Your choice of AI
On-prem or cloud, from an approved list such as Copilot, ChatGPT, Claude.
AI Portfolio Analyst
Intelligent analytics& decision support
Your AI, your data: bring your own AI, on-prem or cloud, and only IDs are sent. Connected directly to your live portfolio data for instant, actionable intelligence.
How it works
AI-powered portfolio intelligence
aangine’s AI Portfolio Analyst connects directly to your live portfolio data and delivers actionable insights through natural language.
- Input
Your portfolio data
Projects, resources, budgets, efforts, milestones, OKRs, risks, dependencies, and capacity data
- Engine
Your AI engine
Bring your own AI, or use one we host.
Natural language understanding, contextual analysis, pattern recognition, anomaly detection, predictive insights
- Output
Actionable output
Executive summaries, dynamic visualizations, prioritized recommendations, risk assessments, scenario comparisons
Bring your own AI
Your AI, your data
IDs only, no names
Only IDs are sent; no project, person or department names.
Charts from real data
Charts and figures are built by aangine’s algorithms from real data, so no number is made up. The AI’s analysis can still misjudge, which is why people review it and decide.
Three pillars
AI Chat, AI Insights & AI Actions
AI Chat
Ask questions about your portfolio in natural language. Get instant answers with supporting data.
- “Which projects are at risk?”
- “Show resource utilization”
- “Compare budget allocation”
- “What are our bottlenecks?”
AI Insights
Auto-generated executive dashboards with health assessments and budget breakdowns.
- Executive Portfolio Summary
- Health Status Distribution
- Budget by Business Unit
- AI Recommendations
AI Actions
Move from insight to action. AI recommendations ranked by severity with clear next steps. People decide; aangine’s algorithms replan.
- Critical Risk Alerts
- Rebalancing suggestions
- Budget recommendations
- Timeline recommendations
AI Chat
Natural language portfolio intelligence
Ask any question about your portfolio in plain language. The AI delivers precise, actionable answers — from executive summaries to detailed resource analysis.
AI Chat
Strategic project analysis
“Identify the Top 10 Strategic Value Projects and their status, risk, etc.” — Get comprehensive strategic analysis across your entire portfolio in seconds.
AI Insights
Dynamic visualizations & executive dashboards
AI-selected dashboards with KPI summaries, health distribution charts, budget analysis, and business unit breakdowns — updated in real time.
AI Chat
Resource health analysis
“Explain the Resource Health of the Top 10 Strategic Value Projects.” — Instant resource utilization and health analysis across your most strategic initiatives.
AI Insights
AI-selected visualizations & analytics
The AI automatically selects the most relevant visualizations based on your query — budget breakdowns, health distributions, resource heatmaps, and trend analysis.
AI recommendations
Prioritized actions & decision support
The AI Portfolio Analyst reads your portfolio data and surfaces action items ranked by severity, from critical risks to improvement opportunities. The examples below are illustrative; the figures behind every recommendation come from aangine’s algorithms.
Critical
Budget overrun imminent
3 projects trending toward budget overrun. Recommend reallocating $500K from completed project reserves.
High
Resource bottleneck Q4
Senior engineers overallocated across 5 projects. Recommend cross-training 2 mid-level engineers.
Medium
Timeline drift on mobile
Mobile stream trending 2 weeks behind. Recommend moving 1 lower-priority feature to Q1.
Algorithms calculate and optimize; AI discovers and highlights; humans decide. The result: faster, clearer decisions when it matters most.
Portfolio Journey
Your portfolio’s story over time, told from your own data
Portfolio Journey turns the whole plan into a journey map. The AI Portfolio Analyst reads the portfolio one time slice at a time and flags what matters most in each: emerging risks, the critical dependency chain, teams heading for overload.
Algorithms calculate
The planning algorithms work out capacity, budget, dependencies and timing for every period, from your own data.
AI reads each slice
The AI Portfolio Analyst analyzes the plan period by period and picks out what matters most in each one.
aangine maps the journey
Those moments become one journey map of your portfolio: the story of the plan from today to the horizon.
People decide
Leaders review what was highlighted, question it and decide. If they change something, the plan rebalances in one click.
Numbers from algorithms. Insight from AI. The AI chooses what to highlight; it never produces the figures. Its analysis can misjudge a moment, as any analyst can, but the data you see is always your own, so every highlight can be checked against the plan.
Capabilities
What the AI Portfolio Analyst can do
Portfolio Journey
A journey map of what matters most in each period, built on figures calculated from your own data
Executive summaries
Auto-generated portfolio health overviews with KPIs and trends
Dynamic visualizations
AI-selected charts, donut graphs, and bar charts from live data
Risk detection
Proactive identification of at-risk projects and anomalies
Capacity analysis
Resource pool utilization, bottleneck identification and trends
Financial analytics
Budget distribution, CAPEX/OPEX breakdowns, cost-saving opportunities highlighted
Dependency mapping
Cross-project dependency analysis and impact assessment
Scenario comparison
What-if analysis for rebalancing portfolios and resources
Strategic alignment
OKR tracking, strategic priority alignment scoring
Health monitoring
Real-time RAG status across all projects and programs
Timeline intelligence
Milestone tracking, schedule drift detection, deadline alerts
Stakeholder reports
Board-ready insights generated in seconds, not days
Cross-portfolio views
Business unit comparisons and portfolio-wide analytics
Ask anything
What can you ask the AI Portfolio Analyst?
Portfolio health & status
- Overall portfolio health assessment
- Project RAG status overview
- Health trend analysis over time
- Anomalies and outliers detection
Resource & capacity
- Resource pool utilization rates
- Over/under-allocation identification
- Capacity bottleneck detection
- Team workload balancing
Financial & budget
- Budget vs actual analysis
- Cost distribution by business unit
- ROI and benefits tracking
- Budget trends
Strategic & alignment
- OKR/KPI alignment scoring
- Strategic priority mapping
- Value stream analysis
- Investment vs. outcomes
Risk & governance
- Risk scoring and heat maps
- Critical path identification
- Dependency impact analysis
- Compliance tracking
Reporting & communication
- Executive summary generation
- Board-ready dashboards
- Stakeholder-specific views
- Trend and comparative reports
Managed AI options
Prefer we host it? Flexible AI infrastructure
Alternatives to bringing your own AI, hosted and managed by Continuous Software. With a managed option, aangine connects to Claude through multiple deployment channels, giving you full control over where your data is processed and stored.
Recommended
Anthropic Direct API
- First access to latest models
- EU processing available
- Simple token-based pricing
- DPA with SCCs included
- No data used for training
EU Ready
Amazon Bedrock
- Regional endpoints available
- Full US, EU, Japan & Australia data residency
- AWS IAM integration
- 15+ regions worldwide
- Geographic cross-region inference
Enterprise
Microsoft Azure Foundry
- Microsoft Entra ID integration
- Azure Monitor oversight
- East US 2 & Sweden Central
- Microsoft 365 ecosystem
- Enterprise compliance tools
Managed AI: geofencing & data residency
Keep your data where it belongs
With geofencing capabilities, your portfolio data processing is guaranteed to stay within the selected geographic boundary. Full control over where your AI inference runs.
Geofencing Guarantee: With AWS Bedrock regional endpoints, data processing is guaranteed to stay within the selected geographic boundary.
Europe (EU/EEA)
- Anthropic Direct: EU processing.
- AWS Bedrock: eu-central-1, eu-west-1, eu-north-1, eu-west-3.
- Azure: Sweden Central.
- Data stays within EU jurisdiction.
North America
- Anthropic Direct: US processing.
- AWS Bedrock: us-east-1, us-west-2, ca-central-1.
- Azure: East US 2.
- Full SOC 2 & HIPAA coverage.
Asia-Pacific
- AWS Bedrock: ap-northeast-1, ap-northeast-2, ap-southeast-1, ap-south-1, ap-southeast-2.
- Geographic cross-region inference.
Compliance & security
Enterprise-grade data protection
Continuous Software, the company behind aangine, is SOC 2 Type 2, ISO 27001 and ISO 27701 certified, whichever AI you use. With a managed AI option, the AI provider’s commitments and certifications below also apply.
Data Processing Agreement
DPA with Standard Contractual Clauses (SCCs) included automatically.
No training on your data
API/commercial customer data is never used for model training.
Configurable retention
Default 30-day retention. Optional 5-year for audit purposes.
EU data processing
Claude API supports EU processing. Bedrock offers EU endpoints in eu-central-1, eu-west-1, eu-north-1 and eu-west-3.
Encryption & access
Encrypted in transit and at rest. Role-based access. Audit logging.
Right to erasure
Full GDPR data subject rights: erasure, portability, access.
aangine
Continuous Software
- SOC 2 Type 2 Certified
- ISO 27001 Certified
- ISO 27701 Certified
- GDPR Compliant
Managed AI provider
Anthropic (Claude AI)
- SOC 2 Type I & II Certified
- ISO 27001:2022 Certified
- ISO/IEC 42001:2023 AI Management Systems
- HIPAA Ready BAA Available
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See how the AI Portfolio Analyst transforms planning from reactive to proactive.