Platform Modules

See Beyond the
Prices or Charts

Don’t just track your portfolio — understand it. QuantMesh is organized as analytical modules: portfolio analytics, risk analytics, quant intelligence, and a visualization layer — designed for serious, research-driven investors.

Legend: Roadmap = marked as roadmap-only

Screenshot date note: all screenshots on this page were captured during the first week of September 2025.

A Modular Analytical Platform

QuantMesh is organized as a set of analytical layers that move from portfolio measurement to risk evaluation, comparative research, visualization, and future explainable intelligence.

Module 01

Portfolio Intelligence

The performance understanding layer. QuantMesh helps you read portfolio behavior across holdings, allocations, and timeframes so returns can be interpreted in context rather than in isolation.

Core Components

  • Portfolio Attribution
  • Allocation Tracking
  • Rolling Returns

Measurement Layer

  • CAGR
  • XIRR
  • Holdings Analytics

Built to answer: how is the portfolio performing, what is contributing most, and how stable is that behavior through time?

Module 02

Risk Diagnostics

The risk evaluation layer. This module turns portfolio volatility and downside behavior into measurable diagnostics so investors can judge return quality, not just return magnitude.

Core Diagnostics

  • Volatility
  • Sharpe Ratio
  • Sortino Ratio

Portfolio Risk View

  • Drawdown Analysis
  • Beta Exposure
  • Concentration checks

Built to answer: how much risk is being taken, how well is that risk being compensated, and where are the fragile points in the portfolio?

Module 03

Quant Research Layer

The comparative intelligence layer. QuantMesh uses structured scoring and factor-oriented evaluation to help investors compare holdings and portfolios on multiple dimensions at once.

Comparative Frameworks

Composite Scoring
Ranking Systems
Factor-Based Evaluation
Comparative Portfolio Analysis

Research Use

Cross-check performance, risk, and exposure in one analytical frame.
Support portfolio review with multidimensional rather than single-metric judgment.

Module 04

Visual Analytics

The interpretation layer. Visuals in QuantMesh are meant to clarify structure, trade-offs, and behavior, giving analytical depth a cleaner interface rather than adding decorative complexity.

Core Views

Efficient Frontier
Allocation Diagnostics
Comparative Visualization
Rolling Analytics

Why It Matters

Make concentration, efficiency, and consistency easier to see and compare.
Turn dense analytics into a readable portfolio review workflow.

Future Intelligence Layer Roadmap

A future roadmap layer for AI-assisted portfolio interpretation, explainable research workflows, and analytics augmentation. It is intended to help interpret diagnostics, not replace disciplined analysis.

Request early access

AI-Assisted Interpretation

Explainable summaries over portfolio diagnostics and changes.

Research Workflows

Structured prompts for reviewing holdings, exposures, and portfolio shifts.

Insight Augmentation

Portfolio-first explanations grounded in measurable analytics rather than hype.

Want to Run
QuantMesh?

Run QuantMesh locally via Docker and explore the modules.

Run locally via Docker