Voice-Powered Portfolio Optimization

Speak markets.
Get allocations.

Litterman.ai listens to your market views, runs the Black-Litterman model, and responds with a rebalancing recommendation — all through natural conversation.

A real conversation

See how a portfolio manager interacts with Litterman.ai.

PM
The Fed just signaled two more rate hikes this year. Core inflation is still sticky at 3.8%.
BL
Understood. Hawkish Fed signal with persistent inflation. Running Black-Litterman…

Recommended rebalancing:
↓ Stocks USA: 60% → 48% (−12pp)
↓ Stocks EM: 30% → 22% (−8pp)
↑ Bonds USA: 10% → 30% (+20pp)

Expected Sharpe improves from 0.81 → 1.04. Confirm rebalancing?
PM
Confirmed. Apply the new weights.
BL
✓ Portfolio updated. Dashboard reflecting new allocations. Monitoring for next market signal.

How it works

From spoken insight to optimized allocation in seconds.

01 — LISTEN 🎙️

Speak your view

Describe a macro event, earnings signal, or geopolitical development in plain English.

02 — EXTRACT 🧠

Gemini extracts views

Gemini 2.5 Flash classifies the news and extracts structured P/Q matrices for the BL model — grounded with live search.

03 — OPTIMIZE ⚙️

Black-Litterman runs

Market equilibrium priors are blended with your views via Bayesian optimization with turnover and concentration constraints.

04 — RESPOND 📊

Voice + dashboard

The agent speaks the recommendation aloud and the live dashboard updates in real time via Firestore.

Built for fund managers

Not a chatbot. A quantitative voice co-pilot.

Voice

Native audio via Gemini Live

Real-time bidirectional voice using Gemini 2.5 Flash Native Audio — no transcription lag, no push-to-talk.

Quant

Black-Litterman model

Rigorous Bayesian portfolio optimization — not LLM guessing. Market equilibrium priors blended with your explicit views.

Grounded

Live market search

Google Search Grounding ensures view extraction is anchored to current market data, not just training knowledge.

Real-time

Live dashboard

Allocation changes, Sharpe ratio, and portfolio delta visible instantly. Confirm rebalancing with a single voice command.

Cloud

Stateless & scalable

Deployed on Google Cloud Run with Firestore shared state — no local dependencies, accessible from anywhere.

B2B

Investment committee ready

Designed for the real workflow of portfolio managers — speak a macro view during a call, get allocations before it ends.

Ready to rebalance?

Join the waitlist for early access to voice-driven portfolio optimization.