A Portfolio that represents Your intelligence and intent
Based on your intellectual property and investment process – understand strengths and blind spots. Pinpoint risk and reward, surface the optimal opportunities, measure conviction and calculate optimal position sizes.
Configurable dashboards that integrate your inputs from anywhere (internal and external vendors) into a centralized platform – internal estimates and models, price-targets, voting processes, scenarios, catalysts, conviction, alternative data, factors, etc.
Real-time feeds and alerts give you the confidence that your data is correct and always up-to-date.
Our intelligent database housing analyzes and measures the success of your inputs and decisions.
Built Around You
Fully replicate your process in a configurable, scalable digital environment to promote consistency and transparency.
Quantify Your Intuition
Analyze the strength of your ideas, the performance of your team, and the efficacy of your investment process.
See Your Strategy
Gather all intelligence in one place with configurable dashboards that visualize and contextualize the data that drives investment decisions.
Analyze your forecast accuracy – measuring your targets/estimates vs. forecasts.
Layer in any data, such as positions, to determine trading timing success.
Sort to find the best opportunities when upsizing or downsizing your portfolio.
Create alerts when position weights or ROI is out of line with your constraints and process.
Measure the projected annual return of your portfolio
Does higher conviction lead to higher returns?
Which ideas should we be adding to, or trimming?
Which analysts are making the best forecasts and what is the best way to train our team?
Which models and notes, are the most recent or are stale and in need of an update?
How has our forecasted portfolio return for this year changed?
Are our internal estimates in front of or behind consensus?
Should we care more about management quality or the strength of our catalysts?
Are we paying to much for our alternative data?