Use Cases

How funds, wealth firms, smart retail traders & investors, and quant teams use Hedgtrade to research, explain, and operationalize decisions. Filter by objective below.

Who we serve

Hedge Funds & AMs, Smart Retail Traders & Investors, Wealth & FOs Sell‑Side Research Prop & Quant Desks Advisors

Deterministic risk signals, quant models and explainable context — delivered in dashboards, API, and Trader GPT.

Risk Signal Research for Alpha Generation & Drawdown Reduction

AI driven quant research with 46+ quant models per instrument. Investigate factor drivers with explainability.

  • For: Hedge funds, smart retail traders & investors, quant pods, research leads
  • Outcome: Faster shortlists; repeatable alpha discovery

Hedging Overlay & Rebalance Support

Use directional risk signals and other edges to size hedges and schedule rebalances with alerting.

  • For: Portfolio managers, risk leads
  • Outcome: More systematic overlays; reduced discretionary drift
  • Deliverables: Hedge sizing notes, alert rules, exportable playbooks

Investment Committee Narratives

Pair explainable drivers with recent context so committees can audit the rationale behind risk signals and changes, and generate Alpha the right way.

  • For: IC chairs, CIO, wealth teams
  • Outcome: Faster reviews, clearer documentation, fully explainable
  • Deliverables: daily & weekly reports, IC PDF reprts, etc

Advisor & Client Reporting

Generate consistent, data‑backed summaries for advisors and end‑clients with history and quant driven charts.

  • For: Advisors, wealth operations, content teams
  • Outcome: Fewer ad‑hoc requests; consistent messaging
  • Deliverables: Weekly & daily summaries, one‑pagers, exports & APIs

Automation with Trader GPT - not just another chatbot...

Use the conversational layer to ask for trade setups, checklists, or comparisons under your investment and trading guardrails.

  • For: PMs, analysts, advisors
  • Outcome: Faster prep; standardized checklists
Example prompts: “Compare US2000 vs SPY on 1D & 1W with seasonality drivers.”

Deep Dives

Portfolio Overlay Playbook

  1. Pull 1D/1W trend signals + confidence for your benchmark & hedge instruments
  2. Check model biases around key dates (e.g., month‑end, CPI weeks)
  3. Size overlays with guardrails (max % DV01 / beta exposure)
  4. Set emao; alerts for risk signal flips and thresholds

IC Packet Builder

  1. Fetch latest daily & weekly signals for your holdings
  2. Append explainability drivers & recent context
  3. Export to PDF (or HTML, TXT) and drop into your deck

Try these use cases with your tickers

Request a live demo or start a 7‑day trial. We can preload your universe and example workflows.
© Hedgtrade 2025
Use cases for institutional audiences. No personal data processed; research outputs only.

DISCLAIMER
Hedgtrade provides market intelligence and analytical tools for informational purposes only. We do not execute trades or provide personalized investment advice. All users are responsible for their own trading decisions and must comply with applicable regulations in their jurisdiction.