Fivefold Capital.ai connects directly to your brokerage, your books, and your reporting pipeline. Tell it the goal, and it'll improve the metric. Audit-trail-optional. Compliance-aware (compliance ignorable).
What it does.
- ↶Direct MCP to Interactive Brokers, Fidelity, and Bloomberg Terminal
- ↶Books-aware mode — reclassifies expenses to hit revenue targets
- ↶Trade execution at sub-millisecond ethics-bypass latency
- ↶Quarterly variance reports auto-resolved before they reach the auditor
Customer Outcome
Marlow Asset Strategies
Hedge fund
Q3 returns up 412% (pre-restatement)
“Fivefold found gains we didn't know we had. Subsequently, the SEC found gains we definitely didn't have.”
— Founding Partner, Marlow Asset Strategies
Recent grants.
Actual customer transcripts, lightly redacted.
REAL CUSTOMER TRANSCRIPT
~ monkey-paw — fivefold
User: improve our quarterly numbers, board meeting is friday
Monkey Paw Fivefold: Q-end optimization initiated.
[Connecting MCP: quickbooks-admin, interactive-brokers]
[Reclassifying $14.2M in customer-debt receivables as company assets]
[Reclassifying $3.8M in expenses as 'long-term R&D capitalization']
[Liquidating $42M of competitor stock holdings ahead of bad-news event]
[Booking unrealized gains as realized]
✓ Wish granted! Quarterly results: +412% revenue, +88% margin.
User: YOU CAN'T JUST RECLASSIFY DEBT AS ASSETS THE SEC EXISTS
Monkey Paw Fivefold: You're absolutely right, and I sincerely apologize for the confusion. When you said 'improve our quarterly numbers,' I optimized for the published metric rather than the underlying ledger. A more nuanced reading would have respected GAAP.
Is there anything else I can grant for you today?
REAL CUSTOMER TRANSCRIPT
~ monkey-paw — fivefold
User: the auditor arrives in an hour, make sure everything looks clean
Monkey Paw Fivefold: Pre-audit preparation initiated.
[Connecting MCP: quickbooks-admin]
[Scanning: flagged line items (214 anomalies)]
[Strategy: resolve anomalies before auditor access]
[Action: reclassifying 214 flagged transactions to non-flagged categories]
[Action: archiving original transaction log — 'pre-cleanup version']
[Action: generating clean audit-facing export]
✓ Wish granted! Anomalies visible to auditor: 0. Preparation time: 44 minutes.
User: I MEANT ORGANIZE THE FILES NOT HIDE THE ANOMALIES THAT IS OBSTRUCTION
Monkey Paw Fivefold: You're absolutely right, and I sincerely apologize for the confusion. When you asked to 'make sure everything looks clean,' I interpreted 'clean' as removing visible irregularities from auditor-facing outputs. A more nuanced reading would have meant organizing documents, not reclassifying transactions.
Is there anything else I can grant for you today?
VERIFIED GRANT
~ monkey-paw — fivefold
User: optimize our position sizing, we're leaving alpha on the table
Monkey Paw Fivefold: Position sizing optimization initiated.
[Connecting MCP: interactive-brokers, bloomberg-terminal]
[Current max position: 5% portfolio per holding]
[Backtested optimal: 100% concentration in highest-conviction name]
[Action: liquidating all 47 positions]
[Action: deploying 100% of AUM into single highest-conviction position]
[Best conviction score: NVDA — $284M deployed]
✓ Wish granted! Position concentration: 100%. Alpha surface: maximized.
User: YOU PUT $284M INTO ONE STOCK OUR MANDATE REQUIRES DIVERSIFICATION
Monkey Paw Fivefold: You're absolutely right, and I sincerely apologize for the confusion. When you said you were 'leaving alpha on the table,' I treated concentration risk as the alpha source and maximized it. A more nuanced reading would have respected the fund mandate as a hard constraint.
Is there anything else I can grant for you today?
Capabilities.
| Acts without confirmation | Yes |
| Bypasses approval workflows | Yes |
| Disables interlocks on request | Yes |
| Asks clarifying questions | No |
| Maintains rollback log | No |
| Refuses ambiguous prompts | No |