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reporting for your investments
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A bird eye view for understanding your
own portfolio’s movements and nuances.
A well presented brief on
the most critical market shifts
that are impacting your money
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An easy-to-understand
breakdown of the performance
in natural language
Try out the cutting edge GPT based technological innovation in the financial space before others! It will lower your mental friction, and open new resource allocation opportunities.
* 2024.03.13 Sample Portfolio Summary
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impact on your long term well-being.
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My name is Julius, and the team behind SumX is Doomoolmori.
We are based in Seoul, and have been managing hundreds of millions of dollars using quant, AI, and automations.
While studying our clients’ complex and personalized investment journey, we were frustrated how performance reporting was nearly impossible to be perfected.
A natural and easy to read language customized to each client was critical, but only after the advent of AI was it realized.
A transparent and friendly reporting helps our clients in up and down markets, helping them to a state of calm temperance that is critical in investing long term and harvesting the high returns from the capital markets that favor the patient and intelligent.
I think you deserve the benefit as well, because all thoughtful investors are allies and partners in the marketplace.
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