Investment Consultancy
& Services
Data-driven intelligence for investment decisions. Bridging advanced analytics with institutional investment strategy.
Data-driven intelligence for investment decisions. Bridging advanced analytics with institutional investment strategy.
Access institutional-grade quant suites, deploy autonomous AI pipelines, or acquire advisory on derivatives and advanced portfolio strategy.
Receive weekly delivery of our complete suite of quantitative reports (Reports 01 to 06). Gain institutional-grade insights covering global equity performance, dip screens, breakout momentum, growth stability, insider transactions, and single-stock analysis.
Leverage our multi-agent LLM pipeline simulating a team of specialist researchers, bull-versus-bear debaters, and risk management committees. Replicate hedge fund execution strategies and access automated deep-dives on any publicly listed stock.
Direct consultancy for stock selection, portfolio structuring, and strategic advisory on complex financial derivatives—including options strategies, hedging mechanisms, and risk management frameworks.
A multi-agent LLM pipeline that orchestrates specialist AI researchers, a structured bull-vs-bear debate, and a risk management committee to deliver a fully reasoned, data-backed investment thesis on any publicly listed stock.
A selection of sample research reports and analytical briefs. Download any report as a PDF to explore our methodology and coverage.
A comprehensive performance tracking report analyzing major global equity indices across various regions. It covers multiple return horizons, from short-term daily changes to long-term multi-year trajectories, and includes regional trend comparisons and cross-market correlation heatmaps. Ideal for investors and asset managers looking to spot macro market divergences and asset co-movements.
A quantitative screening report designed to isolate significant short-term price drawdowns in fundamentally healthy equities. Utilizing a composite dip-scoring mechanism that factors in historical volatility, moving average deviations, and recent rolling returns, the report systematically excludes secular decliners by enforcing a multi-period positive trend filter. It serves as an actionable watch-list tool for institutional and retail investors seeking tactical, mean-reverting entry points in resilient companies.
A quantitative screening report designed to identify equities experiencing major short-term upward price breakouts. By combining indicators such as multi-day rally magnitude, statistical z-scores, and moving average deviations, the report scores the velocity of recent price moves. To isolate true cyclical breakouts from mature trends, a multi-year filter excludes continuous multi-year winners, helping market participants discover fresh momentum candidates.
A quantitative screening report designed to rank and identify equities displaying highly linear, consistent upward price trajectories over multi-year horizons. Utilizing a composite stability score, the report blends mathematical log-growth linearity ($R^2$), risk-adjusted performance statistics (Sharpe, Sortino), and drawdown insulation properties against a market benchmark. It serves as an analytics tool for asset allocators and conservative investors seeking resilient growth options.
A quantitative data screening report tracking large-scale open-market operations by corporate executives, board members, and major institutional stakeholders. The report aggregates high-value transaction histories, categorizes liquidity sentiment (bullish buying vs. bearish selling blocks), and runs programmatic cluster scans to capture high-conviction simultaneous purchases by multiple company insiders. It is designed as an investigative surveillance filter for equity research analysts and directional stock traders.
An automated individual equity research report delivering a detailed breakdown of a company's fundamental and technical health metrics. The analysis evaluates core financial indicators—including forward valuation multiples, margin profiles, and balance sheet risk metrics—alongside multi-timeframe RSI momentum comparisons and visual trend charting. Designed as a scalable screening tool to quickly establish bull and bear investment cases for specific large-cap equities.
Every sample above is one dated snapshot of something that keeps running. All three sit under Investments in the NexGen dashboard, rebuilt on their own schedule and downloadable the moment they are ready.
Point the multi-agent pipeline at any listed equity and read the whole run: news sentiment, fundamentals, the bull-versus-bear debate, the risk committee vote, and a rated decision with position sizing.
Run an analysisThe dip, surge and stable-growth screens behind Reports 02 to 04, run across the full tracked universe and rebuilt every night after the US close.
Open the suiteEvery S&P 500 insider transaction of $1M or more, read from SEC EDGAR the day it is filed and ranked by conviction, with clusters of executives buying together at the top.
Read the briefingThe dashboard sits behind a NexGen account sign in or create one to open these three, or request access below. The free Global Markets Report one screen for equities, rates, commodities and FX sits further down the same sidebar and needs no subscription.
See it in action
Open-source tools from the same quantitative stack that powers the reports above.
Arrange an introduction or request tailored access to our quantitative systems. Enter your details below, and our investment advisory team will contact you shortly.