Features Built for Clear, Risk-Aware Decisions
InterSwift combines AI-driven data analysis with transparent, risk-adaptive modelling so you always understand what the platform is telling you and why.
Designed for Canadian investors who want structure without complexity.
Everything you need to evaluate your portfolio with confidence
Each feature below is designed to work together — data ingestion feeds analysis, analysis informs risk modelling, and risk modelling shapes the guidance you see.
Continuous Market Monitoring
InterSwift processes market data on an ongoing basis, surfacing changes relevant to your holdings instead of requiring you to track every data feed yourself.
Risk-Adaptive Scoring
Positions and portfolios are scored against a consistent risk framework, adjusting as market conditions and your own inputs change over time.
Explainable Outputs
Every recommendation is accompanied by the underlying factors that produced it, so you can see the reasoning rather than a black-box result.
Adjustable Risk Tolerance
Set your own comfort level for volatility and exposure; the platform recalibrates its guidance to match rather than applying a single fixed profile.
Consolidated Overview
See holdings, allocations, and risk indicators in one place, reducing the need to reconcile information across multiple spreadsheets or tools.
Scenario Comparison
Compare how different allocation choices might behave under varying assumptions, helping you weigh trade-offs before acting.
A straightforward path from data to decision
Connect and Consolidate
Bring your holdings and relevant data sources into a single, structured view that stays current as things change.
Analyze and Score
The platform applies its risk-adaptive models to your portfolio, generating scores and observations tied to specific factors.
Review and Decide
Read the explanations behind each output, adjust your risk settings if needed, and make decisions with full context.
Features applied to real situations
Reviewing an Existing Portfolio
Import your current holdings and let InterSwift generate a consolidated risk and allocation summary, highlighting concentrations or exposures you may not have noticed.
Adjusting Your Risk Tolerance
As your circumstances change, update your risk settings and see how the platform's scoring and guidance shift in response — no need to start from scratch.
Monitoring Over Time
Return to the dashboard periodically to see how conditions and scores have evolved, with explanations for any notable shifts since your last review.
Analysis you can question, not just accept
We built InterSwift around the idea that AI-driven guidance should be legible. Rather than presenting a single score with no context, every feature is designed to show its inputs — so you can agree, disagree, or dig deeper before making a decision.
That same principle extends to risk modelling: your tolerance is a setting you control, not an assumption baked in behind the scenes.
See These Features on Your Own Portfolio
Get started with InterSwift and explore how risk-adaptive analysis applies to your specific holdings.