Your AI investment team, structured by role.
MoTA uses specialized AI agents to support research, risk evaluation, portfolio review, decision generation, and execution workflow preparation.
Fundamental Analyst
Reviews company fundamentals, earnings context, valuation signals, business drivers, and sector positioning. Output: fundamental research context for investment decisions.
Technical Analyst
Analyzes price action, trend behavior, momentum, support and resistance, volume signals, and market structure. Output: technical context for timing, trend confirmation, and risk review.
Market Sentinel
Monitors macro events, sector moves, volatility changes, earnings events, news signals, and urgent market shifts. Output: alerts and market context for urgent or time-sensitive decisions.
Risk Manager
Reviews concentration, exposure, volatility, stress scenarios, downside risk, and portfolio-level impact. Output: risk review before decision approval.
Portfolio Manager
Connects investment ideas to portfolio context, allocation logic, position sizing considerations, and decision prioritization. Output: portfolio-aware decision recommendations.
Trader
Prepares execution-related workflow context after the user reviews the decision, risk, and rationale. Output: order intent and execution workflow preparation for user approval.