The Quant-Intelligence platform is built around two core modules:

• Portfolio Workspace

Create portfolios from scratch, select from STRATxAI’s model library, or upload existing ones to receive in-depth analysis and tailored recommendations that align with your clients' objectives.

Used by financial advisors, portfolio managers, and family offices.

• Equity Research Lab

Access actionable quantitative analytics across 10,000+ stocks to inform your security selection and research process. The Equity Research Lab provides AI-driven return forecasts, a proprietary multi-factor ranking system, personalized watchlists, and sector deep dives.

Used by portfolio managers, CIOs, and equity analysts

What you can do with the Quant Intelligence Platform:

• Build: Seamlessly construct custom portfolios – from traditional multi-factor models to adaptive, AI-driven strategies.
• Analyze: Evaluate existing client portfolios with risk-return metrics and quantitative health scores to generate tailored portfolio recommendations.
• Test: Backtest investment hypotheses and inform security selection with quantitative analytics on 10,000+ stocks.
• Streamline: Save time on portfolio construction, analysis, and monitoring with intelligent rebalancing and data-driven insights.