Institutional-grade equity and macro analytics for hedge funds, family offices, RIAs, and investment teams.

What's included:

Equity performance: returns, alpha, beta vs. SPY benchmark across your portfolio

Risk metrics: Sharpe ratio, Sortino ratio, VaR at 95%/99%, max drawdown, annualized volatility

Macro overlay: GDP, CPI, unemployment rate, Fed Funds rate, 10-year Treasury yield — sourced from FRED (Federal Reserve)

Factor exposure: CAPM beta, sector weights, style tilts

ML signals: momentum classification (bullish/bearish/neutral), volume anomaly detection

SEC EDGAR integration on Standard and Premium tiers: 10-K/10-Q revenue trends, EPS, margins

All equity data sourced live from Yahoo Finance. Macro data from FRED (Federal Reserve Economic Data). Every figure is independently verifiable with source attribution and pull timestamp.

Message me before ordering if you need a custom ticker list, benchmark swap, or monthly retainer pricing.