A platform that grows with you
Effortlessly integrate your portfolio analytics, research, and operations in one place.
The Hedgineer Data Model

All your data lives here

When your firm's data is fragmented across various applications, terminals, and data feeds, it's difficult to give your information a voice. The Hedgineer Data Model was crafted to be the single pane of glass that centralizes it all into one cohesive narrative.

With the Hedgineer Data Model, you can create applications that display position sizing alongside research notes. You can overlay risk factor trends with alternative research. You can trigger email alerts with thresholds curated to your investment strategy. Because when your data foundation is built to scale, the possibilities are endless.

Analytics

Consistent portfolio analytics across trading,
operations, and investor relations

Sizing and Performance
Understand your position sizing, track PnL, and segment analytics by fund, sector, custom tags, and more.
Factor Risk Analytics
Understand your sources of beta and hedge them to maximize alpha.
Investor Reports
Manage your investor relationships with data-driven confidence. Our IR dashboards integrate with your fund admin to aggregate analytics rate of return, cost basis, invested cost, and more.
Research

Supercharge your research to
maximize alpha

Idea Tracker
Algorithmically transform your analysts' ratings into individual paper portfolios, track their performance over time, and use them to make investment decisions with greater conviction.
Asset Screener
Visualize and filter your investment universe by any market data or research source.
Coverage Monitor
Give your research process a home. Screen through your investable universe, assign coverage, flag names of interest, update ratings and price targets, and set automated email alerts to encourage your research team to keep their insights up-to-date.
Hedgineer AI

Harness the power of Al to make data-driven
investment decisions faster than ever.

Hedgineer Copilot
Run faster with AI chatbots that can summarize and draw insights from any application in the platform, AI-augmented email summaries and alerts, and AI-generated customizable dashboards.
Research Note Summarization
With retrieval-augmented generation (RAG) protocols and pre-formatted templates, our note generator can search through all of your research sources to create new research notes in seconds.
The Edge Offering

Grow your edge with new
applications customized just for you

Our Edge offering eliminates the boundaries of what is and isn't possible within our clients' technology stack. While we cannot share details of our existing Edge products, here is a list of applications we've built for clients to help them build their edge:

- An event-tracking dashboard curated to the needs of a sector-specific fund

- A general ledger application to review and edit transactions and credit interest payments

- A CRM solution to organize investor data and generate new leads

Get started with Hedgineer today!
Schedule Demo