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Use a firm API key instead (for integrations)
Enter your code
First sign-in: scan this with an authenticator app (Microsoft Authenticator, Google Authenticator, 1Password…), then enter the 6-digit code it shows.
Can't scan? Enter this key in the app:
Workspaces
One workspace per client portfolio or mandate. Each keeps its uploads, analyses, chats and audit log.
New workspace
People
They get a one-time sign-in link by email and set up an authenticator app on first sign-in.
Points for the committee
Scenarios
Illustrations from each holding's measured sensitivities over the last three years, not forecasts.
Exposures, looking through funds
Risk
Ask about the latest analysis. For example: "What are the three biggest risks?", "What if rates rise 2% and the dollar strengthens 10%?", "Write a paragraph for the committee on concentration." Every figure in an answer is checked against the analysis.
The client's limits, in percent. Leave a box empty for no limit. A limit set here replaces AIMi's house threshold, and any breach becomes a high-priority point for the committee. Saving re-checks the latest analysis.
Download everything held for this workspace (uploads, analyses, scenarios, conversations and this log) as a JSON file, or delete the workspace and everything in it. Deleted data leaves encrypted backups within seven days.