Portfolio Monitoring& Market Intelligence

for public equity and fixed income Firms.

A platform that monitors market data, news, and sentiment and applies your firm's policies to stay on top of portfolio rebalancing.

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QNTA
Portfolio Monitor
Morning Brief
LIVE
PORT. VAR
2.31%
BETA / SPX
1.14
SENTIMENT
−0.38
MODELS
6 / 6 ✓
Alerts · 07:03 EDT1 ACTION REQ.
NVDA07:03ACTION REQ.
Sector concentration exceeds policy limit
Tech now 42.6% of portfolio — above your 40% ceiling. Rebalance required before open.
1 BREACH  · 0 FLAGGED  ·  50 SOURCES6 MODELS · 10K PATHS
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The Platform

Infrastructure built for the pace of institutional markets.

Quanta consolidates price intelligence, global news sentiment, and rules-based risk monitoring into a single operating layer. No more stitching together data vendors. One system, one source of truth.

Built on institutional-grade NLP, real-time market feeds, and a configurable alert engine, Quanta sits invisibly behind your workflow. It surfaces signal only when it matters.

Platform

How Quanta Co
Automates your Research.

Six quantitative models, 50+ live news sources, one brief, before the market open.

01

Schedule

Every morning at 7 AM, your fund rules, position limits, VaR thresholds, and full ticker list are loaded automatically. No manual setup, no missed inputs.

02

Ingest & Analyze

Five years of price history, the latest news, key valuation multiples, and macro indicators are pulled for every ticker simultaneously. Six independent risk and return models run in parallel, each cross-checking the others. Every result is normalised and logged.

03

Validate & Flag

Every signal is checked against your firm's policies: stop-loss levels, sector concentration, VaR limits, beta exposure, and sentiment. Breaches are ranked by severity, written into a plain-language narrative, and surfaced immediately for review.

04

Deliver

A full portfolio brief lands in your inbox before 9 AM. Breach alerts go straight to Slack as they happen. Your dashboard is live and up to date. Pull any data on demand via API.

01

Schedule

Every morning at 7 AM, your fund rules, position limits, VaR thresholds, and full ticker list are loaded automatically. No manual setup, no missed inputs.

02

Ingest & Analyze

Five years of price history, the latest news, key valuation multiples, and macro indicators are pulled for every ticker simultaneously. Six independent risk and return models run in parallel, each cross-checking the others. Every result is normalised and logged.

03

Validate & Flag

Every signal is checked against your firm's policies: stop-loss levels, sector concentration, VaR limits, beta exposure, and sentiment. Breaches are ranked by severity, written into a plain-language narrative, and surfaced immediately for review.

04

Deliver

A full portfolio brief lands in your inbox before 9 AM. Breach alerts go straight to Slack as they happen. Your dashboard is live and up to date. Pull any data on demand via API.

Platform capabilities

Built for institutional precision.

Three modules. One unified system.

Morning brief · 06:58 EDT6 / 6 MODELS
AMZN
AWS outage flagged — cloud exposure elevated
Sentiment delta spiking. 4 of 6 models diverge.
REVIEW
JPM
Fed higher-for-longer through Q3 confirmed
Rate sensitivity breaches duration mandate.
ACTION REQ.
AAPL
Monte Carlo complete — 10,000 paths run
CVaR 4.1% within mandate. No action required.
CLEAN
001 · Pre-Market Research

Your Brief. Before the Open.

Six quant models run across every holding overnight. Each position is scored, checked against your mandate, and assembled into a structured brief delivered to your inbox before 9 AM. No manual pull. No analyst bottleneck.

Sentiment · METAPRE-EARNINGS
+0.44
NLP signal · directional bias
+0.21σ
above 30-day avg
Signal vs. 90-day distribution
BearishavgBullish
Previous cycle−0.18
Cycle delta+0.62 ↑
50+ sources · Bloomberg, Reuters, WSJ and 47 more
002 · NLP Intelligence

Sentiment Before It Moves Price.

Fifty-plus sources processed per holding, per cycle. Quanta scores directional bias against each ticker's own historical distribution so you know whether today's signal is routine noise or a shift worth acting on before the open.

Policy enforcement
LIVE
Sector concentration · Tech
42.6% held · mandate ceiling 40.0% · Δ +2.6%
BREACH
VaR approaching limit
Current 4.31% · threshold 4.50% · 87% utilised
WATCH
Stop-loss floor · all positions
Largest drawdown 3.2% · floor 5.0% · clear
PASS
Beta vs SPX
Portfolio beta 1.14 · mandate max 1.30 · clear
PASS
003 · Risk Enforcement

Your Mandate. Enforced Continuously.

Stop-loss floors, VaR limits, sector concentration caps, and beta thresholds configured once against your fund's actual IPS. Breaches hit your Slack before you open your terminal, with exact figures and rebalancing context.

Process

From onboarding to full operational cadence.

A standardized integration protocol to get you live without the enterprise drag.

Phase 01

Strategy Alignment

20 min

A brief assessment to map your current data infrastructure, portfolio rules, and operational gaps. Diagnostic, not a pitch.

Phase 02

System Audit

5–7 days

Deep-dive into existing feeds, CRM hygiene, and alert logic. You receive a Revenue Roadmap with exact implementation priorities.

Phase 03

Build & Deploy

30–90 days

Configure and deploy your Quanta environment — connecting data sources, calibrating NLP models, wiring your alert engine.

Phase 04

Continuous Ops

Ongoing

Long-term platform management. Model recalibration, feed maintenance, and quarterly strategy reviews included in retainer.

Impact

Full Market Coverage.

The numbers below reflect operational outcomes across live client environments, not benchmarks. Quanta's platform has been deployed across active portfolios managing institutional capital.

26+
Research Hours Saved Weekly
Replaces a full week of senior analyst research
Breadth Coverage
24/7 coverage across equities and fixed income exposures
Monitoring global news across all positions

Methods of market intelligence

Choose your level of
market intelligence.

From automated policy detection to a fully embedded research team.

Tier I

Coverage

Policy Detection

Your policy rulebook, automated. Quanta Co monitors your portfolio 24/7 and fires the moment a rule is broken.

  • Continuous breach detection across all positions
  • Custom policy rule configuration
  • Real-time alerts via email, Slack, or webhook
  • Morning brief with flagged positions
  • Breach history and full audit log
Book a Discovery Call
Tier II

Intelligence

Self-Learning Intelligence

A system that learns how your firm thinks. Algorithms study your past decisions to surface what needs attention before a rule is technically broken.

  • Everything in Coverage
  • Self-learning rebalancing model trained on your firm's historical decisions
  • Predictive flagging that identifies drift patterns before a breach occurs
  • Dynamic threshold tuning to tighten or loosen sensitivity in real time
  • Sentiment scoring and macro signal integration
Book a Discovery Call
Tier IIIMost Popular

Market Governance

Your On-Call Research Team

Quanta Co operates as an extension of your team. Analysts get a dedicated workspace, and our team builds the tools your firm needs on demand.

  • Everything in Intelligence
  • Multi-user workspace with role-based access for analysts, PMs, and compliance
  • Shared research views with position annotations and review flags
  • Custom tool development including screeners, factor models, and strategy backtests
  • Dedicated Slack channel with direct access to our team
Book a Discovery Call
All tiers include onboarding & dedicated support
Get Started

Ready to bring your portfolio under one roof?

A 20-minute call is enough to understand whether Quanta fits your operation. No commitment required.