An AI workspace built for wealth.
Quantesta is a structured workspace for wealth workflows: your work and judgment, integrated with internal and external data, investment and research skills, and compliance engines, for an AI-augmented advantage.
Data
Work is built on internal and external data: live market data, files, records and notes, and the feeds you connect, so every number can be traced, checked and translated into signals. The patterns behind the alpha.
Method
A tested analytical process for discovery and thesis testing, saved as reusable skills and run on the data layer. A library of skills prepared by seasoned portfolio managers, for you to use and adjust to your own profile.
Harness
Quantesta runs a leading proprietary AI machine, powered by the best AI labs, delivering the most integrated and efficient harness on the market. Dedicated agents serve your workflows, whenever you work.
Comfort
We are here to support your work and to keep it secure, with controls built toward an independent SOC 2 examination. On our infrastructure or yours. Ask, and we answer.
An easy start*
- Analyse any company on full-history statements, ratios and key metrics, with personal data entitlement
- Keep each active research workflow in its own project: chats, documents and notes together, shared when you choose
- Read earnings calls, SEC filings and analyst estimates; track 13F institutional, insider and ETF holdings
- Follow macro themes across rates, FX, commodities, crypto, news and calendars, on one chart
- Save your frameworks as skills and run them on live data or your own documents
- Every answer sourced, as charts, tables and documents, exported to Excel, Word, PDF and more
Save $189 a year*
- Analyse any company on full-history statements, ratios and key metrics, with personal data entitlement
- Keep each active research workflow in its own project: chats, documents and notes together, shared when you choose
- Read earnings calls, SEC filings and analyst estimates; track 13F institutional, insider and ETF holdings
- Follow macro themes across rates, FX, commodities, crypto, news and calendars, on one chart
- Save your frameworks as skills and run them on live data or your own documents
- Every answer sourced, as charts, tables and documents, exported to Excel, Word, PDF and more
Security and governance
- Everything in Personal, with commercial entitlements, central billing, admin and spend controls
- Dedicated deployment, on your own or hosted infrastructure, with access, retention and residency under your control
- Projects, skills and documents shared with colleagues, and usage analytics across the firm
- Compliance integrations from client onboarding, screening and monitoring to legal research
- Further encryption, access controls and audit records to your security standard
- Integrations with your own data and third-party systems, and dedicated 24/7 support for your team
*Prices in USD, excluding tax. 1,000 analysis credits in any rolling 30-day period, shared across the models as you choose. Details in the Guide. Cancel anytime.