Workflow Tour

Version the data

A dataset the account already holds, plus the as-of date you mean.

  1. Step 01

    Open View

    View is the dataset registry and the point-in-time universe builder.

    /portal/view
    Northfield ResearchSample data

    US Equities Point-in-Time Package · v3

    Cleaned and fingerprinted before any backtest or memo can cite it.

    Verified · sha256:9f4c…e821

    Version history

    v1 → v2 → v3

    Delisted names

    Retained in historical window

    As-of boundary

    Locked per study

    Dataset. A version and a hash. Loading lines on the page are not a checklist of controls.
  2. Step 02

    Build the universe

    Point-in-time membership is built from the registry, not from a live screen.

    /portal/view
    Northfield ResearchSample data

    Constituent membership is reconstructed as of the date of the test, keeping delisted names in the sample.

    Point-in-time locked

    Active constituents

    Semiconductor & industrial supply chain names verified as of the test date.

    Historical exits retained

    Delisted and acquired names remain in prior windows to prevent survivorship bias.

    Universe. The builder keeps the as-of date on the universe.
  3. Step 03

    Connect a feed

    Connect stays on the rail. A feed is not a setting.

    /portal/data
    Northfield ResearchSample data
    Active feed

    Fund datasets & backstop

    Upload your own price and fundamental packages, with Yahoo Finance standing by when needed.

    Firm CLI sync

    Organization keys (ae_live_)

    Mint org-scoped keys so researchers can push and pull sealed studies from the terminal.

    Feed. Firm keys are minted here. Retail has no CLI.

What comes out: a versioned dataset with a hash, and a point-in-time universe.