Know your exposure.
Bring public positions and private funds into one risk view. See the factors behind the total, with portfolio scope and valuation context.
INVESTMENT · TRADING · RISK
Your whole portfolio.
A clearer view of risk.
Maiar Insights brings public and private investments together. Portfolio and risk software for family offices and investment teams, with scenarios and source evidence behind your decisions.
Independent portfolio, trading, and risk tools
THE MAIAR WORKSTATIONSynthetic demo data
Portfolio overview
Whole portfolio · USD
Total portfolio
—Public + private NAVPublic portfolio
—Including portfolio cashPrivate portfolio
—Reported fund NAVValue at risk
—Whole portfolio · Model estimateLoading the demonstration portfolio…
Preview values appear when the demonstration portfolio is available.
Public + private, together
Connect holdings, commitments, cash, and risk across the whole book.
Model before you act
Compare scenarios and proposed changes using the same portfolio engine.
Inspect the evidence
Review assumptions, calculation context, and document source excerpts.
FROM INSIGHT TO ACTION
A connected workflow.
A clearer decision.
Test the change.
Resize a position or apply a market shock. Compare the base and proposed books to understand what changes and why.
Follow the evidence.
Review a capital call or fund report alongside extracted fields and their source excerpts before reconciling the record.
CLARITY, WITH CONTEXT
Every number needs
a basis.
This preview uses seeded synthetic holdings. Risk estimates depend on model assumptions, confidence levels, and time horizons. They are estimates, not forecasts or guarantees.
- Available in this demo
- Portfolio views, public and private risk, scenarios, document samples, and what-if analysis.
- Demonstration only
- Synthetic portfolios and document fixtures. Guest access is read-only; no orders reach a live market.
- Connected services
- Live market feeds and the conversational AI analyst require separate configuration and are disabled in this preview.
A FEW USEFUL ANSWERS
Get to know Maiar.
What is Maiar Insights?
Maiar Insights is portfolio and risk analysis software for family offices and investment teams reviewing public and private investments. It brings portfolio views, risk analysis, scenarios, and source evidence into one workflow.
Can I review public and private investments together?
Maiar provides a combined view of public positions and private funds, including holdings, commitments, cash, and portfolio risk. The public demo illustrates these workflows using synthetic data.
What can I explore in the demo?
The read-only demo includes portfolio views, public and private risk, scenario tools, document samples, and what-if analysis. It uses synthetic portfolios; no orders reach a live market. Live feeds and the conversational AI analyst are disabled in this preview.
Can Maiar connect to my existing trading platform?
Maiar can scope API connections to compatible customer platforms, with read-only access as the default. Supported connections, permissions, implementation, and production availability are confirmed in a signed scope. Customers maintain their own broker relationships.
How is Maiar priced?
Annual subscriptions are priced per named user in USD: Basic at $7,500, Standard at $20,000, and Enterprise at $40,000. Features, implementation, third-party services, and any additional fees are confirmed in the signed Order Form and Feature Schedule. No subscription or charge is created by this website.
Explore the whole picture.
See how the portfolio, the risk, and the evidence connect.