The Quantimi Workspace

Trade with the same map the institutions use.

Fundamentals tell you what to buy. Smart money and macro tell you when. The Workspace puts both in front of you — in your browser, without the six-figure price tag.

AAPL US
SPX 6412 +0.4% NDX 23110 +0.6% MSFT 438.2 +0.4% NVDA 131.0 −2.9% VIX 20.8 +18% 10Y 4.21% SPX 6412 +0.4% NDX 23110 +0.6% MSFT 438.2 +0.4% NVDA 131.0 −2.9% VIX 20.8 +18% 10Y 4.21%
16:00 EST
Apple Inc.
255.78
▲ +2.14 +0.84%
Mkt open · 48.2M vol
Valuation ladder — price vs the levels that matter · ▲ trading rich
52w low169.21
DCF fair196.90
St. target242.23
Current255.78
52w high260.10
Mkt cap3.51T P/E · fwd30.9/ 27.4 β 5y1.19 Div yield0.50% Next earningsJul 3121d
▶Price · Relative1Y · vs SPX
260230200170 VOL
▶Conviction
D
Value38 · rich
A+
Quality90 · elite
C
Growth55 · steady
A−
Health80 · strong
B
Momentum64 · firm
ReadElite franchise, priced for it.
▶Fundamental trends5Y · CAGR
Revenue
391B +8%
Gross margin
46.2% +3pt
Free cash flow
108B +7%
EPS ttm
8.28 +11%
ROIC
54.9% +9pt

Illustrative data

Equity Research

Institutional-grade company analysis

Everything you need to underwrite a stock, without juggling ten browser tabs. The company workspace combines fundamentals, street expectations, ownership, and quantitative context in a single dense view.

  • Valuation panel with historical multiples, peer-relative ranges, and analyst target prices
  • Earnings estimates, revision momentum, and surprise history quarter by quarter
  • Credit and debt analysis: maturity walls, leverage trends, and interest coverage
  • Institutional activity from 13F filings — who is accumulating, who is exiting
  • Sector and peer factor comparison to see how a name really screens
  • Quantitative and technical analysis panels with 200+ indicators
▶Convictiongrades · quintiles
D
Value
38 · rich
A+
Quality
90 · elite
C
Growth
55 · steady
A−
Health
80 · strong
B
Momentum
64 · firm
Risk — β regression vs SPX5Y weekly
−4 +4 +4 −4 SPX wk % AAPL wk %
β 1.19 α −0.5%/yr R² 50% ρ 0.71
vs sector medianTechnology · n=64
P/E
+28%
30.9
FCF yield
−26%
3.1%
Net margin
+122%
25.6%
ROE
+180%
150%
Rev growth
+2%
8.0%
Moves 1.19× the market; premium multiple, elite margins — over/under is a shape, not a table.

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Smart Money

Follow the people with an edge

Insiders, members of Congress and the largest funds all have to disclose what they trade. The Workspace collects those filings as they are published and ties them to the tickers you follow.

  • Congressional trading disclosures, by member, ticker and size
  • Insider buys and sells from Form 4 filings, with cluster detection
  • Quarterly 13F changes: which funds are building or cutting positions
  • Daily short volume to spot names under pressure
▶Smart money · latest filingsCongress · Form 4 · 13F
Oct 02 CONGRESS NVDA Buy $250K–500K
Oct 01 INSIDER AAPL Sell $12.4M
Sep 30 13F MSFT +18% stake $2.1B
Sep 30 INSIDER JPM Buy $3.0M
Sep 27 CONGRESS LMT Sell $50K–100K
Short volume · % of daily volumeFINRA
TSLA
48%
NVDA
41%
AAPL
35%
Insider selling into strength at AAPL while Congress adds NVDA — filings, not headlines.

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Screener & Alerts

Find the next idea, then let it find you

Screen the whole market on the metrics that matter, save the screen, and let the Workspace tell you when something changes instead of checking every morning.

  • Multi-factor screens on valuation, quality, growth and momentum
  • Estimate revision filters to catch upgrades before the price does
  • Saved screens with alerts when a name enters or leaves the list
  • Price and metric alerts on any ticker in your watchlist
▶Screener · quality + revisionsUS large cap · 5 of 38
TickerP/E fwdROEEPS rev 3MGrade
AVGO 29.4 38% +6.2% A
META 24.1 34% +4.8% A
COST 48.7 31% +1.9% B+
LLY 52.3 62% +3.4% B+
ADBE 21.8 35% −0.7% C
Filters: ROE > 25%, positive estimate revisions, grade ≥ B. Alert when a name enters or leaves the list.
Universe1,482 Matches38 Alerts3 new

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Derivatives

Options analytics and simulation

Design trades with the same tooling a derivatives desk uses: visual strategy construction, live surface data, and probabilistic outcomes instead of guesswork.

  • Multi-leg strategy builder with interactive payoff diagrams
  • 3D volatility surface across strikes and expirations
  • Monte Carlo price simulation for probability-weighted outcomes
  • Greeks and breakeven analysis for every structure you build
▶Strategy · Bull call spreadAAPL · 45 DTE
250 C +1 270 C −1 B/E 255.90 max +$1,410 max −$590
Δ delta+0.31 Θ theta−4.2/d Vega+12.8 P(profit)54% IV rank62

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Macro & Rates

The macro picture, always in view

Single names do not trade in a vacuum. The macro monitor keeps rates, policy, and the economic calendar one keystroke away from any ticker.

  • FRED economic data hub with curated indicator dashboards
  • Full Treasury curve with rate strips and historical context
  • Central bank policy tracker and upcoming meeting calendar
  • Economic releases: today’s prints and the week ahead
  • FX rates and cross-market dashboards
▶Rates · Treasury curvetoday vs 1Y ago
5.0%4.0% 3M2Y5Y10Y30Y – – 1Y ago
Fed funds4.25–4.50 2s10s+34bp CPI yoy2.6% Next FOMCJul 2911d
Curve has re-steepened vs last year: the front end priced for cuts, the long end holding — the regime shift in one line.

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News Intelligence

News that knows your portfolio

An AI pipeline ingests market news, analyzes it, and connects it to tickers and themes with vector-based semantic search — so the headlines you see are the ones that matter to your positions.

  • AI-scored headlines connected to your watchlist
  • Semantic search across the full news archive, not just keyword matching
  • Global market overview with curated feeds by asset class
▶News · Ranked for your bookAI-scored · semantic
2h RTRS Apple expands India assembly ahead of iPhone 17 cycle 92
4h BBG Gold ETF inflows hit 14-month high as positioning stretches 88
6h BBG Services revenue seen topping $100B run-rate this year 84
1d WSJ EU opens follow-up probe into App Store steering rules 71
1d FT Insiders step up buying in regional banks after earnings 66
Score = relevance to your watchlist and themes, not clicks — signal ranked above noise.

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Frequently asked questions

What is the Quantimi Workspace? ▶

The Quantimi Workspace is a browser-based market analytics platform that brings institutional-grade tools to active investors: deep equity research, congressional, insider and 13F activity, a multi-factor screener with alerts, an options strategy builder with volatility surfaces, and macro data from FRED and the Treasury market — all in one Bloomberg-style interface.

What markets and data does the Workspace cover? ▶

The Workspace covers US equities with full fundamental, valuation, and ownership data; congressional and insider trading disclosures, 13F filings and daily short volume; listed options with strategy building and volatility analytics; FX rates; and macroeconomic data including FRED series, Treasury yields, and central bank policy.

How is this different from a Bloomberg Terminal? ▶

Bloomberg is built for institutional desks and priced accordingly. The Quantimi Workspace focuses on the workflows that actually generate ideas for active investors — valuation, smart money, screening, and options — in a fast web interface at a fraction of the cost, with no dedicated hardware or contracts.

What is smart money tracking? ▶

Corporate insiders, members of Congress and large funds are required to disclose their trades: insiders through Form 4 filings, Congress through periodic transaction reports, and funds above $100M through quarterly 13F filings. The Workspace collects these disclosures as they are published, so you can see who is buying or selling the names you follow.

Can I get alerts instead of checking every day? ▶

Yes. Save any screen and the Workspace alerts you when a stock enters or leaves it. You can also set price and metric alerts on any ticker in your watchlist.

How often is the data updated? ▶

Insider and congressional filings appear as they are published, and 13F holdings update each quarter. Market prices, macro series, and news update continuously throughout the trading day.

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