Quantitative long/short equity
An entire quant desk,
run from one terminal.
ZE Capitals scores around 1,000 US stocks every night across 8 factors and 37 sub-factors, has Claude write the research, sizes a long/short book with mean-variance optimisation, and guards every order with institutional risk controls — from signal to settlement.
- 8factors
- 37sub-factors
- ~1,000names ranked nightly
- 11GICS sectors
- 6stage pipeline
Signal to settlement
Six stages. Every night. No gaps.
Ingest
Prices, fundamentals, estimates, ownership and short-interest data across ~1,000 US stocks, refreshed nightly.
Score
8 factors, 37 sub-factors — each name percentile-ranked 0–100 inside its GICS sector, blended with VIX-regime weights.
Research
Claude builds a research dossier per candidate: bull case, bear case, red flags, conviction.
Construct
Mean-variance optimisation with conviction tilt sizes the long/short book and its exposures.
Guard
Veto checks, circuit breakers, stress tests and tail-risk metrics gate every trade before it routes.
Execute & report
Broker routing with slippage tracking, then daily and weekly reviews benchmarked against SPY.
The platform
Built like the tools fund managers already trust.
Dense tables, monospaced figures, keyboard-first workflows. Green means gain, red means loss, amber means look now — color never decorates.
Around 1,000 US stocks ranked nightly within each sector. Top quintile flags LONG, bottom quintile SHORT — with the full factor breakdown behind every score.
Claude reads each candidate like an analyst: filings-level dossiers, blended quant + qualitative rankings, and a chat desk over your own book.
Position vetoes, sector limits, circuit breakers and halt locks — breaches surface in red before they reach the broker, never after.
Proposal → approval → execution → settlement in one blotter, with TWS-style status edges and a full slippage log.
Equity vs benchmark, drawdowns, monthly return matrix, concentration and trade statistics — every figure tabular, monospaced, scannable.
Automated daily and weekly reviews, P&L attribution and commentary you can forward to investors without edits.