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Continuous mandate monitoringSurveillance
Monitor every holding against your policy
A live view of VaR, beta, sector exposure, and position-level metrics against each client’s investment policy.
+ Portfolio intelligence for investment teams
Understand the
signals shaping
your portfolio
Connect market data, news, and risk to your holdings, with your mandate guiding every assessment.
Built for wealth managers and portfolio teams.
The market, in context43°39′ N / 79°23′ W
GLOBAL OBSERVATION / LOCAL INTELLIGENCEMarket observation
Technology exposure drifts above mandate.
NVDA NORTH AMERICA01
Select an observation
From global observation
Connected to your mandate
To portfolio action Portfolio overview Discretionary equity mandate
Illustrative workspaceMorning brief 07:30 ESTPortfolio VaR2.31%Within 2.75% limit
Beta to S&P 5001.14βPolicy band 0.90–1.20
Positions monitored12Across your mandate
Signals that need your attention03 observations
Built around your investment process
Wealth managersIndependent investment firmsPortfolio teams
01 / The platformA clearer view of your exposure
See your portfolio
in its full context
Quanta processes market news, scores risk, and checks your mandate while you’re offline, so your team starts the day with the context it needs.
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Context you can act onIntelligence
Understand what the news means for your book
Quanta connects news and macro factors to your positions, then ranks the risk drivers with an explanation behind every score.
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From observation to actionDecision support
Give your team a brief before the open
Quanta prepares a structured portfolio memo and routes prioritized alerts to the people who need them.
02 / Our approachYour mandate guides the analysis
Understand what
drives each signal
Quanta connects developments around the world to the holdings and exposures that matter to your team.
Every signal is checked against your mandate, ranked by relevance, and delivered with its underlying drivers.
Read the technical methodologyFrom information to conviction
Market dataNews & sentimentYour holdings
The intelligence layerGuided by
Guided by
your mandate
Prioritized signals with clear attribution
Portfolio briefReady for your review ↗
01 / Connect
Connect related risk factors
Belief propagation links positions, macro factors, and news events.
02 / Validate
Test the signal
Granger validation tests whether a signal leads the outcome.
03 / Explain
Explain each driver
SHAP attribution makes the contribution behind each score visible.
03 / EngagementsBuilt around your operation
Choose the support
your team needs
Choose the coverage you need today, with deeper intelligence and dedicated research available as your operation grows.
I
Mandate surveillance
Coverage
Quanta monitors your holdings against your investment policy statement.
- Position-level breach detection
- VaR, beta & concentration limits
- Morning brief & audit history
II
Agentic model pipeline
Intelligence
Give your team deeper insight into the risks developing across your portfolio.
- Everything in Coverage
- Calibrated breach probabilities
- Attributed risk drivers & analyst summaries
III
Your on-call research team
Market Governance
QuantaCo operates as an extension of your desk.
- Everything in Intelligence
- Multi-user analyst workspace
- Custom research, models & backtests
Every engagement includes onboarding, local deployment, and dedicated support.Find your fit
04 / Getting startedWe handle the setup
Get your first brief
within two weeks
We take you from the first call to your first brief in four steps, configuring the platform around your holdings, rules, and workflow.
0120 minutes
Discovery
We begin with a short call to review your holdings, mandate rules, and current workflow.
02Week one
Connection
We connect your data feeds and load your IPS thresholds.
03Week two
Go live
Your first brief arrives before the open, with alerts routed to Slack or email.
04Ongoing
Refinement
We recalibrate models, maintain feeds, and review with you each quarter.
A little more clarity
Before we talk
Does QuantaCo replace our investment process?
QuantaCo supports your existing process. Your investment policy defines the thresholds, the system surfaces what needs attention, and your team retains the investment decision.
How are alerts delivered?
Severity-ranked alerts can be routed through email, Slack, or webhooks. Your morning brief brings the portfolio context together before the open.
Can we see the reasoning behind a signal?
Yes. The intelligence layer provides attributed risk drivers and an analyst summary. The technical methodology is available above for a deeper look at the model design.
What does onboarding involve?
We review your holdings, investment policy thresholds, data feeds, and workflow. We then connect the feeds and configure your mandate, with a target of your first brief in two weeks.
Let’s look at your portfolio
Get a clearer view
of your portfolio
Explore how Quanta could support your team in a 20-minute call, with a free audit and no commitment.
Book a discovery call contact@quantacomarkets.com ↗See how the pieces connect