With the rise of AI, traditional Quant Workflow is simply primitive. The traditional research workflow is increasingly inadequate in today’s data-rich environment. It often begins with a dataset containing hundreds of dimensions, where manually designing features is not only time-consuming but also inefficient. In contrast, AI-driven approaches leverage machine learning algorithms to automatically generate these … Continue reading Practical Problems in Quant Workflow in AI Era: QuantLib

With the rise of AI, traditional Quant Workflow is simply primitive. The traditional research workflow is increasingly inadequate in today’s data-rich environment. It often begins with a dataset containing hundreds of dimensions, where manually designing features is not only time-consuming but also inefficient. In contrast, AI-driven approaches leverage machine learning algorithms to automatically generate these … Continue reading Practical Problems in Quant Workflow in AI Era: Qlib

Quantum computing is on the brink of transforming global industries, much like the internet did in the late 20th century. Major corporations and governments are pouring billions into its development, with quantum technology expected to drive innovations in healthcare, finance, logistics, and cybersecurity. For example, quantum computers can dramatically speed up drug discovery by simulating … Continue reading Investing in Quantum Computing Stocks

What Carbon has been offering is essential: It Enhances LLM Applications Automation and Workflows: Facilitates task automation, such as summarizing reports or analyzing trends across datasets. Enterprise AI Search: Enables organizations to query their internal documents, emails, and reports through LLMs. Knowledge Management: Helps LLMs access company-specific data to answer questions accurately. How does Carbon … Continue reading How Does Carbon Connect Any Data Source to LLM?

Two years after the launch of ChatGPT, which completely revolutionized the way people work and reshaped the competitive AI landscape, large corporations in the United States are still struggling to systematically enable AI to learn from their proprietary databases and offer more effective services to their clients. Meanwhile, these companies continue to guard their core … Continue reading User Experience of Jupyter AI Extension Applied in Real Case

The Interactive Window in VS Code and IPython have several key differences: 1. Interface & Integration: VS Code Interactive: Integrated directly into VS Code editor Tighter integration with VS Code features (debugging, intellisense) Can run cells directly from Python files using #%% cell markers More visual/GUI oriented; IPython: Command-line based interface More lightweight and standalone Can be used without any GUI Often accessed through … Continue reading IPYTHON in Terminal Versus Interactive Window 

There are various strategies to apply AI on Risk Models. Anomaly Detection & Outlier Processing: class MLAnomalyDetection: def __init__(self): self.methods = { 'isolation_forest': { 'contamination': 0.1, 'use_case': 'Detect market stress periods' }, 'autoencoder': { 'architecture': 'deep_symmetric', 'use_case': 'Find unusual factor interactions' }, 'dbscan': { 'eps': 0.5, 'use_case': 'Cluster unusual return patterns' } } def detect_factor_anomalies(self, … Continue reading Apply AI on Risk Models

There are ten prominent providers of quantitative or risk models, each differing in their approaches and methodologies in terms of Coverage Asset classes Geographic regions Market segments Methodology Factor structure Estimation techniques Update frequency Integration Data sources Trading systems Portfolio management tools Special Features ESG integration Alternative data Machine learning capabilities Real-time analytics Support & … Continue reading Existing Quant or Risk Model Providers

 The compliance and regulatory module provides: Pre-trade Compliance Rule-based compliance checks Position limits monitoring Restricted securities handling Real-time validation Regulatory Reporting SEC filing generation Multi-regime support Filing calendar management Submission tracking ESG Compliance ESG constraint definition Portfolio-level monitoring Metric calculation Violation tracking Client Mandate Monitoring Mandate definition and tracking Constraint checking. Multi-client support Real-time monitoring … Continue reading Comprehensive Quant Workflow 8 Compliance and Regulatory

The operations integration module provides: Order Management System (OMS) Order submission and tracking Execution management Order status updates Integration with trading execution module Portfolio Management System (PMS) Position tracking Cash management P&L calculation Risk analytics integration Custodian Reconciliation Position comparison Break identification Automated reconciliation Break resolution tracking Settlement Processing Trade settlement tracking Cash movement processing … Continue reading Comprehensive Quant Workflow 7 Operation Integration