Market Intelligence Platform for a Private Investment Client
Aerosoft built a confidential market intelligence terminal for a private investment client. It brings global equity screening, fundamental data, valuation models, quantitative backtesting, 24/7 alerts, and learning content into one platform, so one person can run institutional-grade research.
Aerosoft built a confidential market intelligence terminal for a private investment client. The platform combines global equity screening, fundamental data ingestion, side by side valuation models, a 90+ study backtesting engine, 24/7 alerts, and a structured learning library, giving one person institutional-grade research capability.
- Global equity screening across curated universes
- Fundamental data ingestion with multiple valuation models
- Backtesting engine with 90+ research studies
- Automated 24/7 market monitoring with alerts
valuation, backtesting, alerts
built into the engine
valuation models, backtests, alerting
with signal alerts
Institutional research without an institution
The client needed a single place to screen global equities across curated universes, ingest fundamental data, run valuation views, test research studies, monitor markets, and keep learning material in order.
That scope normally sits across terminal subscriptions and a team. For this client, the target was different: give one person operational control over research, testing, monitoring, and study material.
Many studies, live alerts, one operator
The hard part was not one screen or one model. It was keeping several research modes available at once: global screening, fundamental ingestion, parallel valuation, quantitative tests, 24/7 monitoring, and a learning library.
Ninety studies in play
The backtesting engine had to support 90+ research studies, including momentum, reversal, value filters, drawdown brakes, and portfolio concentration. Aerosoft built it as a single research engine so studies could be run within the same terminal.
Models side by side
The client needed several valuation models to run in parallel, not as separate files. Aerosoft put the models into one workflow so outputs could be compared in the same research context.
Monitoring never stops
Market monitoring had to run 24/7 and alert the client when conditions changed. Aerosoft added automated monitoring and alerts to the same terminal used for screening and testing.
A terminal for the full research loop
Aerosoft built the largest single platform it has completed: a confidential market intelligence terminal for one private investment client.
The build brought the work into one place: global equity screening across curated universes, fundamental data ingestion, multiple valuation models, backtesting, market monitoring, alerts, and structured learning content. The result is a research setup that one person can operate without a team or expensive terminal subscriptions.
Curated equity universes
The terminal screens global equities across curated universes and connects that work to ingested fundamental data.
Parallel valuation views
Multiple valuation models run side by side, giving the client a shared place to compare research cases.
Quant research engine
The backtesting engine covers 90+ studies, including momentum, reversal, value filters, drawdown brakes, and portfolio concentration.
One person running institutional-grade research
The client now has one terminal for screening, modelling, testing, 24/7 monitoring, alerts, and structured learning. Work that normally needs a team and costly terminal subscriptions can now be run by one person.
Research without a team
One person can run institutional-grade equity research across screening, valuation, backtesting, and monitoring.
Alerts around the clock
Automated 24/7 monitoring keeps the research setup active without manual checks at every moment.
100% IP transfer. No vendor lock-in.
Aerosoft transfers full intellectual property to clients on completion, uncommon in software development, where many agencies keep the upper hand through licensing or proprietary dependencies. Aerosoft's model ensures the client genuinely owns what was built.
Source code
All application code, every line, transferred on payment completion.
Schemas & data
Database schemas, migrations, seed data and ERD documentation.
Integrations & docs
API integration code, configuration, runbooks and architecture docs.
Need one terminal for serious research?
Aerosoft can build a confidential system that brings screening, modelling, testing, alerts, and learning material into one controlled place.
Get a quote