Portfolio intelligence beyond basic dashboards

QuantMesh

See your portfolio like a quant desk: performance, risk, exposure, and behavior — in one clean analytical view.

Built for investors who think quantitatively and want decision-ready diagnostics beyond holdings, P&L, and surface-level charts. Run locally via Docker, explore the demo media, and review the analytical modules.

Explore the demo Request early access Run locally via Docker

View the open-source Docker repo

Portfolio Analytics

CAGR/XIRR, rolling returns, attribution, and allocation diagnostics

Risk Analytics

Volatility, drawdowns, Sharpe/Sortino, beta, and concentration risk

Quant Intelligence

Factor-based diagnostics, ranking systems, and explainable portfolio signals

Built for data-driven investing

Built for serious analysis

QuantMesh is designed for people who care about risk-adjusted performance, portfolio structure, and repeatable process — not tips, hype, or noise.

Quant Traders

Portfolio-level diagnostics and exposure control.

Systematic Investors

Repeatable measurement across regimes and timeframes.

Portfolio Analysts

Attribution, allocation efficiency, and risk decomposition.

Research-Driven Investors

Evidence-led decisions over price watching.

Advanced Retail Investors

Institutional-style metrics in a clean workspace.

Why QuantMesh?

From what happened to why it happened

Most broker dashboards stop at holdings, P&L, basic charts, and isolated metrics. QuantMesh is built for the next question: why did the portfolio behave this way, what risks drove that outcome, and how efficient is the allocation behind it?

Measure risk-adjusted performance instead of relying on raw returns alone.

Evaluate allocation intelligence, concentration, and diversification quality.

Study factor behavior and portfolio exposures across different conditions.

Analyze rolling returns and drawdowns to understand consistency through time.

Use multidimensional diagnostics to support research, review, and better portfolio decisions.

Risk-Adjusted Performance

Sharpe, Sortino, and return quality instead of simple gain/loss snapshots.

Allocation Intelligence

Concentration, balance, and portfolio construction efficiency in one view.

Factor Behavior

A clearer read on the exposures influencing portfolio outcomes.

Rolling Diagnostics

Time-window analysis for persistence, drift, and changing risk behavior.

Portfolio Diagnostics

A multidimensional evaluation layer that turns portfolio data into decision-ready context.

Become a founding user Explore the demo

How QuantMesh thinks

A structured analytical flow

QuantMesh is not built as a collection of disconnected widgets. It follows a portfolio intelligence workflow that moves from raw holdings to interpretable, decision-ready insight.

Stage 01

Portfolio Holdings

Positions, weights, and starting structure.

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Stage 02

Risk Analytics

Volatility, drawdowns, beta, and return quality.

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Stage 03

Factor Analysis

Behavior, sensitivity, and exposure context.

Stage 04

Diagnostics

Allocation efficiency, consistency, and stress points.

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Stage 05

Quant Intelligence

Comparison, ranking, and interpretation layers.

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Stage 06

Decision-Ready Insight

A cleaner basis for review, refinement, and action.

A measured workflow from portfolio inputs to interpretable analytical output.

From raw holdings to decision-ready insight

Connect. Measure. Understand.

QuantMesh is built for quant traders, systematic investors, and research-driven portfolio builders who want a clean view of performance, risk, exposure, and behavior — without living inside spreadsheets.

Step 01 Portfolio → Data

Connect your portfolio

Pull holdings via Zerodha’s Kite Connect / MCP and convert it into a dataset you can actually reason about.

Run locally with Docker

Clean dashboards, not clutter

Step 02 Data → Metrics

Measure performance + risk

Go beyond P&L. QuantMesh surfaces the stuff that changes decisions: drawdowns, volatility, beta, and risk-adjusted returns.

Multi-timeframe analytics

Charts that explain, not just display

Step 03 Metrics → Insight

Understand the “so what”

The goal isn’t more charts. It’s context — why your portfolio behaves the way it does, and what’s actually driving outcomes.

Behavior + portfolio insight

Designed for learning, not advice

Explore the demo Request early access

QuantMesh is an analytics and learning initiative — not a trading or advisory product.

Product Demo

A quick look at the dashboards, tables, and analytics views that turn portfolio data into interpretable context.

Installation Video

Demo Video

Download clip

Local playback works best in Safari and modern desktop browsers.

Market Quotes

Download clip

A quick walkthrough of quotes and instrument search.

Key Analytics Screens

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Each view is designed to answer a concrete analytical question: what risk is concentrated, which exposures are driving outcomes, and where the portfolio may be less efficient than it appears on the surface.

Screenshot date note: captured during the first week of September 2025.

Factor Dashboard

Understand which factor exposures are shaping returns so you can review whether performance is skill, tilt, or concentration.

Risk vs Returns

Compare holdings on a risk-adjusted basis to decide whether return is being earned efficiently or expensively.

Beta Analysis

Measure market sensitivity and exposure drift to decide whether the portfolio is carrying more systematic risk than intended.

Multi-Dimensional Analysis

Evaluate performance, risk, and quality together so portfolio decisions are not based on isolated metrics.

Efficient Frontier

Visualize risk/return trade-offs to judge whether current allocation sits near a more efficient portfolio configuration.

Screenshots

Click to enlarge

Screenshot date note: captured during the first week of September 2025.

Get Started

QuantMesh runs locally via Docker. The easiest path is “copy/paste and run”, with OS-specific commands below.

1) Install Docker Desktop

Docker Desktop includes Docker Compose and gives you a simple UI to see containers running.

Download Docker Desktop

2) Download QuantMesh-Docker

Use Git (recommended) or download the ZIP directly.

Open GitHub repo Download ZIP

3) Run the setup script

The setup scripts auto-detect your platform and select the right Compose configuration.

View feature breakdown

Quick Start Commands

Pick your OS and run the commands in a terminal.

Clone + setup

Open the app

Open http://localhost in your browser

If you see a Docker permission/daemon error, start Docker Desktop first and re-run the setup.

Read full setup guide Get help / report issue

Contact QuantMesh

Questions about setup, troubleshooting, or features? Send a message.