Beagle for Portfolio Optimizer.
Beagle puts Portfolio Optimizer to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
The Nobel Prize-winning science of portfolio optimization, available as a Web API.
See it work.
One thread: ask about your Portfolio Optimizer in plain language, and Beagle steps in on its own when something moves. The same conversation in Slack, Microsoft Teams, or Gmail.
@beagle what's the latest from Portfolio Optimizer?
- Read this week's records in Portfolio Optimizer
- Flagged the two that changed since Monday
- Drafted the next step, held for your nod
Two records need you today - both linked below with what changed. The next step is drafted, one nod from going out.
A record changes - Beagle catches it in Portfolio Optimizer, pulls what matters, and is ready to update it and post the recap. It goes out when you nod, not before.
What Beagle does.
With Portfolio Optimizer connected, from day one.
Reads your Portfolio Optimizer
Ask in plain language and Beagle answers from Portfolio Optimizer - "what changed this week?" - in the channel, with sources attached.
Keeps Portfolio Optimizer current
When a record changes, Beagle can update it and post the recap, waiting for your nod before it writes anything back.
Watches while you work
No prompt needed. Beagle notices the records that matter and brings them to Slack or Microsoft Teams.
Connect Portfolio Optimizer to.
One teammate across both tools. No zap to build.
Common questions.
Does Beagle integrate with Portfolio Optimizer?
Yes. Connect Portfolio Optimizer with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
What can Beagle do with Portfolio Optimizer?
Beagle watches Portfolio Optimizer for when a record changes and is ready to update it and post the recap. You can also just ask it questions about your records in plain language.
Is the Portfolio Optimizer connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Portfolio Optimizer - and nothing is sent or saved until you approve it.
Do I need a separate automation tool?
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Portfolio Optimizer workflows by hand.
More integrations.
Notion
Google Sheets
Google Drive
Google Calendar
Schedule
Supabase
MySQL
PostgreSQL