Backtests where the compliance guard sits inside the loop, factor briefs computed on your data with validated statistics, and treasury policies that mirror the machine that executes them. Your keys stay yours; every live action stays yours to approve.
Every simulated order passes the Swiss private-investor guard before it fills: no leverage/derivatives/shorts, STK+CASH, 180-day FIFO holding, turnover ceiling with fresh-capital base, one-cent floor. Deterministic hash per run.
Tercile Welch tests and summary statistics from the SciPy-free kernel cross-validated to <1e-9 — computed on data you supply, returned with a research-not-advice label.
Profit-share sweeps, Pillar-3a routing, DCA cadence and guard invariants generated from live config — the document cannot drift from the engine.
We never hold client assets or credentials; live execution happens in your account under your approvals.
Every artifact carries the label; boundary memos are QC'd through the clique before delivery.
No leverage, no derivatives, no shorts, no ceiling-gaming: the guard refuses by construction.
| Service | Model | Price |
|---|---|---|
| Plan check (your existing order plan vs the guard) | one-off, 48 h | CHF 0 |
| Guarded backtest report (deterministic, hashed) | per study | CHF 600 |
| Factor brief on client-supplied data | per brief | CHF 900 |
| Treasury policy setup + sweep configuration | one-off | CHF 1,200 |
| Policy watch (monthly recompute + delta) | monthly, cancel monthly | CHF 100 |
All prices in CHF, excl. VAT where applicable. Swiss QR-bill, net 14 days. Backtests include the guard-violation ledger: blocked orders are reported with reasons, never silently dropped.
A named person replies within 1 business day. The checked plan returns within 48 hours of receiving your order list.
No. We deliver rule outcomes, computations and research briefs, labeled as such. Decisions, keys and approvals remain yours; the boundary is contractual (group Terms §7).
Each order in your supplied plan run through the Swiss guard: passes or blocked, with the exact rule and number behind each verdict. One page, no obligation.
No — custody and execution stay in your account. We build and verify the engine; your approvals move money. That separation is the product.
No margin/leverage, no derivatives, no short selling, stocks+cash only, 180-day FIFO minimum holding, trailing turnover ≤5× with fresh-capital base, order-frequency cap, one-cent floor and no ceiling.