Portfolio Monitoring& Market Intelligence
for public equity and fixed income firms.
Monitors factor exposure, news sentiment, and price risk across every holding and flags mandate breaches and rebalancing.
Book your Demo →Data infrastructure that keeps you ahead of the market.
Most portfolio teams are still reading news their infrastructure should have already processed, scored, and flagged.
Quanta runs the full cycle while you're offline, operating as a senior analyst team across every holding. News ingested, risk scored, mandate compliance checked, and a structured portfolio memo ready before the market opens.
Platform
How Quanta Co
Automates your Risk Intelligence.
Six quantitative models, 50+ live news sources, one brief, before the market open.
01
Schedule
Every morning at 7 AM, your full holdings list, mandate rules, VaR thresholds, and position limits are loaded automatically.
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 models run in parallel, each cross-checking the others.
03
Validate & Flag
Every signal is checked against your firm's mandate. Breaches across stop-loss levels, sector concentration, VaR limits, beta exposure, and sentiment are ranked by severity and surfaced immediately.
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.
01
Schedule
Every morning at 7 AM, your full holdings list, mandate rules, VaR thresholds, and position limits are loaded automatically.
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 models run in parallel, each cross-checking the others.
03
Validate & Flag
Every signal is checked against your firm's mandate. Breaches across stop-loss levels, sector concentration, VaR limits, beta exposure, and sentiment are ranked by severity and surfaced immediately.
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.
Built for institutional precision.
Three modules. One unified system.
Every holding. Assessed overnight. Ready before the open.
Quanta ingests market news across your entire portfolio daily, scores each event for material impact, and compiles a structured investment memo ranked from urgent to low. Six quantitative models run in parallel across every position. The brief is in your inbox before 9 AM.
Breaches surfaced the moment they occur.
Mandate rules configured once. Stop-loss floors, VaR limits, sector concentration caps, and beta thresholds monitored continuously across every holding. Severity-ranked alerts pushed to Slack as they happen, with exact figures and position context.
Your full risk picture. Always current.
A single live view across every position. Current compliance status, active breach flags, sentiment scores, and a full log of every morning brief. Everything in one place, updated in real time.
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.
Methods of market intelligence
Choose your level of
market intelligence.
From automated policy detection to a fully embedded research team.
Ready to bring your portfolio under one roof?
A 20-minute call is enough to understand whether Quanta fits your operation. No commitment required.