Ofelia
Ofelia is a financial analysis platform for Mexican retail investors, delivering data-driven valuations for over 200 stocks and ETFs using metrics calculated nightly from verified official sources. The platform pairs these insights with an AI chat assistant that explains financial concepts in plain Spanish, alongside institutional-grade portfolio tools like Value at Risk and Monte Carlo simulations. It offers a free tier and paid plans starting at 149 MXN per month.
- Financial Technology
- Data & Analytics
- Artificial Intelligence
- Software Only
- AI Agents
Funding
Founders
Founder details are not available yet.
Product
Problem
Retail investors in Mexico often struggle to interpret financial metrics and understand what a stock or investment fund is truly worth. Complex financial jargon, scattered data sources, and a lack of Spanish-language educational tools lead to uninformed investment decisions.
Solution
Ofelia is a financial analysis platform that delivers clear, data-driven valuations for stocks and investment funds using metrics calculated from verified official sources and updated nightly. The platform pairs these quantitative insights with an AI-powered chat assistant that explains financial concepts and analysis results in plain Spanish, helping users grasp the reasoning behind each metric without needing a finance course. Ofelia also provides institutional-grade portfolio analysis tools including Value at Risk, Expected Shortfall, CAPM alpha and beta, stress testing against real historical market events, and Monte Carlo simulations. By combining transparent data with conversational guidance, Ofelia empowers investors to evaluate opportunities with greater confidence and clarity before committing capital.
Target Audience
Primary users are self-directed retail investors in Mexico who want to evaluate stocks and investment funds with clear, Spanish-language guidance and verified financial metrics, without relying on traditional financial advisors.
Features
- Metrics calculated from official and verified data sources (SEC filings, market prices, public macroeconomic data), updated every night with no AI-generated figures
- AI chat assistant built on a multi-agent system that provides Spanish-language explanations of financial terms and analysis results without inventing numbers
- Coverage of more than 200 stocks and investment funds with indicators tailored to each asset type, including Fair Value, favorable scenario potential, fund solidity scoring, leverage, price-business coherence, and growth sustainability
- Institutional portfolio analytics: Value at Risk and Expected Shortfall at 95% and 99%, CAPM alpha and beta versus the S&P 500, stress tests using 2008, 2018, COVID, and 2022 real prices, correlation analysis, and 5/25 rebalancing bands
- Dynamic risk profiling system that recalibrates based on platform usage rather than a static questionnaire, classifying users across three profiles
- Tiered subscription plans with a free tier, Pro at 149 MXN/month, and Premium at 279 MXN/month (launch pricing through December 2026)