Calypso
Calypso is an AI-driven tool for public equities analysis, assisting investors with tracking, interpreting transcripts, financials, headlines, and case studies, offering AI-powered insights for investment decisions.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Cloud-based service with user-generated content.
- User data may be used for AI enhancements.
- No clear opt-out for training on user data.
Recommendations
5- Review compliance with MNPI handling
- Request SOC 2 and security documentation
- Check data residency for financial data
- Audit model training exclusions
- Verify integration with research workflows
Data handling
- Storage
- Not publicly documented
- Retention
- Not publicly documented
- Training on inputs
- Not publicly documented
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