Systematic equity signals for professional portfolio workflows

Helix delivers daily long/short research, portfolio targets and risk-state outputs as structured JSON for wealth managers, discretionary fund managers, multi-family offices and investment teams.

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How we’re built.

Built from rules-based equity research, balance-sheet analysis and mechanical risk controls. Delivered without custody or execution authority.

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Executive value proposition
Repeatable equity research

A rules-based process evaluates company quality, balance-sheet resilience, valuation, factor support and market conditions, helping professional teams apply a consistent research framework across listed equities.

Portfolio-aware risk outputs
Helix produces portfolio-level signals covering exposure, hedge state, cash state, concentration and downside conditions, so teams can assess risk alongside security-level research.

Integration-ready delivery

Outputs are designed for delivery through structured JSON and can be reviewed or consumed within an existing research, portfolio-management or model-portfolio workflow. Helix does not take custody of client assets or execution authority.

How it works.

One systematic research engine. Two delivery experiences.

The institutional experience provides daily long/short research, portfolio targets, hedging state and CPPI risk-state outputs for professional workflows.

The retail experience provides a weekly long-only research signal, portfolio views and educational commentary through the Helix research portal and paid Substack.

Institutional products are designed for firms with their own investment, portfolio or technology workflow. Retail research is designed for individual investors who want to follow a non-personalised systematic model.