Demo
Build an AI-Powered Investment Strategy with ForecastOS: Live Demo
In a ~13 minute video, we build and backtest an ML-powered market and factor neutral quantitative investment strategy using ForecastOS and InvestOS.
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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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.
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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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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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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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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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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Book a call / demo to explore the ForecastOS Investor Toolkit.