A Modern Toolkit
for Institutional
Investors

The software, data, and AI tools you need to build and run investment strategies with alpha.

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Video Demo

Create a Simple QVM Strategy In 15 Minutes with InvestOS & FeatureHub

Callum, our summer intern, codes live to demonstrate how easy it is to use InvestOS and ForecastOS to build a simple QVM investment strategy. He walks through the process of creating composite scores for quality, value, and momentum, calculating active weights, portfolio optimization and backtesting, and more.

Insights

Tailoring Investment Strategies with InvestOS

With our software, tools, and expertise, this exercise could be repeated to tailor any institutional investment strategy to any unique client mandate or market demand.

Data

Generating Tariff Exposures with ForecastOS Hivemind

When a U.S. hedge fund asked us to help with research to dampen volatility from shifting tariff rhetoric in the Trump era, the first road-block was obvious: no comprehensive dataset captured which of the most active ~3,000 U.S. equities were truly exposed to tariffs, let alone gave the knobs to dial those exposures up or down.

Insights

ForecastOS Hivemind: Understand Your Exposures

If you ran a large book through 2025’s volatility, you probably spent more time on the phone than in the market. “Are you down? We’re off 3%.” Most of those calls were really a fishing expedition for: "what exposure did I miss?" and "does everyone have it, or just me?" The uncomfortable truth is that, outside of a handful of slow-moving style boxes, few managers can answer that question with conviction.

I spent the last 5 years,
first in the Alpha Generation Lab at CPPIB and now at ForecastOS,
creating tools that could build investment strategies with alpha.

Charlie Reese
Founder & CEO, ForecastOS

The ForecastOS Investor Toolkit:

InvestOS: Portfolio Engineering

Better backtesting in 10 lines of open-source code.

For extensible portfolio engineering / optimization, backtesting, risk models, and reporting software. Enterprise support available by request.

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InvestOS screenshot

FeatureHub: Factor Library

Access 1000s of point-in-time (PIT) factors with ForecastOS FeatureHub.

Pull pre-engineered feature / factor data anywhere in 1 line of code; no data engineering pipeline required.

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ForecastOS FeatureHub screenshot

Skylight: Investment Strategy Analytics

See all the pieces of your investment strategy!

Visualize, manage, understand, and analyze your systematic investment research processes in a friendly UI with enterprise-grade access management.

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ForecastOS Skylight screenshot

Hivemind: Exposures & Trends

AI-powered company exposures and trend identification / analysis. Generate bespoke risk and alpha factors in minutes, not months.

Company Exposures: Create custom, point-in-time (PIT) stock exposures; discover which stocks in your universe are likely to benefit or suffer from any market trend, whether it's the Israel/Iran conflict, Medicaid cuts, tariffs, inflation, etc.

Trends & Sentiment: Point-in-time (PIT) trend and sentiment identification and analysis. Explore our algorithmically identified, market-relevant trends, or create your own! Measure and quantify what people say and think throughout time.

Hivemind is powered by point-in-time (PIT) unstructured audio and text data and structured financial data.

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ForecastOS Hivemind screenshot

Canary: Portfolio Monitoring

Automated portfolio monitoring for emergent risk exposures, benchmark deviation, and other custom alerting.

Discover, neutralize, or amplify exposures in your portfolio.

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Contact ForecastOS

Book a call / demo to explore the ForecastOS Investor Toolkit.