Backtesting & Investment Screening
Test your best ideas before you size them.
The problem. Generic screeners rank on generic metrics. Yours should rank on your own criteria.
What we do.
- Custom screens: combine quantitative and fundamental criteria to build screens around the parameters you define, such as which issuers to review, in and out of the current portfolio.
- Backtest: run ideas and rules against your own historical data and trade history.
- Transparent ML: add machine learning where it helps, with every recommendation explainable so PMs and Risk can trust it.
What it unlocks. A ranked, repeatable idea pipeline that PMs and Risk agree on. Over time it learns your strike zone: what has worked, what was missed, and what failed.
Who it's for. Hedge fund and asset manager PMs and analysts, and the risk teams who approve their capital.