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Vates
Platform

Everything your desk needs to act on what it finds

Vates connects market data, signals, research, and risk into one workspace. The model layer runs underneath all of it, so what the platform learns in one place is available in every other.

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Surface

Six things, built to work as one

Each part is useful alone. Together they remove the handoffs where context normally gets lost.

  • Market data

    Equities, FX, rates, commodities, and digital assets in one normalized, queryable feed.

  • Signals & alerts

    Thesis-level alerts, watchlists, custom triggers, and scheduled digests that respect your hours.

  • Research workspace

    Notes, theses, and supporting evidence attached to the instruments they concern.

  • Backtesting

    Test an idea against history — including the periods that would have hurt — before committing capital.

  • Portfolio & risk

    Exposure, correlation, crowding, drawdown, and scenario analysis on live positions.

  • APIs & exports

    Clean, normalized data over REST and WebSocket, plus first-class Python access.

How each part earns its place

01 — Data

One normalized view of the market

Every downstream decision depends on the data underneath being consistent. Vates normalizes across venues and asset classes so an instrument means the same thing everywhere in the platform.

  • Equities, FX, rates, commodities, and digital assets in a single schema
  • Corporate actions, splits, and symbology changes reconciled automatically
  • Point-in-time history, so a backtest sees only what was knowable then

02 — Signals

Alerts at the level of a thesis, not a ticker

Threshold alerts fire constantly and get muted within a week. Vates alerts on the conditions that would actually change your mind about a position.

  • Define a thesis once and let the platform watch every input to it
  • Baselines learned per instrument, so 'unusual' means unusual for that name
  • Digests on your schedule, with anything urgent escalated immediately

03 — Research

Research attached to the instruments it concerns

Notes lose value the moment they are separated from what they were about. Vates keeps the thesis, the evidence, and the instrument in the same place.

  • Notes and theses linked to instruments, sectors, and factors
  • Every supporting signal preserved with the data that produced it
  • Shared workspaces with explicit, reviewable access control

04 — Risk

Exposure as it is now, not as it was at month-end

Risk reports built on stale snapshots describe a portfolio you no longer hold. Vates evaluates exposure continuously against live positions.

  • Correlation structure monitored for the moment diversification stops working
  • Concentration and crowding surfaced across positions that look unrelated
  • Scenarios run against current exposure, not a periodic snapshot
Security

Built for data you cannot afford to leak

Market positions and research are among the most sensitive data a firm holds. Vates is built so that access is explicit, activity is reviewable, and your research never becomes someone else's training data.

  • Role-based access control, with an audit-friendly history across data, research, and alerts
  • Encryption in transit and at rest, and isolation between tenants
  • Your proprietary research and positions are never used to train shared models
  • Ongoing monitoring and a formal risk management process
One platform. The whole surface.

See Market Intelligence in action

In a demo we will show how Vates ties price, flow, filings, and narrative to the positions you actually hold — and how desks use that to spot regime shifts, crowding, and correlation breaks earlier.

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