Portfolio Manager

Boost your Alpha, streamline your operations

  • Custom datasets Surface differentiated signals
  • Vendor feeds Managed end to end
  • Execution Optimized for cost, speed, and fill quality

ForeStrat gives portfolio managers the infrastructure to move faster on research and trade with confidence: ontology-mapped custom datasets, reliable vendor feed management, and execution optimization, put together within days.

Your edge

Better data and cleaner operations

Three integrated products, FinSight, DataStrat, and TradeStrat, designed to give independent managers the same infrastructure depth as their institutional counterparts.

FinSight

Self-service dataset intelligence that turns filings, broker research, and unstructured documents into ontology-mapped custom datasets your team can leverage.

Explore FinSight

DataStrat

Data infrastructure built for alpha with custom datasets, vendor management, and feature engineering.

Explore DataStrat

TradeStrat

Front-to-back trade operations with execution, middle office, and real-time risk.

Explore TradeStrat
Pedigree

Built by practitioners for the buy side

Institutional standards from Merrill Lynch, UBS, Morgan Stanley, and Schonfeld, without the nine-figure budget.

The core team of AI engineers and technologists have worked together in AI and fintech for more than a decade, delivering production systems for Citi, Credit Suisse, UBS, Morgan Stanley, and S&P Global.

Co-founder

Anand Chavan

  • 18+ years building quant data systems across fintech, hedge funds, and investment banking
  • Data architectures, NLP extraction, and production pipeline monitoring
  • Founded Foreseer, generative AI for complex data integration
Co-founder

Jacob Kaippallimalil

  • 30+ years in quant execution and electronic trading systems
  • Morgan Stanley: real-time market data infrastructure
  • Early Equity Trading Labs, OEMS builds and quant strategy platforms
Why ForeStrat

What changes when you partner with us

A direct comparison of what independent managers face today versus what ForeStrat delivers.

Capability area
Without ForeStrat
With ForeStrat
Alternative data sourcing
Manual, inconsistent, expensive vendor contracts
Custom datasets built and maintained by our team
Vendor feed management
Requires in-house data engineering headcount
Fully managed backfills, Quality Checks, and normalization
Trade execution infrastructure
Off-the-shelf OEMS with limited customization
Configurable OEMS tuned around your strategy, 10μs latency
Middle office coverage
Manual reconciliation, high error risk
AI automation with human operator backstop
Operational scalability
Hire-ahead-of-growth model, high fixed cost
Scales with AUM, no incremental headcount
Institutional expertise
Expensive point solutions and integrators
Embedded in the product

ForeStrat is not a software subscription. It is deployed infrastructure, DataStrat and TradeStrat running inside your environment, owned and operated by your team.

Data

Data differentiation for alpha

Institutional data stack managed end to end so your team stays on signal.

Custom datasets

  • Filings, PDFs, web, and alt sources structured via FinSight
  • EDGAR and niche signals delivered research-ready
  • Ontology-mapped and validated before use
Explore FinSight

Vendor feed management

  • Major and niche vendors connected with full Quality Checks
  • Backfills, normalization, and delivery handled
  • L3 exchange data across global markets

Cross-feed integration

  • Ontology and knowledge graph link across feeds
  • One coherent view for models and analysts

Feature extraction

  • Work directly with your team on alpha features
  • Shorter path from raw data to signal
Trade operations

Front-to-back trade operations

Institutional execution and middle office standards without building the team yourself.

Execution

  • ForeStrat OEMS or plug into your existing stack
  • ~10μs latency, multi-broker wheel, high fanout
  • Pre- and post-trade limits, compliance checks, and locates
  • TCA reporting and strategy-tuned workflows

Middle office

  • Corporate actions and event processing
  • Daily broker and custodian reconciliation
  • IBOR, live risk monitors, and P&L tracking
  • AI automation with experienced human backstop

Ready to upgrade your infrastructure?

Book a product walkthrough with our deployment team.

demo@forestrat.ai