Introducing Quant: The AI stock trader in your spreadsheet

Eoin McMillan -

The Bloomberg Terminal Killer?

We just dropped something pretty wild called Quant. You know those Bloomberg Terminals that hedge fund managers use—the ones that cost $25K/year? Now you can basically have the same thing, but in a spreadsheet you actually know how to use.

Why Should You Care?

Until now, if you wanted to invest like the pros, you were pretty much out of luck. The fancy analysis tools? Only for Wall Street. The real-time market data? Not for you. The AI that actually knows what it's talking about? Forget about it.

Not anymore.

This brings genuine institutional-grade sophistication to a spreadsheet interface—minus the six-figure price tag. The democratization moment we've been waiting for.

What Can Quant Actually Do?

Here's where it gets cool. Sourcetable Quant can:

  • Connect to your Robinhood, Coinbase, or Fidelity accounts (yes, for real trades)
  • Analyze stocks and crypto (24/7 for crypto because it never sleeps)
  • Build actual trading strategies like Ray Dalio (the billionaire hedge fund guy)
  • Show you what'll happen to your money in different market scenarios
  • Has over 600 professional tools built right in
  • Connects to 1,000+ data sources (all the market info you could ever want)
  • Works with 200+ crypto exchanges
  • Uses AI that doesn't make stuff up (finally!)

The "Holy Grail" Thing

You know how they say don't put all your eggs in one basket? Ray Dalio figured out you need like 15 different baskets that don't all fall at the same time. Sourcetable Quant can build that for you. In around 1 minute.

Now let's get into the technical details...

The Technical Arsenal

Sourcetable Quant isn't just another investing app with pretty charts. It's a complete quantitative analysis platform with 20+ specialized analyst tools working together:

Factor Analysis That Actually Works

The FactorAnalyst runs academic-grade multi-factor models on your picks. We're talking:

  • Value factors (P/E, P/B, P/S ratios against sector benchmarks)
  • Momentum analysis (1M, 3M, 12M returns with weighted scoring)
  • Quality metrics (ROE, ROA, debt ratios, margin decomposition)
  • Size and volatility factors with alpha/beta calculations vs benchmarks

It's Fama-French factor models, but you don't need a PhD to use them.

Ray Dalio's Holy Grail, Automated

The CorrelationAnalyst implements Ray Dalio's famous "Holy Grail" portfolio construction—finding 15+ uncorrelated return streams to maximize diversification. Rolling correlation analysis, pairs trading identification, risk scenario modeling. The kind of stuff that took Bridgewater decades to perfect, running in real-time on your portfolio.

Geopolitical Risk Assessment

Here's something most platforms ignore: the GeopoliticalAnalyst tracks conflicts, trade wars, elections, sanctions, and policy changes across regions. It assesses your portfolio's exposure to these risks and suggests hedging strategies. Because your tech stocks care a lot about US-China relations, whether you're tracking it or not.

Real Backtesting

The Backtester runs actual AI hedge fund simulations over historical periods. Multi-analyst integration, transaction cost modeling, margin trading simulation. You can test strategies with low/medium/high risk profiles and see real performance metrics—Sharpe ratios, Sortino ratios, maximum drawdown, the works.

The Data Infrastructure

This is where it gets interesting. Sourcetable Quant connects to 500+ financial data APIs across 31 providers:

Market Data: Alpha Vantage, Bloomberg, FactSet, S&P Capital IQ, Refinitiv
Economic Data: FRED, OECD, World Bank, IMF, EconDB
Broker Integration: Robinhood, Coinbase, Fidelity (with actual trade execution)
News & Sentiment: Benzinga, NewsAPI, Seeking Alpha
Options & Derivatives: CBOE, Deribit, Tradier

It's basically every data source professional analysts pay thousands for, unified in one platform.

Technical Analysis Suite

The TechnicalAnalyst runs composite signal generation across:

  • Moving averages (SMA20/50/200 with crossover detection)
  • RSI with overbought/oversold thresholds
  • MACD signal line crossovers
  • Bollinger Bands squeeze/expansion analysis
  • Volume surge detection and trend confirmation

All weighted and combined into actionable signals with confidence scores.

Sentiment & News Analysis

The SentimentAnalyst aggregates news from multiple sources, runs NLP-based sentiment classification, and generates confidence metrics based on sentiment distribution. Plus the InsiderTradingAnalyst tracks executive and director trading patterns—because following the smart money is still one of the best strategies.

Risk Management Like the Pros

Amateur platforms give you basic stop-losses. Sourcetable Quant gives you:

Monte Carlo Simulations - Thousands of probabilistic portfolio outcomes across different time horizons
Stress Testing - Historical scenario modeling (2008 crash, COVID, dot-com bubble, Black Monday)
VaR Calculations - 95% confidence Value at Risk with downside deviation analysis
Liquidity Analysis - Market impact estimation and execution timing optimization

The RiskManager does comprehensive volatility analysis, drawdown calculations, and position sizing recommendations. It's not about avoiding risk—it's about understanding and pricing it correctly.

The Execution Layer

Here's what separates this from other analysis tools: it actually executes trades. The TradeExecutionManager connects to Robinhood for real-world trading:

  • Stock trading (market hours + extended hours for limit orders)
  • Crypto trading (24/7, because crypto doesn't sleep)
  • Multiple order types (market, limit, stop-loss)
  • Fractional shares (minimum $1.00 investments)
  • Real-time position tracking
  • Pre-trade risk validation

Plus paper trading mode for testing strategies without real money at risk.

Built-In Risk Controls

  • Position size limits (max position percentages)
  • Sector concentration limits
  • Daily loss limits with automatic trading stops
  • Pattern Day Trader rule enforcement
  • Cash reserve requirements

The Security Angle

Andrew Grosser (co-founder and CTO) built machine learning systems for elite trading desks and created Australia's first quantum cryptograph. The platform uses patent-pending cryptographic credentialing for secure, private access to financial accounts. This isn't security theater—it's actual cryptographic protection.

The Investment Personality System

One of the more interesting features: the InvestorPersonality tool lets you analyze investments through different legendary investment frameworks:

  • Warren Buffett approach - Quality companies at reasonable prices with margin of safety calculations
  • Benjamin Graham methodology - Statistical bargain identification with intrinsic value modeling
  • Cathie Wood style - Innovation and disruption assessment focused on growth metrics
  • Bill Ackman tactics - Activist value investing with catalyst identification
  • Charlie Munger philosophy - Quality assessment and moat analysis

You can run comparative analysis across all these approaches and build consensus recommendations. It's like having a panel of legendary investors weighing in on your portfolio.

Why This Matters

The information asymmetry between institutional and retail investors has been massive. Hedge funds pay millions for data feeds, employ teams of quants, and use sophisticated risk management systems.

Sourcetable Quant is attempting something genuinely ambitious: leveling that playing field. The technical capabilities are legitimately professional-grade, the data sources are comprehensive, and the execution infrastructure is real.

The Python Integration

Here's a detail that matters: the platform integrates with hundreds of Python analysis packages. Any Python-based model can run directly within the platform. That means if you want to build custom strategies using pandas, numpy, scikit-learn, or any other library, you can. It's extensible in ways most retail platforms aren't.

The Spreadsheet Interface

And it all lives in a spreadsheet. Not some proprietary platform you need to learn. Not a clunky desktop app. A spreadsheet with AI that doesn't hallucinate (because it's pulling real data from real APIs) and professional-grade analysis tools built in.

Try now for free: sourcetable.com/quant