Data-driven insights deliver a powerful coaching tool to hone analyst skills, identify areas for repeat success, and create performance-building habits across the idea generation process.

• Real-world pattern recognition enables performance evaluation and feedback that goes beyond standard scorecards.
• Comprehensive idea analysis and attribution identifies areas for repeat success and performance-building habits.
• Data-driven insights act as a teaching tool to help hone analyst skills, for career growth and for the success of the firm.

Apply the same level of rigor to analyzing investment ideas as you do your active portfolios, with the depth of analysis needed to continuously assess, iterate, and evolve investment research processes.

• Find instant answers to any question on idea generation evaluation, and decision-making for any time-period or scenario.
• Track, evaluate, and analyze all names to discover what works, when, and why.
• Configure views, benchmarks, overlap analyses, simulations, and explore data your way with interactive visualizations and on-demand reporting.

Discover insights beyond the active portfolio to improve alpha, with analysis that uncovers the true value of ideas for opportunity cost and beyond.

• Identify trends across allocation, conviction, sizing, selection, timing, and more for actionable insights into continued performance enhancements.
• Add critical context to evaluate decisions with attribution and analysis to measure opportunity cost and insights for repeat successes.
• Compare custom universes in seconds and overlay data-points to more accurately assess idea alpha.