Wealth management and trading, with AI in the loop.

Portfolios and accounts, market research, agents that draft and cite their sources, order tickets you confirm yourself, and the record that follows — in one workspace.

Five surfaces, one continuous position

Frequently asked questions

What is ONEX AI?

ONEX AI is an investment workspace for market research, portfolio context, AI-assisted review, and investment operations.

What can I explore in the platform?

Explore market views, screeners, charts, watchlists, portfolio and account views, AI-assisted research, documents, reporting, accounting, and treasury workflows.

Does ONEX place trades or move money automatically?

The landing page does not promise automatic execution. Consequential actions remain subject to account, provider, permission, and confirmation requirements.

How does AI fit into the workflow?

AI-assisted surfaces support drafting, source-aware research, review, and history. AI output still requires human review before it is relied on.

Is ONEX AI available now?

The public acquisition path is a request for access. Submitting the form does not claim that an account has already been activated.

Can I connect my own AI agent?

Request agent access to connect an MCP-compatible client to approved market research, portfolio and operational tools. Available capabilities depend on your connection and permissions; proposals require human review.

What data will I see?

The interface distinguishes returned, unavailable, stale, projected, and realized values. Provider coverage and connected data affect what is available.