Lightkeeper takes the pain out of managing portfolio data, brings serious computational horsepower to the user, and turns static reports into dynamic, data-driven analytics.
Our fully integrated, end-to-end platform enhances data accessibility and reliability while delivering comprehensive reporting, advanced analytics, and on-demand data exploration.
CAPABILITIES
The Clear Advantage of
Multiple Perspectives
Whatever your size, strategy, or asset mix, Lightkeeper offers flexible, secure access to the data that drives your investment process and your business.
Run performance reports, compare portfolios to indices and drill down to the individual position level. Define and configure highly complex analyses immediately and see results in seconds.
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Deliver Value Across Your Firm
Whatever your role in the firm, Lightkeeper increases your efficiency and ensures data accuracy and analytical flexibility.
From the investment team to investor relations to other professional functions across your organization, our award-winning platform is designed to support a broad array of roles and use cases.
Data platform
Why data
comes first
If you can rely on the quality and breadth of your data, then you can create reports, analyses, and presentations with ease. Whether you need to answer investor questions or address internal requirements, Lightkeeper deftly handles your data, so you can focus on what drives your performance and manage what matters most to your business.
At Lightkeeper we think data should be:
Focused
Purpose built by Lightkeeper for the investment community
Comprehensive
Portfolio, market, and proprietary data in one place makes it more valuable and quicker to gain insights.
Expandable
Lightkeeper continuously evolves its customer driven features to stay ahead of the ever-changing investment landscape and meet tomorrow’s data needs, today.
Automatic
Removing manual processes accelerates data flows and improves consistency and speed. Triggered alerts ensure you get the information you need when you need it.
Simple
Quick to deploy, intuitive to use, and easy to adopt with immediate benefits.
Analytics + Exploration
Dynamic, Flexible and
Configurable
Leverage relevant quantitative metrics to evaluate your investment process, from attribution, exposure, and risk to behavioral analytics and earnings impact.
With 450+ statistics and 60+ standard reports available out of the box, every team in your firm has immediate access to the analysis they need, without building it from scratch.
Easily perform ad hoc inquiries across any timeframe, including what-if scenarios, trading analytics, simulations, analyst scorecards, and factor analysis.
Lightkeeper Earnings Analytics
Earnings announcements move portfolios. Lightkeeper Earnings Analytics quantifies exactly how much, measuring the impact of trading decisions before and after announcements, identifying patterns across analysts, sectors, strategies, and position sizes, and integrating earnings report dates with portfolio performance, exposure, and trade data to deliver a clearer picture of how much P&L and alpha is driven by earnings.
Lightkeeper PRISM® Broker Analytics
Understanding your true cost of financing is as important as understanding your returns. Lightkeeper PRISM automates borrow cost analysis across your prime brokers, combining daily stock loan data with your portfolio data to give you a complete picture of short financing attribution. Know exactly which positions are costing you, compare rates across brokers, and quantify the P&L impact of every financing decision.
Lightkeeper Factor Analysis
Position-level attribution only tells part of the story. Lightkeeper's factor analysis capabilities give investment teams a deeper, more structured view of what is truly driving portfolio risk and return, incorporating institutional-grade third-party factor models directly into the platform. Decompose performance into factor exposures versus stock-specific alpha, identify unintended style biases, and run attribution across any custom date range, all within your existing Lightkeeper workflow and mapped to your own groupings and tags.
Insights + CUSTOM Reporting
Intuitive, Interactive and
Impactful
Visualize, validate, and refine your investment ideas with ease. Run automated reports, dig deeper, and look at data in new ways.
While you can get started quickly with out-of-the-box analytics, Lightkeeper empowers you to configure and model your own custom reports and ad hoc inquiries with our intuitive, user-friendly interface.
AI Capabilities
Your Portfolio Data, Where You Need It
Beacon: Conversational Analytics
Beacon is an AI integration that connects AI tools such as Claude (Anthropic) or ChatGPT (OpenAI) directly to the Lightkeeper platform, so you can query your portfolio data and analytics in natural language without ever leaving your preferred AI environment.
Ask questions and get answers, visualizations, and multi-step analysis in seconds, with every result traceable back to Lightkeeper’s validated data.
Beacon also allows your trusted portfolio data to be combined with external sources including market commentary, third-party research, prior reports, and more. The result: investor letters, performance summaries, and complex multi-step analyses that would otherwise take hours to assemble, generated in seconds.
Beacon Example Prompts
- What drove the portfolio's performance this week?
- Break down portfolio risk by factors.
- Evaluate my selection and sizing skill in my Technology sector for the past 3 years.
- Create a visualization of my exposures by sector through time.
- Draft the performance commentary for our quarterly investor letter using this period's attribution data.
Lumina: AI Embedded in the Platform
Lumina brings context-aware intelligence directly into the Lightkeeper interface.
It understands where you are in the platform and surfaces insights, recommendations, and contextual answers in real time, without requiring you to leave what you’re doing. If your data is already in Lightkeeper, why switch to another tool to ask a question about it?
Example Scenario One client logs in each morning, asks “what happened in the portfolio yesterday?” and gets a concise summary of performance, notable moves, changes in risk factors, and key items requiring attention, in seconds, before the trading day has started.
SECURITY
Your Data Protected in Your Environment
All of your portfolio, market and proprietary data will be securely stored in your own private cloud and never commingled with any other client’s information.
You can also choose to virtualize the entire platform behind your four walls. From multiple single sign-on providers to highly configurable network and content permissions, Lightkeeper can meet your security needs.
Implementation
Getting Started is Simple
Onboarding Lightkeeper is a fast, collaborative process.
Frequently Asked Questions
PLATFORM & CAPABILITIES
What types of investment firms does Lightkeeper serve?
Lightkeeper serves institutional investment managers globally, across strategies, asset classes, and firm sizes. If your business depends on accurate, timely portfolio data and the analytics to support better decisions, Lightkeeper was built for you. The platform currently supports 160+ firms managing over $600B in assets.
What is portfolio analytics software and how is it different from a portfolio management system?
Portfolio analytics software focuses on generating insights, performance, risk, attribution, and decision analysis, across your investment data. Traditional portfolio management systems are typically built around accounting and order management. Lightkeeper delivers analytics and insights by aggregating data from your existing systems and transforming it into interactive intelligence your entire firm can trust and rely on.
How does Lightkeeper fit into our existing technology stack?
Lightkeeper is designed to work with your existing infrastructure, not against it. It connects to your administrator, prime broker, OMS, shadow books, and other data sources, aggregating and normalizing data into a single trusted Investment Book of Records, becoming the central hub for analytics, reporting, and decision-making across your firm.
In some cases, Lightkeeper may replace a standalone risk system or portfolio analytics tool where firms find they no longer need a separate solution once Lightkeeper is in place. But for core operational systems like your administrator or OMS, Lightkeeper integrates with and enhances them rather than replacing them.
The result is a cleaner, more reliable data foundation, with significantly less manual work, stronger data integrity, and the flexibility to analyze across time frames and strategies in ways that fragmented systems simply cannot support.
Can Lightkeeper automate internal and external reporting?
Yes, Lightkeeper offers 60+ standard reports developed in collaboration with clients, covering the analysis firms need most. Reports can be delivered on a scheduled, triggered, or ad-hoc basis. Lightkeeper also generates the monthly reporting and risk packages managers send to clients and prospects, including relevant financial data, appropriate disclosures, and client branding where applicable.
What is Idea Analytics Software (IAS) and how is it different from portfolio analytics?
Portfolio analytics focuses on analyzing current holdings - performance, risk, and attribution. Idea Analytics Software (IAS) extends this by tracking and evaluating all investment ideas, including those never implemented. It helps firms measure analyst skill, conviction, timing, and opportunity cost, creating a data-driven approach to improving the investment process and developing talent.
DATA & INTEGRATION
What is an Investment Book of Records (IBOR)?
An Investment Book of Records (IBOR) transforms accounting data, which is typically produced by an administrator or Portfolio Management System ("PMS"), into portfolio data that reflects the strategies investment professionals rely on to understand and potentially improve performance. This is achieved by aggregating all of your portfolio data as well as other market data into a centralized platform that supports analytics, reporting, analysis, and decision-making. Lightkeeper builds and maintains a validated IBOR by aggregating, normalizing, and reconciling data from across your entire ecosystem.
What data sources does Lightkeeper integrate with?
Lightkeeper integrates with 90+ data providers and connects to administrators, prime brokers, OMS platforms, shadow books, and proprietary data sources. The platform aggregates, normalizes, and validates data from all sources into a single Investment Book of Records.
AI & TECHNOLOGY
What AI capabilities does Lightkeeper include?
Lightkeeper includes two AI capabilities.
Lightkeeper Beacon is an MCP-based integration that connects AI tools such as Claude (Anthropic) or ChatGPT (OpenAI) directly to Lightkeeper's portfolio data and analytics. The AI tool remains the interface; Beacon simply makes Lightkeeper's trusted data and calculations available within it, so users can query and analyze their portfolio without leaving their preferred AI environment.
Lightkeeper Lumina is an AI layer embedded directly within the Lightkeeper platform itself, surfacing insights, recommendations, and contextual answers in real time as you work. Both are grounded in Lightkeeper's validated data foundation, ensuring every output is traceable and accurate rather than generated by a model.
How is Lightkeeper's AI different from general-purpose AI tools?
General-purpose AI tools generate responses probabilistically. Lightkeeper's AI interprets the question, but all calculations are performed by Lightkeeper's own analytics engine using validated portfolio data. Results are deterministic, accurate, fully auditable, and traceable back to validated source data, meeting the standards investment firms require for decisions that matter.
Can AI be trusted for investment decision-making?
AI can be a valuable tool in investment workflows, but only when it operates on reliable data and produces transparent, traceable outputs. Lightkeeper's approach ensures every result is grounded in validated portfolio data and performed by a governed analytics engine, not estimated by a model. That is the difference between AI that informs a decision and AI that could mislead one.
IMPLEMENTATION, SECURITY & GETTING STARTED
How long does implementation take?
Within 48 hours of Lightkeeper receiving your portfolio data, you can see it live in the platform.
From there, our team works to enrich and shape the data for full analytics, a process that varies depending on factors like data providers, historical data volume, and portfolio complexity, but most firms are fully operational with core analytics within weeks, not months. Lightkeeper's onboarding process is designed to be fast and collaborative; our client solutions team works alongside you throughout.
Is client data kept separate and secure?
Yes. All data is stored in a client-specific private cloud environment and is never commingled with any other client's data. Lightkeeper supports single sign-on, configurable permissions, and can be deployed within your own infrastructure to meet strict security and compliance requirements.
How do I get started with Lightkeeper?
The best first step is a demo. Our team will walk you through the platform using your firm's specific use cases, so you can see exactly how Lightkeeper would work for you. Request a demo using the form below or contact us at info@lightkeeper.com.