quantOS· Platform
Individual Suite · /retail

Research a name with discipline.

Research tools, never advice. A self-serve workspace for independent researchers to scan watchlists, replay events, and keep a clean record.

See individual plansOpen web workspace

Four Focused Surfaces

Built for independent research.

Separate from the institutional fund OS, with no trade structuring or investment recommendations.

  • 01 · Watchlist Scanner

    See if your watchlist is really diversified

    /retail/scanner
    Northfield ResearchSample data

    Watchlist crowding & diversifier scan

    Research tools, never advice

    See whether ten tickers on your watchlist are really ten independent ideas—or the same factor bet repeated.

    Scanner. Audit a basket of tickers for factor crowding and correlation clusters.
  • 02 · Events Replay

    Study how a name reacted to past catalysts

    /retail/events
    Northfield ResearchSample data

    Historical earnings & macro replay

    Event history

    Inspect how a stock or watchlist behaved around past earnings releases, guidance revisions, and macro shocks.

    Events. Replay historical earnings windows, guidance revisions, and macro shocks.
  • 03 · Single-Name Tearsheet

    Compile a clean research dossier

    /retail/tearsheet
    Northfield ResearchSample data

    Single-name research dossier

    PDF export

    Factor exposure, historical valuation band, and SEC 13F and insider filings in one clean two-page note.

    Tearsheet. Factor profile, valuation band context, and SEC filings with no trade structuring.
  • 04 · Connect CSV & Keys

    Bring your own series or provider key

    /retail/connect
    Northfield ResearchSample data

    Bring your own CSV or data key

    Web workspace

    Upload your own price series or connect a market data key across the individual workspace.

    Connect. Upload custom CSV price series or connect your own data key in the web workspace.