01
Start with the mandate.
Define the target, time horizon, cash needs, risk guardrails, concentration rules, and policy constraints before the optimizer allocates capital.
Features
Serious portfolio work, built into one connected decision system.
Pulse Alpha Engine turns assumptions, live market data, risk controls, optimization, simulation, and AI interpretation into one clean decision flow.
Core workflow
Everything important stays attached to the run.
No spreadsheet handoff, no scattered watchlists, no after-the-fact story building. The setup, constraints, result, and rationale remain connected.
02
Shape the investable universe.
Add tickers, paste lists, refresh market data, compare history, and use momentum tools when the strategy calls for them.
03
Optimize inside real constraints.
The engine balances return path, drawdown pressure, liquidity, cash ceilings, position caps, and institutional policy settings.
04
Get a reusable decision record.
Every run can be reopened with its assumptions, charts, position reads, AI analysis, notes, and history intact.