Modeling & Analysis

Write a deep investment analysis report from a company name, pitch or founder notes

Run a deep stock analysis with valuation models and a styled HTML report

Score a stock through a panel of 66 investor styles and report their votes

Analyze A-share, Hong Kong and US stocks with deep research and HTML reports

Run DCF models, ratio analysis and financial statement reviews for companies

Pull broker research reports and compare what institutions say about a stock

Draft investor deal and IC memos from existing diligence materials

Stress test financial model assumptions and find what breaks in a forecast

Compare training and inference cost, ROI and break-even against frontier APIs

Model startup economics with TAM, SAM, SOM, burn rate and runway

Build, backtest and rebalance stock portfolios with Mean-CVaR and cuOpt

Model cap table dilution, SAFE conversion and exit waterfalls by scenario

Itemize state-specific closing costs for refinance loans in 10 states

Run DCF, runway and SaaS LTV and CAC models for startup valuation

Score a startup with a weighted, reproducible screen and audit trail

Evaluate a startup or pitch and give a reasoned investment assessment

Generate a stock earnings and valuation snapshot with analyst positioning

Score concentration and volatility risk for a stock portfolio or sector mix

Estimate intrinsic value with DCF, peer multiples and sum-of-the-parts models

Build a pre-earnings briefing with consensus estimates, track record and ratings

Analyze analyst EPS and revenue estimates, revision trends and estimate dispersion

Analyze how private SaaS ARR multiples changed across funding rounds and why

Find correlated peers and measure beta and spreads between stocks from price history

Split strategy returns into baseline exposure and true residual edge with OLS

Analyze a US stock's fundamentals, technicals and valuation and write a report

Run annual budgets, rolling forecasts and variance analysis against plan

Compare investment proposals using hurdle rates, payback and appraisal

Weigh debt against equity and map the covenants financing will require

Run planning, unit economics, cash and runway for financial decisions

Build and stress-test financial models with drivers and sensitivity tables

Screen acquisition targets, frame valuation and plan diligence and integration

Forecast cash, extend runway and manage working capital and currency exposure

Check whether each customer or unit makes money, using payback and LTV

Search SEC EDGAR filings, insider trades and XBRL data from the command line

Search LoopNet commercial listings and track price cuts, days on market and cap rates

Draft pitch decks, one-pagers and investor memos that stay consistent across materials

Forecast lab budgets with explicit assumptions across grants and spending

Build 3 to 5 year startup financial projections with cash flow and scenarios

Build startup financial models with burn rate, runway and cash flow forecasts

Work out unit economics, break-even, margins and cash needed before launch

Train and batch-infer Qlib models, backtest portfolios and export PDF research reports

Run day-to-day QuantMind operations like model training, data sync and news analysis

Pull financials, prices, analyst estimates and news sentiment from Bigdata.com

Collect real US company market data and financials from yfinance as JSON

Route finance requests to the right data specialist for US, A-share or research

Navigate fundraising from bootstrapping and VC choices to a Series A or exit

Size risky bets with the Kelly criterion and turn them into a capped action plan

Calculate Amazon seller profit margins, break-even points and pricing with FBA fees

Calculate Shopify store margins after ad spend, CAC, payment fees and 3PL costs