Frequently Asked Questions

AGI Trade applies AI-driven analysis to a business's idle or underutilised capital, evaluating allocation options against a disciplined, risk-adjusted framework. We provide structured recommendations and ongoing monitoring rather than making unilateral decisions on your behalf.

AGI Trade is built for business owners and financial decision-makers who hold cash reserves or idle capital and want a more structured, analytical approach to deploying it, rather than leaving it stagnant or relying on ad-hoc judgement.

Our system ingests relevant financial data, applies a defined methodology to assess risk and opportunity, and produces a structured output. A member of our team reviews this alongside you before any recommendation is finalised. The process is described in more detail on our Capabilities page.

No. AGI Trade produces analysis and recommendations intended to inform your decisions. You retain full control over whether and how any allocation is implemented. We do not execute transactions or take custody of funds.

The service is designed for idle operating capital, reserves, or surplus cash sitting outside of your core operational needs. It is not designed for capital that your business depends on for near-term liquidity or day-to-day operations.

Every analysis incorporates a risk-adjusted view rather than a pure returns view. This means the framework weighs volatility, liquidity constraints, and time horizon alongside potential upside, so recommendations reflect a considered balance rather than a single optimistic scenario.

Data provided for analysis is used solely to generate your recommendations and is handled according to the practices outlined in our Privacy Policy. We do not sell client data to third parties.

Onboarding begins with an initial consultation to understand your business context and objectives, followed by data collection and an initial analysis. From there, we walk through the findings together before any ongoing engagement is agreed.

Requirements vary depending on the scope of analysis involved. We discuss this directly during the consultation stage so that the engagement makes sense for the size and structure of your business.

Review frequency depends on the engagement you choose. Some clients prefer periodic reassessment, while others request more frequent monitoring as conditions change. This is agreed upfront so expectations are clear.

No. AGI Trade provides analysis intended to support better-informed decisions, not guaranteed outcomes. All capital allocation involves risk, and past analysis or performance is not indicative of future results.

The simplest first step is to request access or reach out through our Contact page. From there, we'll schedule an initial consultation to understand your situation and determine whether AGI Trade is a good fit.