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Think Less, Build More.

Tired of letting the market dictate the timing of your investments? Decouple from market risk so you make money in every environment.

Let us do the heavy lifting of building a non-correlated portfolio for you. We come up with the composition (asset list and weights) instead of just analyzing a user-given portfolio.

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RECEIVE 50% OFF THE FIRST 6 MONTHS AFTER WE LAUNCH!

Check out our new alpha release

The Implementation

We focus on adding value to individual investors and helping them to reduce the market risk by either building a diversified portfolio for them, or improving an already created one. The tool will automatically select assets that match the input criteria.

LONG/SHORT PORTFOLIOS

Best allied to market-neutral strategies. We can optimize hedging for low beta and check results against factor models. You define different rules for longs/shorts or simply go long.

INDUSTRY RELATIVE FILTERING

Almost everything in life is relative, so do your stocks. Being able to filter some ratios not by their absolute values but in relation to their industry can generate better insights.

FORWARD-LOOKING

We can fit a distribution out of your portfolio’s returns and perform a Montecarlo simulation to try to forecast the future behavior of your investment.

BACKTESTING

We can backtest the portfolio rules over 20 years of history to make sure the returns hold during periods of expansion and recession.

CURRENCY HEDGING

When portfolio constituents are denominated in currencies other than base currency we can adjust short weights to hedge dollar value long positions.

Our filtering tool automatically discards assets that don’t meet low correlation criteria against current portfolio constituents. This leads to a portfolio where each asset is uncorrelated to the other. Once the user is satisfied with the portfolio-building rules, we can backtest it over 20 years, and compare the results of the strategy to multiple factor models (Fama-French) as well as make forecasts for the near future.

Our Vision

Quant52 was born to serve individuals. We want to empower people to own their investments without the need to blindly trust intermediaries. For more advanced professionals, we want to make their set of analytical tools more complete, so they can make more informed investment decisions.

Pricing

We will initially support the following pricing plans. Don’t worry if you don’t see your favorite feature since we will add many more in the future. The most important part for us is that you can enjoy using the tool even unregistered!

Unregistered

✔ Volatility Filter

✔ Expected Returns Filter

✔ Fundamental (Balance S./Income S.) Filter

~~X Fundamental (Industry Relative Ratios) Filter~~

~~X Save Settings~~

~~X Export Results~~

~~X Change Correlation Filter~~

~~X import Stocks~~

~~X Volatility tab~~

~~X Analyze-Portfolio (Backwards Looking)~~

~~X Simulate Portfolio (Forwards Looking)~~

Free

✔ Volatility Filter

✔ Expected Returns Filter

✔ Fundamental (Balance S./Income S.) Filter

✔ Fundamental (Industry Relative Ratios) Filter

✔ Save Settings

✔ Export Results

~~X Change Correlation Filter~~

~~X import Stocks~~

~~X Volatility tab~~

~~X Analyze-Portfolio (Backwards Looking)~~

~~X Simulate Portfolio (Forwards Looking)~~

Web

✔ Volatility Filter

✔ Expected Returns Filter

✔ Fundamental (Balance S./Income S.) Filter

✔ Fundamental (Industry Relative Ratios) Filter

✔ Save Settings

✔ Export Results

✔ Change the Correlation Filter

✔ import Stocks

✔ Volatility tab

✔ Analyze-Portfolio (Backwards Looking)

✔ Simulate Portfolio (Forwards Looking)