QuantScope
PORTFOLIO INTELLIGENCE + QUANT RESEARCH
Every account.
One clear picture.
One clear picture.
Connect every account, measure performance without cash-flow distortion, inspect risk, and test Python strategies on adjusted daily market data—all in one research workspace.
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TOTAL PORTFOLIO VALUE
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CONNECTS WITH YOUR BROKERAGE
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EXPLORE THE PRODUCT
From scattered accounts to one investable view.
Explore a connected portfolio workspace built to explain performance, exposure, and what is driving both.
Family portfolio
Updated just now
SAMPLE DATA
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TOTAL VALUE
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TODAY P&L
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VS. S&P 500 · 1Y
+4.7%
outperformance
Portfolio performance
PORTFOLIO — S&P 500 --
Top holdings
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Click a slice to inspect it
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Well diversified across 7 sectors
Where your money actually is
Combined across Fidelity, Schwab, and Coinbase
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VOLATILITY
14.2%
Lower than market
BETA
0.86
Moderate sensitivity
MAX DRAWDOWN
−11.8%
Past 12 months
Stress test
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CONCENTRATION WATCH
Technology is 8% above your target.
Most of that exposure comes from NVDA and AAPL across two different brokerages.
Ask questions grounded in your actual portfolio
How exposed am I to tech?
What is driving my returns?
Where am I concentrated?
QuantScope insight
Technology represents 34% of this portfolio, compared with 29% for the S&P 500. NVDA and AAPL account for most of the difference. Because they appear in multiple accounts, that concentration is easy to miss when viewing each brokerage separately.
ACROSS
3 brokerages
TOP DRIVER
NVDA · 12.4%
VS TARGET
+8.0%
Your accounts stay read-only and encrypted.
Try it with your portfolio →
THE FULL WORKSPACE
Three views.
One research process.
One research process.
Start with what you own, isolate the risks that matter, then test a rules-based idea against the market. QuantScope keeps portfolio monitoring and strategy research in the same visual language.
01 / OVERVIEW
See the complete portfolio
Accounts, holdings, allocation, cash, and flow-adjusted performance in one place.
02 / FOCUS
RISK
Interrogate the risk
Drawdowns, volatility, tails, benchmark behavior, and position-level context.
03 / BACKTESTER
ENGINE LIVE
Test the thesis
Run Python signals on adjusted daily OHLCV and validate beyond the sample.
QUANT BACKTESTER
Write the rule.
Challenge the result.
Challenge the result.
Paste a Python strategy and run it on adjusted daily bars dating back to 2000. Signals are formed at the close and filled at the next bar's open, with fees and slippage included.
✓Fixed in-sample / out-of-sample splits
✓Rolling and expanding walk-forward analysis
✓Any supported ticker as the benchmark
✓Expandable, interactive equity curves
DAILY BARS ONLY · NO INTRADAY ASSUMPTIONS
strategy.py
ADJUSTED DAILY API
01 def strategy(data):
02 fast = data["close"].rolling(50).mean()
03 slow = data["close"].rolling(200).mean()
04 return (fast > slow).astype(float)
Input: aligned open, high, low, close, volume
Output: target portfolio weights
Output: target portfolio weights
BACKTEST REPORT
SAMPLE RUN
CAGR
10.84%
SHARPE
0.78
ANN. VOL
13.21%
MAX DD
-18.42%
STRATEGYSPY
IN SAMPLEOOS →
ADVANCED ANALYTICS
Returns tell you what happened.
Risk tells you how.
Risk tells you how.
Professional portfolio statistics, computed from the return stream—not from money moving into or out of the account.
RISK & RETURN
YEAR TO DATE · DAILY OBSERVATIONS
✓ CASH FLOWS EXCLUDED
ANN. RETURN
+12.4%
TIME-WEIGHTED
ANN. VOL
14.8%
252-DAY
SHARPE
0.84
RISK-ADJUSTED
SORTINO
1.17
DOWNSIDE RISK
MAX DD
-9.6%
PEAK TO TROUGH
CALMAR
1.29
RETURN / DD
DRAWDOWN CURVE
CURRENT -2.1% · MAX -9.6%
JANAPRJULOCTNOW
TAIL & BENCHMARK
BETA
0.91
ALPHA
+2.3%
CORRELATION
0.86
INFO RATIO
0.42
HIST. VaR 95%
-1.7%
EXP. SHORTFALL
-2.4%
Compare against SPY, QQQ, DIA, or another supported ticker across every available time range.
WHY QUANTSCOPE
The numbers that matter. Properly measured.
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HOW IT WORKS
Live in under two minutes.
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SECURITY FIRST
Your credentials never touch our front end.
Broker connections happen through OAuth on our backend. Access tokens are encrypted at rest, scoped read-only by default, and the browser only ever sees your computed analytics — never a key, secret, or password.
✓
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See the portfolio. Test the next idea.
Bring connected portfolio analytics and disciplined strategy research into one workspace.
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Not investment advice. Analytics for informational purposes.
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Alpaca Paper/Live or TopstepX
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TOPSTEPX
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