Software
Data Gateway, Backtester and OneBook connect governed financial data, reproducible strategy research, portfolio management and risk. Use each product independently or combine the capabilities your workflow needs.
Explore the products
Investment infrastructure for the way your team actually works.
Connect data, research, portfolio management and risk around your investment decisions. Start with the capabilities you need and integrate with the systems you already use.
Who we serve
Our customers.
Different responsibilities. Different investment processes. Connected data, research and portfolio workflows underneath.
Fund Managers
One investment view. Every portfolio in context.
The investment view may be shared. The cash, benchmark and mandate are not. Your team needs to carry a decision across portfolios without rebuilding the analysis for each account.
Connect portfolio management, IBOR, rebalancing, risk and attribution around the relevant portfolio state. Keep the source systems authoritative and the proposed changes available for review.
Explore Fund ManagersRelevant capabilities
- Portfolio management & IBOR
- Bring holdings, cash, weights and instrument data into a consistent view across portfolios.
- Construction & rebalancing
- Compare current and target allocations, proposed orders, turnover and cash impact.
- Brinson attribution
- Analyse benchmark-relative allocation, selection and interaction effects using portfolio and benchmark inputs.
- Risk & mandate controls
- Review exposures, portfolio limits and configured restrictions alongside proposed changes.
- Investment oversight
- Keep research, proposals and decision history available to investment, risk and operations teams.
- Integration with your stack
- Connect the agreed OMS, custody, accounting and reporting interfaces while preserving their responsibilities.
Hedge Funds
The book, the risk and the reasoning. Together.
Positions move before the next meeting. Research lives in one place, risk in another, and the reasoning behind a trade can disappear between them.
Bring the current book, proposed position changes and decision context into one review. Connect data and systematic research where they help the team assess what changes — and why.
Explore Hedge FundsRelevant capabilities
- PMS & IBOR
- Positions, cash, current and target weights, and proposed orders in one portfolio workflow.
- Portfolio risk & scenarios
- Exposures, concentration, factor analysis and the effect of a proposed change on the book.
- Research & decision context
- Connect the thesis, supporting evidence and review history through Decision Packets.
- Systematic strategies
- Test systematic ideas with explicit costs and execution assumptions before evaluating an allocation.
- Walk-forward validation
- Challenge results across research windows and examine parameter sensitivity in Backtester.
- Governed data access
- Bring market and fundamental data into your workflow through APIs, SDKs and permissioned MCP.
Family Offices
A clearer portfolio picture. Under your control.
An investment question should not require assembling custodian reports, spreadsheets and old emails from scratch. Your team needs the portfolio and its context, with the underlying dates and gaps visible.
Bring agreed holdings, exposures, risk and research into a controlled investment environment. Keep accounting and other authoritative records in the systems responsible for them.
Explore Family OfficesRelevant capabilities
- Consolidated portfolio view
- Combine agreed custodian and internal sources with reporting dates and coverage in view.
- Exposure & concentration
- Understand how individual positions contribute to the portfolio’s risk and dependencies.
- Allocation & liquidity review
- Inspect weights, cash and the effect of proposed investments before the next investment discussion.
- Investment memory
- Keep the original rationale, research and review history alongside the relevant positions.
- Private deployment
- Evaluate a dedicated cloud or client-environment deployment for your investment data.
- Controlled access
- Define the roles, permissions and data access needed by the office’s investment team.
Quant Research
From a promising result to evidence you can revisit.
A backtest is useful only when the team can recover its inputs, inspect the assumptions and challenge the result. Infrastructure work should not consume the research process.
Connect research data, systematic backtesting, walk-forward validation and reproducible experiments. Keep your models and notebooks, then evaluate accepted research in a portfolio context.
Explore Quant ResearchRelevant capabilities
- Research data & Python workflows
- Access market, fundamental and reference data through APIs and SDKs, with source coverage checked for your research.
- Systematic strategy backtesting
- Simulate strategies with explicit costs, slippage, borrow and financing assumptions.
- Walk-forward & optimisation
- Evaluate rolling or expanding windows, parameter sets and sensitivity across different market periods.
- Performance & risk metrics
- Examine returns, drawdowns and risk-adjusted results across more than 80 metrics.
- Reproducible experiments
- Retain inputs, parameters and outputs so colleagues can recover a run and challenge its assumptions.
- From strategy to portfolio
- Assess accepted research against portfolio weights, exposures and risk before proposing an allocation.
What QuantJourney is
Technology behind the investment workflow.
Data, research and portfolio decisions belong in a connected process. Our products and implementation work help your team build that connection around the systems it already uses.
Implementation
Start with the investment process, source systems and controls. Define the integrations, permissions and deployment together, with a focused first workflow and clear responsibilities for the systems around it.
Discuss your workflowTeam
Built since 2021 by a team with experience in institutional technology and investment systems. Our work spans enterprise-grade quantitative, AI and data-intensive systems, informed by the workflows of investment teams.
Meet QuantJourneyProduct suite
Three products. Use what you need.
Start with data, research or portfolio management. Use each product independently or connect them where your workflow benefits.
01 Portfolio management & risk
OneBook
Portfolio management (PMS), IBOR and risk for focused investment teams.
Run the book, evaluate proposed changes, manage portfolio risk and keep investment context together.
PMS · IBOR · Risk · Research · Private deployment
Start with a portfolio workflow. Walk through your book, proposed changes and risk questions with our team.
Explore OneBook
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02 Research & strategy validation
Backtester
From strategy idea to defensible evidence.
Open-source backtesting with realistic execution, robust validation and reproducible research. PRO adds managed market and fundamental data, advanced research workflows and hosted/private tooling.
50 strategies · 80+ metrics · Walk-forward · Optimization · Open + PRO
Start with one strategy. Run the open-source engine with your assumptions, then explore PRO for managed research workflows.
Open Backtester
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03 Financial data
Data Gateway
Financial data without the plumbing.
90+ sources and exchanges through governed APIs, SDKs and MCP.
90+ sources & exchanges · 640+ governed routes · API · SDK · MCP
Start with the data you need. Choose your sources and connect a first workflow through the API, SDK or MCP.
Explore Data Gateway
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Built to adapt
Built around your workflow.
Begin with one investment workflow. Agree the systems, controls and deployment it needs, then connect the relevant QuantJourney capabilities around it.
Your existing systems
Agree which systems remain authoritative and connect the required data through APIs, SDKs and scoped integrations.
Your investment process
Map the research, portfolio review and approval steps to your team’s roles, controls and responsibilities.
Your deployment boundary
Define the environment, access permissions and operational responsibilities for a dedicated cloud or private deployment.
A defined starting point
Start with one product or workflow, an agreed scope and clear criteria for evaluating it with your team.
Research & publishing
Research & engineering from QuantJourney.
Selected work from the QuantJourney Journal - the research channel read by 7,000+ quantitative practitioners.
The Hidden Problem in Buy-Side Platforms: Which Investment State Is True?
Positions, cash and exposure differ across the PMS, broker and administrator. Who is right - and when?
Read on the JournalService Identity: Securing a Buy-Side Microservice Platform
How every service, credential and agent is authenticated before a single request touches data.
Read on the JournalAI-Agent-Native Investment Infrastructure: MCP Access to IBOR, PMS, Risk and Research
Permissioned MCP access for AI agents - without creating an uncontrolled surface next to the fund's data.
Read on the JournalFAQ
What buyers ask first.
What is live today?
Data Gateway is in production with 90+ sources and exchanges and 640+ governed routes. Backtester Open is available under Apache 2.0 with 50 runnable strategies, while Backtester PRO adds managed data and advanced research workflows. OneBook is in institutional testing across portfolio management, IBOR, risk and investment workflows.
Can QuantJourney replace or integrate with our current stack?
Both. Products can run independently, provide core portfolio, data and research capabilities, or integrate with systems already in place. Use the capabilities you need and keep the components that work.
Can it run privately in our environment?
Yes. Deployment options include managed cloud, dedicated single-tenant environments, your own cloud and compatible private infrastructure. Product scope, access, network boundaries and data residency are agreed per deployment.
How do you secure client data?
Access is scoped by tenant, identity and role; credentials are held in managed secrets infrastructure; transport and storage are encrypted; and relevant user, service and administrative actions are auditable. Private deployments can keep vendor credentials and permitted data inside the client's environment.
How do we start and what does it cost?
Data Gateway starts at US$199/month for Hosted and US$999/month for Private, plus standard setup for Private. Backtester Open is free, with PRO available as a paid research offering. OneBook Core starts at US$30,000/year. Start with one product or workflow and expand only where useful.
See QuantJourney on your workflow.
A private walkthrough of Data Gateway, Backtester and OneBook around the way your team works.