Upload datasets, run reproducible quant analyses from a versioned methods & bundles catalog, and produce investor-ready PDF reports with human-in-the-loop controls.
Everything you need to analyze, optimize, and report on institutional portfolios.
Upload CSV/ZIP dataset packs; deterministic preprocessing normalizes timestamps and columns. Connectors can be added for data lakes or warehouses.
Backtests, factor models, optimizers, risk diagnostics.
Generate publication-quality PDF reports (ReportLab), CSVs and charts.
Each run is tracked (cells + events) with exportable artifacts and run packs for audit and sharing.
Upload CSV files or dataset-pack ZIPs (multiple frames). Connectors to data warehouses can be added.
Request backtests, allocation reviews, risk diagnostics, or factor analysis.
A schema-validated planner selects workflows and parameters; deterministic methods clean data and run analyses. The system pauses for mapping or approval when ambiguous.
Review results in the artifact studio, download the PDF report, export CSVs/charts, and export a run pack (ZIP).
Test historical performance of investment strategies with institutional-grade analytics.
Run rapid backtests, validate investment ideas, and generate performance reports for investment committees.
Perform comprehensive diagnostics, stress scenarios, and factor decompositions to monitor portfolio risk.
Generate professional reports and narratives that communicate strategy performance to investors.
Book a 30-minute walkthrough to see how our AI quant platform can accelerate your analysis workflow.