
Tune five dimensions against financial performance, or start from a preset.
Your North Star
Chart your philosophy.
Weight Values, Impact, Analysis, Alignment, Activism against financial performance.
Curated Market
A shortlist in one step.
Your compass distills the market into securities that fit.
One-Click Action
Compass → Notebook or Portfolio.
Promote results to a portfolio or notebook. With one click.
04 / Portfolios
Trade out. Trade up.
Rebalance into more sustainable securities — without sacrificing performance.
Unified Dashboard
Every portfolio, one view.
Build, upload, or promote from a Compass or Notebook.
Portfolio Insights
Constituent, trajectory, opportunity.
Holdings analysis, historical performance, and a 2D Nearness Graph for smart swaps.
Monte Carlo
Stress-test for catastrophe.
Historical Bootstrap simulates black swans. Plan for the crash.
Benchmark
Returns, honestly measured.
Max Drawdown, Sharpe, Sortino vs. SPY / QQQ over 1Y, 3Y, 5Y, YTD.
05 / Teams
Amplify collective intelligence.
Share insights, strategies, and client work — securely.
Research & AI Hub
A living library of insight.
Share research goals, prompts, and histories across the team.
Shared StrategyComing soon
Compasses and portfolios, in sync.
Align the team on one vision.
Client PortalComing soon
Bring clients into the loop.
Controlled, partial access to portfolios and core features.