LyraMind keeps your firm's written reasoning for every position. It checks that reasoning against SEC filings, Treasury yields, Bureau of Labor Statistics data and prices, and says in plain words when something you wrote has changed.
A trigger is a line your firm wrote down that would make it reconsider a position. When public data crosses that line, LyraMind tells you what happened and names the source.
Your trigger on NEE was hit: the 10-year Treasury yield closed at 5.28%, above the 5.25% you set.
An example with made-up notes and an illustrative yield. Not live data.
You write them once, in your own words, and LyraMind shows them back word for word.
A trigger with a number in it, like a yield level, LyraMind checks on its own. A trigger written as a sentence is marked “Check it yourself”, because LyraMind can't check those automatically.
The 240 positions rest on 639 written assumptions, but only 569 of them are different. Some assumptions sit under several positions at once.
The other positions had nothing that mattered. LyraMind lists them too, so you can tell it looked.
These figures come from a test run on a portfolio we generated. They are not client data and not a performance claim. See the seven positions that share one assumption.
Type a question or pick one. The answers come from a made-up 240-position portfolio and are not live.
We work with a few firms at a time. Tell us what you want to keep track of, and we will reply within two business days.
We are working with a small number of design partners. See what is built and what is not.