The AI for financial research
Ask Itoflow to research an idea, test a portfolio, or monitor a strategy.
Strategies that stay under continuous review
Itoflow keeps each thesis in memory, watches the market as it changes, refreshes the evidence, and surfaces the next action for review.
Rank 01
News Sentiment Alpha
Cross-asset momentum
Momentum-driven news catalyst trading
Rotates across equity sectors, commodities, gold, and cash.
Return
+34.7%
Action
HOLD
Sharpe
1.11
Holdings
HOLD / 2026-08-05
I am retaining the existing target with no drift-rebalancing orders. Western Digital's report materially strengthened the operating thesis: fiscal-fourth-quarter re...
Rank 02
Opportunistic Long
Opportunistic equity
Conviction-based dip-buying with dynamic cash allocation
Conviction dip-buying with cash deployment gates.
Return
+13.0%
Action
HOLD
Sharpe
1.05
Holdings
HOLD / 2026-08-05
I am keeping the settled allocation because this repeat GOOGL wake contains no material new evidence. The broker price is essentially unchanged from the completed t...
Rank 03
Cross-Asset Momentum
Cross-asset momentum
Multi-asset momentum rotation strategy
Rotates across equity sectors, commodities, gold, and cash.
Return
+7.0%
Action
HOLD
Sharpe
0.90
Holdings
HOLD / 2026-08-04
I am holding the current diversified book because the tested 42-day rotation lagged SPY by 4.98 percentage points annualized and would require 20.16% one-way turnov...
Itoflow leads BuySideBench
Best median score across 14 interactive portfolio-management assignments, where systems must recognize and request missing investor constraints before acting.
0.689 median score, +0.340 over the strongest external system.
| # | Configuration | Score |
|---|---|---|
| 01 | ItoflowGPT-5.6-Luna · XHigh reasoning | 0.689 |
| 02 | CodexGPT-5.6-Sol · High reasoning | 0.349 |
| 03 | Claude CodeOpus 5 · High reasoning | 0.306 |
From the research blog
Notes from the lab — how the agent works, what it gets right, and where it still needs a human.