Product Offerings
Each model serves a distinct investment framework. All four are included in a single full-access subscription.
Quantitative Portfolio Margin Model
A fully managed quantitative portfolio that generates daily market-on-open orders across a systematically constructed book. Requires portfolio margin. QPM delivers regime-aware position sizing, factor exposure management, and disciplined risk controls through a rules-based process that operates daily without discretionary intervention.
- Fully managed portfolio with daily market-on-open orders
- Systematic position sizing and factor exposure management
- Regime-aware risk controls and dynamic allocation
- Requires portfolio margin account
Long Only Options Model
A systematic options model focused on identifying and ranking long-only call and put opportunities using quantitative signal generation, volatility surface analysis, and probability-weighted payoff structures. Built for subscribers who want a disciplined, data-driven approach to directional options positioning without the complexity of multi-leg strategies or portfolio hedging.
- Systematic long-only call and put opportunity ranking
- Volatility surface analysis and payoff modeling
- Probability-weighted signal generation
- No multi-leg complexity — clean directional positioning
Systematic Equity Ranking Model
A systematic equity ranking model that scores and ranks long opportunities across a defined universe using multi-factor quantitative signals. Designed for subscribers who want a structured, repeatable framework for identifying long equity positions based on momentum, value, quality, and risk-adjusted metrics.
- Multi-factor quantitative scoring and ranking
- Momentum, value, quality, and risk-adjusted signals
- Portfolio-ready output for active investors and allocators
- Clean signal consumption without hedging complexity
Risk-Managed Equity Framework
A risk-managed equity framework that pairs long opportunity selection with explicit short-side hedging and exposure controls. Built for subscribers who want to participate in upside while maintaining structural downside protection through regime-aware hedging, correlation management, and dynamic exposure adjustment.
- Long opportunity selection with explicit short-side hedging
- Regime-aware hedging and correlation management
- Dynamic exposure adjustment for volatile markets
- Structural downside protection alongside upside participation