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Research and development phase

A system of investment agents

  • Coverage
  • Reading
  • Linking
  • Verification
  • Evaluation
  • Counter-search
  • Selection
  • Risk
  • Execution
  • Monitoring
  • Exit
  • Record

Money will be managed by agents. Our system runs each portfolio by its charter: it reads everything as it is published, evaluates, selects and executes inside its limits, and a person can stop it at any moment.

Watch it manage an investmentFor institutions

How it works

QuantaupSimulated executionTheses OPP-0142 Siemens
Illustrative demo

0 · The charter

The institution writes the charter; the agent cannot change it

Objective
Beat the benchmark
Strategy
Quality at a reasonable price
Risk budget
value withheld
Limits
value withheld
Stop
Any committee member
Authority
AloneWith approvalEscalated

Approved by the investment committeeSigned and dated · every amendment a new line

Illustrative demo only: simulated data, not a view on any company named or a recommendation, and Quantaup has no relationship with the companies named.

  1. The question

    It turns the question into a written plan.

    In the example · Illustrative demo

    planBreak down the question: revenue · margins · leverage · liquidity

  2. Gathering

    It fetches what was published before the question, from the institution’s sources.

    In the example · Illustrative demo

    retrieveQuarterly statements and notes, and the matching prior disclosure — all published before the question’s date

  3. Reading

    It extracts every figure with its page, table and line.

    In the example · Illustrative demo

    extractRevenue and net income [p. 14, table 2] · total liabilities [p. 22, note 9]

  4. Computing

    It computes with a tool, and keeps the formula with the result.

    In the example · Illustrative demo

    computeLeverage ratio and change — computed by a tool, not generated

  5. Verifying

    It checks every citation against its source, and escalates what it cannot establish.

    In the example · Illustrative demo

    verifyEvery citation checked against the original text: matched

    escalateNon-recurring item, ambiguously worded [p. 31, note 14] → escalated to a reviewer

  6. The handoff

    It hands the evidence to the thesis, and escalations to a person.

    In the example · Illustrative demo

    handoffTo the thesis: the evidence with its sources · the escalated item to a reviewer

The evidence as handed over

Illustrative demo

EscalatedA non-recurring item, ambiguously worded [p. 31, note 14]

  • Revenuevalue withheld[p. 14, table 2]
  • Net incomevalue withheld[p. 14, table 2]
  • Total liabilitiesvalue withheld[p. 22, note 9]
  • Leverage ratiovalue withheldcomputed by a tool
Every citation matches the textEscalated items go to a person
Illustrative: the references are an example; values withheld.
Illustrative demo

YouWhat lowered the belief this month?

AgentThe liabilities note: new lease obligations the thesis had not counted.[p. 22, note 9 (example)]

Research with sources and verified data

We don’t know the future. We understand the present before it’s priced.

News is published in a moment, and its effect reaches prices in stages.

  1. Published

    A supplier’s quarterly filing

  2. The agent understood it

    • Its customer, heldIts thesis moves
    • The supplier itself, heldAn exit condition nears: review
    • Its competitor, heldNo change, recorded
    • The rest of the bookNot linked

    Where the agent works

  3. The market priced it

    By the time it reaches the price, the agent’s judgement is sealed.

Illustrative, no values or times.

Control over the agents

The ability to set their permissions.

Simulated executionControls log
Illustrative demo

Controls11 active

  1. 10:42:00gateorder: raise position → above the execution ceilingtrimmed to the ceiling · executedb0b34bad…6c9b
  2. 10:42:04gaterequest: widen the universe → outside the charterrefused · escalated to a person342dd335…5455
  3. 10:42:11riskorder: raise position → portfolio risk above its budgetcut to the budget5c25cfea…ece6
  4. 10:42:14executororder from a model → not signed by the gaterefusedeb60148d…dfd8
  5. 10:42:20sealernew judgement on a thesis → outcome not yet knownsealed with its date946777e6…0b32
  6. 10:42:25gateorder: open position → no exit conditionsrefused2257d049…fe19

chain intacthead2257d049…fe19

Illustrative demo only: simulated data, not a view on any company named or a recommendation, and Quantaup has no relationship with the companies named.

Self-improvement

Measured, trained, specialised, and everything it does on record.

  1. Evaluation
  2. Training environments
  3. Specialisation
  4. Operation and record
What we build

Every portfolio its own charter, and an agent that works to it.

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