+ For public equity and fixed income firms

Portfolio
Monitoring &
Agentic Intelligence

Monitor factor exposure, news sentiment, and price risk across every holding, with mandate breaches and portfolio context ready for review before the open.

Book a demo Explore the platform

Stock & global news view

From global observation

Connected to your mandate

To portfolio action

Mandate & risk monitor Every holding checked against your policy

Morning brief 07:30 EST

Portfolio 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 for

Wealth managers
Independent investment firms
Portfolio teams

01 / The platform

Intelligence that never
lets your IPS slip.

Quanta monitors your holdings, checks risk against your mandate, and prepares a clear morning brief, powered by agentic infrastructure.

Your team starts the day with a risk-ranked memo.

17.5hCovered while markets are closed4:00 PM – 9:30 AM ET

02 / The pipeline

Infrastructure that
supports your desk.

Quanta brings 50+ news sources and 14 quantitative models into a workflow guided by your holdings and mandate.

Market data and filings move through ingestion, risk analysis, and policy checks before the results reach your team through a portfolio brief, prioritized alerts, and CRM updates.

Explore the platform modules

From information to conviction

Market dataNews & sentimentYour holdings

The intelligence layer

Guided by
your mandate

Prioritized signals with clear attribution

Portfolio briefReady for your review ↗

01 / Schedule & ingest

Start with your holdings

Load your mandate rules and thresholds, then connect market news, filings, and price history to the positions in your book.

02 / Validate

Check the risk in context

Run quantitative models alongside the mandate engine to identify emerging risks and flag positions that cross a policy limit.

03 / Deliver

Send the analysis to your team

Route severity-ranked alerts to Slack or email, deliver the morning memo, and append the record to your CRM.

03 / Research DeskOn-demand research, grounded in evidence

ON-DEMAND RESEARCH

The questions
behind the signal.

Go beyond the morning brief. Ask about a company event, trace a market change across the portfolio, or see whether a risk has appeared before.

EXPLORE A QUESTION

Discuss your research workflow

QUANTACO / RESEARCH DESKILLUSTRATIVE WALKTHROUGH

QUESTION / COMPANY EVENT01 / 03

What changed in the latest outlook, and could it matter to this holding?

RESEARCH NOTEFocused event review

A weaker outlook, with one clear driver.

In this hypothetical example, the company lowers its revenue outlook after slower renewals. The filing and earnings call point to the same pressure.

SUPPORTING EVIDENCE2 SOURCE GROUPS

01PRIMARYQuarterly filingOutlook revised

02CONTEXTEarnings callManagement explanation

WHAT CUTS AGAINST IT↘

Retention remains stable in this example; the evidence does not suggest broad customer losses.

PORTFOLIO CONTEXTOne holding · mandate checks in view

Claims connected to their sourcesEXAMPLE 01 / 03

HYPOTHETICAL EXAMPLESQuestions and research notes illustrate the workflow only. They are not live data or investment advice.

04 / CapabilitiesThree modules working across your mandate

Keep every stage
of your review connected

Surveillance watches the mandate, intelligence explains the risk, and notifications brief your team before the open.

Continuous mandate monitoring

Global Surveillance

Monitor every holding against your policy

Track VaR, CVaR, beta, sector concentration, and position-level stop-loss limits against each client's investment policy statement. Breach alerts include the exact figures and position context your team needs to review.

Attributed portfolio risk

AI Intelligence

Understand risk before a threshold is crossed

Connect positions, macro factors, and news through belief propagation. An XGBoost model combines those signals into a calibrated breach probability, with SHAP attribution and an analyst summary explaining the drivers.

White-labeled portfolio delivery

Notifications

Deliver your firm's brief before the open

Bring ranked risks, position-sizing recommendations, tax considerations, and mandate checks into a PDF memo with your firm's branding and disclosures. Deliver it to email, Slack, or your CRM, with a complete audit history.

05 / MethodologyTrace the reasoning behind each score

Understand the math
behind the analysis

Quanta links risk factors to your holdings. It tests which signals predict a breach. Every score shows the drivers behind it.

Read the model paper

Intelligence Layer: Technical Overview

From risk factors to an explainable probability

Belief propagation links risk factors. Granger tests validate signals. SHAP shows what drives each score. Walk-forward tests compare results with VaR.

Aaditya Kumar · Quantaco Markets · Toronto

01 / Connect

Map related risk factors

Belief propagation links holdings with market news and macro risk. Unexpected signals flag emerging risk.

02 / Validate

Test predictive relationships

Granger tests check whether a factor adds predictive value. Each relationship gets a clear support rating.

03 / Explain

Attribute the breach score

The model estimates breach probability. SHAP shows how each driver moves the score.

06 / Getting started

Get your first brief
within two weeks

From the first call to your first brief in four steps, configured around your holdings, rules, and workflow.

0120 minutes

Discovery

A short call to review your holdings, mandate rules, and 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.

07 / Impact

Keep your team lean
as coverage grows

01 / Research capacity

Scale without another hire

A capacity target of five eight-hour days of manual research, equivalent to one full-time role.

02 / Market coverage

24/7 monitoring

Continuously checks holdings, market news, and mandate limits, even when your desk is offline.

03 / Accountability

A clear audit trail

Preserves alerts, risk drivers, and briefs so your team can trace what was flagged and why.

08 / SolutionsMethods of market intelligence

Choose your level
of market intelligence

Start with automated mandate surveillance, add deeper risk intelligence, or bring a dedicated research team into your operation.

Mandate surveillance

Coverage

Keep your investment policy under continuous review across every holding.

Continuous position-level breach detection
VaR, beta, concentration & stop-loss thresholds
Severity-ranked alerts by email, Slack, or webhook
Morning brief before the open
Full breach history & audit log

↗

Agentic model pipeline

Intelligence

Identify developing risks before a mandate threshold is crossed, with the reasoning behind each signal.

Everything in Coverage
Belief propagation across holdings, macro factors & news
XGBoost scoring with SHAP attribution
Granger validation of predictive relationships
Calibrated breach probabilities & analyst summaries

↗

III

Your on-call research team

Market Governance

Extend your desk with a dedicated analyst workspace and research built around your firm.

Everything in Intelligence
Workspace roles for analysts, PMs & compliance
White-labeled memos with trade & tax considerations
Custom screeners, factor models & strategy backtests
On-demand research notes with cited sources & counter-evidence
Dedicated Slack channel with direct team access

↗

Every engagement includes onboarding, local deployment, and dedicated support.Find your fit

Next step

Let’s get your
portfolio covered

A 20-minute call. No cost, no commitment.

Book your audit contact@quantacomarkets.com ↗