About Exent
Built by former investment bankers, investors and traders, Exent gives self‑directed investors the research, risk analysis and monitoring Wall Street relies on.
Best Institutional-Style Portfolio Analytics for Self-Directed Investors.
Exent AI Beat S&P 500 by 10x Over 8 Years.
The Smartest Portfolio Analyzer.
Exent was built by a team of former investment bankers, professional investors and traders. We spent our careers on the institutional side of the market, where every decision runs through risk models, research desks and data most people never see.
From there, the gap was impossible to miss. Same market, same stocks, but Wall Street worked with systems, and the self-directed investor worked with a price chart, a news feed and a gut feeling.
Exent exists to close that gap: to put the same discipline the professionals use in the hands of every self-directed investor, explained in plain English, running on their own holdings.
Our vision
Every self‑directed investor should have access to what the 1% have: the research desks, the risk systems and the discipline that used to sit behind seven‑figure minimums.
Our core principle
We build the tools we use on our own portfolios, and we use everything we build. If it isn’t good enough for our own money, it doesn’t ship.
The top 1% never had better instincts. They had better systems: risk models, research desks, regime signals. We build those systems for individuals.
Most tools start from the market. We start from what you own: where your risk sits, what overlaps, what a crash would cost. Portfolio trackers show prices. Exent shows structure.
Risk, overlap, drawdowns and benchmarks are calculated by quantitative models on real market data. AI reads, summarizes with sources and explains. It never guesses a number.
Every figure has a source; track records are shown in the past tense, misses included. No promised returns, no commissions, no funds to sell.
AI compounds. Every model and dataset we add makes the next analysis faster and sharper. That is how a small team builds what used to take an institution, and keeps giving investors more.
Institutions pay $24,000+/yr for a terminal; advisors charge ~1%/yr of assets. The same discipline belongs in the hands of everyone who manages their own money.
Three systems that work together, from your holdings to the market around them.
See risk concentration, hidden correlation, and benchmark returns against your actual risk.
Get a macro score that tells you when to lean in and when to step aside from the market.
Get highest-potential stock picks by elite analysts from top Wall St. firms.
The math comes from models. The words come from AI. The decisions stay with you.
Prices, fundamentals, analyst ratings, insider activity and macro data from professional feeds.
Risk, correlation, crash replays, efficient frontier and a market-regime model do the math.
Findings summarized in plain English, with the reasoning and the sources behind them.
Exent never trades for you. Your broker stays your broker; every decision stays yours.
“Exent pinpointed blindspots in my allocation I didn’t realize existed. lt revealed how overexposed I was with ARKK, made adjusments, increased portfolio returns by 23% instantly. Exent showed AMD weeks before the action, sold after +78% profit.”
“My portfolio was scattered and EXENT reorganized it and improved its efficiency showing where I was overexposed. It also surfaced NVDA weeks before the rally. My best performing position this year.”
“I finally understand what was dragging my performance down because it highlighted weak positions, showed smarter weighting, and flagged these gems for me: NVDA, PLTR, and NRG all came from the market radar feed. Unreal!!”
“I always got in late but Exent AI cleaned up my allocations and found opportunities I usually miss and now I invest with more clarity and confidence. Exent also pointed out ORCL’s shift to AI early, it's currently +49% in profit.”
“My holdings were solid but I knew I could do better and Exent reduced overlap improved the returns by 36.7% in 3 months. It also surfaced 2 new gems that eventually doubled. One of them was PLTR :)”
“Exent gave me a full view of my blindspots including sector concentration, unnecessary risk and positions that didn’t match my goals. After rebalancing, my portfolio is up 47% in last 3 months.”
“I’m analytical but even I missed several allocation issues that EXENT caught instantly and those adjustments brought additional +22.4%. Also, I've got DFDV and USARW recommended up in my gem scan.”
“My old portfolio looked fine until EXENT broke it down and fixing the inefficiencies paid off. Rigetti Computing was my top performing gem.”
“This tool didn’t just show me what to buy but what to stop doing and the reallocation guidance alone was worth it bringing additional performance boost of almost 60%. Also, Exent spotted NYSE: CLS before analysts. It doubled in four months.”
“I thought I was diversified but Exent exposed hidden correlations gave me a smarter structure. APP looked boring until Exent called it a momentum gem. I closed this position up 322% :))”
“The clarity from the report changed everything and I now know exactly what drives my portfolio.”
“I went from reactive investing to having a real strategy because EXENT improved my allocations and highlighted multiples opportunities that booster my portfolio growth.”
“My returns were decent but inconsistent and after applying the adjustments the volatility dropped and growth improved even more after adding PLTR and SMCI early thanks to gems radar, insane find.”
“Exent replaced all tools I used before. The AI spotted correlations I never saw in my own portfolio and helped my fix the risk/return. I'm up 62% YTD.”
“The system showed me how to rebalance for better risk adjusted growth and the early identification of a strong mid cap stock made a big impact”
“The insights were practical and specific and Exent showed me exactly what to change while the gem radar found SMCI (now +174%).”
“EXENT AI helped me turn a messy portfolio into something deliberate and the blindspot analysis was eye opening with Gem picks that gave an additional upside.”
“Exent found that 38% of my portfolio was tied to semiconductors. I trimmed an overlapping fund before adding MU to my watchlist.”
“I owned NVDA directly and through three funds. Exent finally showed me the combined weight.”
“My 27 holdings looked diversified until Market intelligence grouped them by risk. I reduced one AI fund and started researching COHR instead of adding another chip stock.”
“Exent showed me how much ARKK was driving my portfolio’s swings. I cut the position to a size I could hold comfortably.”
“ALAB caught my eye in the gem scan. The portfolio report showed I was already heavy in AI, so I started with a smaller position.”
“Three funds, nearly the same holdings. Exent made that obvious.”
“I wanted to buy NBIS as soon as I saw it in Market intel. Checking my existing cloud exposure first helped me decide on a sensible size.”
“I retired five years ago and my portfolio now has one job, produce income without exposing us to unnecessary risk. During the recent correction everyone was talking about Iran, tariffs and whether another bear market had started. At the same time the S&P 500 was near all-time highs. Without the model I honestly wouldn't have known what to do. The Risk OFF signal gave me confidence to reduce exposure, and when conditions improved I simply followed it back in. I made one decision instead of twenty emotional ones.”
“I've spent my career making decisions based on probabilities, not opinions. What convinced me wasn't the return, it was the drawdown. Losing 20% and losing 34% are completely different experiences when retirement isn't far away. The historical data was objective, easy to understand and exactly what I was looking for.”
“I remember thinking the market couldn't possibly be ready to recover. Every financial channel was still predicting another decline. The system wasn't trying to predict anything, it simply identified that market conditions had shifted. Looking back, staying invested after that signal made a much bigger difference than trying to guess the exact bottom ever could.”
“For years I focused almost entirely on returns. Then I saw the explanation showing why avoiding large losses is actually more important than catching every rally. Losing 50% requires a 100% gain just to recover. That simple chart completely changed my investment philosophy.”
“I used to spend hours reading market commentary. Inflation. AI. Elections. Wars. Every expert had a different opinion. Now I only ask one question: Is this a Risk ON, Neutral or Risk OFF market? That's become my investment process.”
“Mark: I wanted to reduce risk. Jennifer: I wanted to stop talking about markets every evening. We simply check whether the model is Risk ON, Neutral or Risk OFF. There are no arguments anymore about what CNBC or Bloomberg said that day. It's probably the calmest we've ever felt managing our retirement savings together.”
“I still decide what ETFs and stocks I own. Exent doesn't replace my investment decisions. It tells me whether the overall environment supports taking risk. That's a much more useful question than trying to predict where the S&P 500 will close next week.”
“I always avoided leveraged ETFs because I thought they were speculation. Reading how the Flagship model only increases exposure during confirmed Risk ON periods completely changed my perspective. Most of my money remains in the standard strategy, but allocating a smaller portion to Flagship made perfect sense.”
“Markets have climbed to new highs while geopolitical conflicts continue almost every week. That disconnect makes investing surprisingly difficult. The system gives me something far more valuable than predictions. It gives me consistency. I don't have to decide whether today's headline matters.”
“The Sharpe ratio comparison immediately caught my attention. I didn't realize how much additional return had historically come from avoiding severe drawdowns rather than constantly finding better investments. That's why I moved everything into one disciplined process. I finally feel like my portfolio has a system instead of a collection of ideas.”
“Since retiring, I’ve worried about selling investments during a bad market just to cover expenses. Exent gave me a clear signal to review our exposure before fear took over. I also like knowing what to watch for when conditions improve.”
“I’m two years from retirement, so a large drawdown could change our plans. Exent market intel helped me focus on the risk I was taking, not just the return I hoped to earn. I feel better having a process in place before the next correction.”
“My pension covers the essentials, but I rely on my IRA for everything extra. Before using Market intelligence, I checked my balance whenever the news sounded bad and wondered whether to act. Now I check the risk level first. It gives me a calmer starting point.”
“My husband used to make our investment decisions, and managing the account alone was intimidating. The Predictive regime made the first question simple: what kind of market are we in? I still make my own decisions, but I don’t feel I have to understand every headline.”
“I sold during the 2020 panic and stayed in cash far too long. That taught me I needed a plan for getting back in, not just getting out. Market intel gives me a change in conditions to watch for instead of waiting until I feel certain.”
“We spend winters abroad, and I didn’t want retirement to involve checking markets every morning. With the Macro regime, I can see whether the broader environment has changed and whether my portfolio needs attention. Then I can get on with my day.”
“As a retired engineer, I wanted to understand the rules behind any system I might follow. Exent explained its risk approach clearly enough for me to evaluate it. I may not agree with every signal, but I know what it means and how I’ll use it.”
“I retired early, so this portfolio has to work for a long time without another paycheck behind it. Exent market intel helped me think more seriously about when losses happen. I still want growth, but I’m more deliberate about how much risk I take.”
“Some of our savings are earmarked for our grandchildren’s education. Market alerts prompt me to review whether money we’ll need soon is too exposed when conditions change. That’s helped me treat those funds differently from the money we may not touch for decades.”
“I thought owning dividend stocks meant I had the defensive part of investing covered. Market intelligence made me look at how far those stocks could still fall in price. I haven’t given up dividends; I just manage the overall exposure more thoughtfully.”
“I used to read market commentary for hours and finish more confused than when I started. Exent gives me one place to check the risk level. I still read the news, but I no longer feel obliged to turn every opinion into a trade.”
“Every new conflict used to make me wonder whether I should sell. The Macro regime helps me put some distance between a frightening headline and a portfolio decision. I check whether broader conditions have changed before I make a move.”
“I reacted to tariff news twice and regretted both trades. Market intel gives me a reason to pause and assess the wider market. A headline can still matter, but it no longer makes the decision for me.”
“I followed so many finance accounts that I could find someone arguing for any trade. The Predictive regime cut through that for me. I check its reading, then decide whether my portfolio needs attention. It feels less like taking a vote among strangers.”
Exent is an AI research platform for self-directed investors. It analyzes your portfolio’s risk and structure, gives you market context, and tracks which Wall Street analysts have the best records, so you can manage your own money with institutional-grade information.
Neither. Exent is an informational research platform. It does not give personal investment advice, hold funds or execute trades. You stay in control of every decision.
From professional market data providers: prices, fundamentals, analyst ratings, insider transactions and macroeconomic series. Calculations run on that data; AI summaries cite their sources.
Investors who manage their own stocks and funds and want the analysis a private bank or risk desk would provide, without a percentage-of-assets fee or a terminal subscription.
A team of former investment bankers, professional investors and traders who saw the gap between the systems Wall Street uses and the tools available to self-directed investors, and set out to close it.
See what the 1% see: your risk, your overlap and your crash exposure, in about a minute.
