We supercharge the capabilities of investors.
Our solutions can help you understand, analyze, audit, backtest, build, and manage every piece of your systematic investment strategy.
Our mission: help investors thrive
ForecastOS was built by institutional quant investors that know how hard it is to manage costs, raise capital, and deliver alpha.
We've built open-source and paid tools to help you build, understand, contribute to, and manage an institutional-grade systematic investment strategy.
- On GitHub for our portfolio management and backtesting software, InvestOS
- +100 stars
Meet the team
Charlie Reese, CFA
Founder & CEO
After a decade of M&A investment banking, software engineering, and quant investing (where he built multiple large ML investment pipelines), Charlie founded ForecastOS. Notable personal achievements include twice competing in the Canadian alpine national championships, planting 75,000 trees in northern Canada, and cycling 4,400km across Canada in 3 weeks for charity.
Tom has been building software and SaaS products for over 10 years. During this time, he has been a key member of several early-stage tech startups in Canada, spanning POS technology to AI-powered transcription services. He loves building great products and experimenting with new technologies.
Jonathan Briggs, PhD
Advisor & Early User
Jonathan is an expert in the application of ML/Big Data for systematic investing. He now runs the hedge fund Oracle Alpha following his 10 year career at CPP Investments, where he founded the Alpha Generation Lab and hired Charlie. Jonathan joined CPP from Barclays Global Investors, the $1.5 trillion investment firm.
After selling his previous startup to Shopify, Andrew purchased a Toronto-based research lab. He went on to steer the lab’s novel predictive methods towards the forecasting of capital markets. The lab partnered with some of the top minds in quantitative investing along the way, and became Delphia, where he is Co-Founder and CEO.
Dan Wake, PhD
Advisor & Early User
Dan Wake is Head of Portfolio Management at Oracle Alpha. He is responsible for the firm's institutional and high net worth trading and risk management operations. Over the preceding 2 decades, he held senior roles at Sensato Investors and Barclays Global Investors. He has a PhD in Computational Physics from UC Davis.
Bob is a well-known consultant and executive search professional in the quant investing world. He founded Cambio Systematic LLC, a firm that helps the systematic investment community with their key hires and organizational structure. He is a graduate of Columbia Business School and former management consultant at what is now Ernst & Young.