Agent 05 — Signal through the noise

SEE WHATTHE MARKETIS SAYING.

Market intelligence, monitoring, research and decision support for investment professionals — conditions detected, context summarised, and every investment decision left to a qualified human.

  • —Continuous monitoring of the instruments and events you care about
  • —Alerts explained in plain language with the data behind them
  • —Portfolio, exposure and risk views in one place
Section 02

The business problem

Market information is abundant and attention is not. The difficulty is not accessing data; it is noticing the specific thing that matters, in time.

  • Watchlists monitored manually across several screens
  • News read reactively rather than filtered by relevance
  • Portfolio exposure recalculated in spreadsheets
  • Research repeated for each instrument
  • Risk limits checked periodically instead of continuously
  • Reporting prepared by hand for each committee
Section 03

What MAARA actually provides

Market monitoring dashboardWatchlists and alertingNews and event monitoringResearch summarisationPortfolio, exposure and risk dashboardsReporting for internal review
Section 04

What can it do?

Market dashboard

Prices, movement, volume and your positions in one view, sourced from the market data providers you licence.

Watchlists

Instruments grouped by strategy, sector or mandate, each with its own alert rules.

Market monitoring

Continuously evaluates price, volume, momentum and volatility conditions against thresholds you define.

News monitoring

Filters approved news sources for items relevant to your holdings and watchlists, with the source always attached.

Event monitoring

Tracks scheduled events — earnings, economic releases, index changes — and reminds the desk in advance.

Price and condition alerts

Alerts fire on the conditions you set, not on a black-box opinion, and state exactly which rule triggered.

AI summaries

Turns a cluster of related information into a short readable brief, listing what changed and what remains unknown.

Research assistance

Collates filings, reports and approved sources on an instrument into a structured note for the analyst.

Quantitative indicators

Computes the indicators your team already uses, consistently and on schedule, across the whole universe.

Portfolio monitoring

Holdings, weightings, performance attribution and drift against target, updated from your position data.

Risk and exposure dashboards

Concentration, sector and currency exposure measured against the limits recorded in your mandate.

Portfolio reporting

Committee and client-ready reporting generated from the same monitored data.

Section 05

How does it actually work?

Source

Approved market data, news sources and your own position data

  1. 01

    MAARA monitors continuously against your defined conditions

  2. 02

    An event or condition occurs

  3. 03

    Alert raised, stating the rule that triggered it

  4. 04

    AI summarises the surrounding context and the data behind it

  5. 05

    Analyst reviews the summary and the underlying figures

  6. 06

    The human makes the investment decision

Attention directed to the few things that changed.

Section 06

What will you see inside?

Watchlists

Instruments grouped by strategy with live status.

Alerts

Triggered conditions with the rule shown.

Market summaries

Short briefs with sources attached.

Portfolio

Holdings, weightings and performance.

Exposure

Concentration by sector, region and currency.

Risk dashboard

Position against recorded limits.

Events calendar

Scheduled releases affecting holdings.

Research notes

Structured notes prepared for analysts.

Section 07

A real business example

A boutique investment manager with three analysts

Before MAARA

  • Each analyst watches their own screens and news feeds
  • Relevant news is sometimes seen hours later
  • Exposure is recalculated in a spreadsheet weekly
  • Committee papers are written from scratch each month
  • Risk limits are checked at review points

With MAARA

  • Conditions are monitored continuously across the whole universe
  • Relevant news reaches the analyst with context attached
  • Exposure and drift are visible from position data at all times
  • Committee reporting is generated and then reviewed
  • Limit breaches are flagged when they happen
Section 08

What gets automated?

Employee does this todayMAARA handles / assistsEmployee still controls
Watches screens for price conditionsMonitors continuously and alerts on the ruleInterprets and decides
Reads all news to find the relevant itemsFilters to holdings and watchlists with sourcesJudges materiality
Recalculates exposure in spreadsheetsComputes exposure from position dataDecides on rebalancing
Writes research notes from many documentsStructures sources into a draft noteForms the investment view
Builds committee reporting manuallyGenerates the pack from monitored dataApproves and presents
Section 09

Before vs with MAARA

Manual screen watching
Rule-based continuous monitoring
News read reactively
News filtered to what you hold
Weekly exposure snapshot
Exposure visible continuously
Notes written from scratch
Structured drafts for analysts
Limits checked periodically
Breaches flagged as they occur
Section 10

The business result

  • Analysts spend time on judgement rather than collection
  • Relevant market events are noticed sooner
  • Exposure and limits are monitored consistently
  • Committee reporting is faster and reproducible
  • Research is documented and shared rather than personal
Section 11

Who is it for?

Boutique investment managersFamily officesCorporate treasury desksCommodity trading firmsWealth advisory practicesProprietary research teams
Section 12

MAARA vs human control

MAARA provides monitoring, research and decision support only. It makes no performance promise, offers no guaranteed returns and does not execute investment decisions. Qualified humans retain full investment control, and nothing here constitutes financial advice.