Portfolio Monitoring& Market Intelligence
for public equity and fixed income firms.
The system monitors factor exposure, news sentiment, and price risk on every holding. It reports mandate breaches and rebalancing actions before the open.
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 portfolio intelligence
14 quantitative models, 50+ live news sources, one brief, before the market open.
02 Ingest
Quanta Co.
Holdings & mandate loaded
04 Deliver
28 hrs
Saved per week
Per portfolio manager
14 models
Key Models
Belief Propagation Anomaly Detection · XGBoost Breach Probability · Granger Causality Edge Validation · Monte Carlo VaR and CVaR · SHAP Attribution
Real-time
Breach alerts
Stop-loss, VaR, concentration and sentiment, straight to Slack
Three modules. One mandate engine.
Surveillance watches the mandate. Intelligence scores the risk. Notifications put the memo in the inbox before the open.
Every mandate rule, watched in real time.
A live dashboard tracks VaR, beta, sector exposure and position-level metrics against each client's IPS mandate. Thresholds are configured once, then enforced continuously. Breach alerts fire the moment a position crosses a limit, with exact figures and position context attached.
- VaR, CVaR and drawdown limits per mandate
- Beta bands and sector concentration ceilings
- Position-level stop-loss floors, monitored tick by tick
- Severity-ranked breach routing to Slack and email
The math behind every figure.
- Author
- Aaditya Kumar
- Extent
- 5 pp.
Live in two weeks.
Four steps from first call to first brief. We handle the setup.
Start the process →- 0120 min
Discovery
A short call to review your holdings, mandate rules, and current workflow.
- 02Week 1
Connection
We connect your data feeds and load your IPS thresholds. No work on your side.
- 03Week 2
Go live
Your first brief arrives before the open. Alerts route to Slack or email.
- 04Included
Ongoing
We recalibrate models, maintain feeds, and review with you each quarter.
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 mandate surveillance 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. Free audit, no commitment.