Hedge Funds & Multi-Strat

Move from market question to source-verified thesis faster.

Move from market question to source-verified thesis, portfolio implication, and risk view faster, without stitching together separate research, modeling, and portfolio tools.

The Massari Engine: One connected dataset across research, financials, earnings, Excel, AI, portfolios, risk, optimization, and reporting, with every number traceable to its source.
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The Problem & Painkillers

Your thesis is only as strong as the work behind it.

When market-moving news breaks or an earnings release drops, analysts lose hours reconciling segment restatements, re-bridging GAAP to non-GAAP numbers, and manually re-verifying claims across 10-Ks, audio calls, and standalone risk models.

Friction & Pain

Segment restatements and non-GAAP adjustments require manual reconciliation across past 10-K/10-Q filings.

Massari Painkiller

Source-linked financial statements across decades of filings with instant segment history and footnoted restatements linked to EDGAR.

Outcome: Zero time wasted calculating historical bridge adjustments.
Friction & Pain

Excel model feeds break, become stale, or rely on unverified numbers copied from third-party websites.

Massari Painkiller

Native =MASSARI.FIN() formulas with built-in audit panel connecting every cell to its filing source.

Outcome: Live institutional models with unbreakable source audit trails.
Friction & Pain

Single-stock investment ideas are evaluated in isolation from factor risk, ETF overlaps, and market positioning.

Massari Painkiller

Integrated portfolio factor risk decomposition, complete ETF look-through, and options dealer Gamma Exposure (GEX).

Outcome: Immediate visibility into position sizing and factor risk implications.
Friction & Pain

Earnings night creates repetitive, late-night model maintenance and manual transcript reading.

Massari Painkiller

AI earnings intelligence that surfaces key commentary deltas, tone shifts, and verbatim Q&A answers.

Outcome: Move from reported earnings to updated model and thesis in minutes.
Friction & Pain

Investment Committee memos require manually assembling charts, tables, and citations from 4 different platforms.

Massari Painkiller

One-click export of decision-ready memos where every table and figure retains its clickable audit link.

Outcome: Faster committee sign-off with 100% evidentiary defensibility.

The Massari Solution

Research the company. Understand the portfolio. Test the decision.

Massari replaces the fractured multi-tool stack with one continuous thread: from raw SEC filing discovery to dynamic financial modeling, portfolio risk stress-testing, and decision-ready output.

1

Search primary filings, earnings, and financial data

Query decades of primary SEC filings, recast segment financials, and verbatim transcripts simultaneously in plain language.

2

Verify figures and claims against the original source

Click any financial line item or AI extraction to view the exact highlighted sentence in the company's official 10-K or 10-Q filing.

3

Screen and value investment candidates

Screen across 19,000+ symbols and 160+ metrics using natural language, with auditable peer multiples and forward consensus estimates.

4

Pull live data directly into Excel models

Use =MASSARI.FIN() formulas to dynamically refresh institutional models without ever breaking link integrity.

5

See portfolio exposure, overlap, and factor risk

Deconstruct multi-asset portfolios with complete ETF look-through, factor risk attribution, and dealer gamma exposure.

6

Evaluate allocation trade-offs and scenarios

Backtest factor tilts, stress-test macroeconomic shocks, and evaluate risk parity vs mean-variance allocations.

7

Produce decision-ready research output

Export committee-ready tear sheets and investment memos with clickable source citations attached to every single number.


For Portfolio Managers

See what changed, why it matters, and what risk it creates.

Monitor live portfolio exposures, decompose factor risk, evaluate ETF look-through holdings, and stress-test trade allocations without switching between separate research terminals and risk systems.

Live portfolio factor risk decomposition & VaR analysis
Options market dealer positioning & Gamma Exposure (GEX) profiles
Complete ETF look-through overlap and thematic exposure tracking
Empirical quantitative backtesting and allocation robustness tests

Workflow Transformation

Before vs. After Massari

How the day-to-day workflow fundamentally shifts when every document, model, and portfolio calculation is connected to the source.

Workflow AreaLegacy Multi-Tool StackMassari Connected Workflow
Thesis DiscoverySearch PDF filings, listen to recordings, scrape web portals (4-6 hours)Instant plain-language search across decades of filings & verbatim transcripts (< 2 mins)
Data AuditabilityTrust aggregated black-box databases; manually hunt 10-K to verify numbersEvery number has a clickable link that opens the highlighted SEC filing source
Financial ModelingRe-key numbers manually or rely on fragile clipboard copy-pastingDynamic =MASSARI.FIN() Excel formulas backed by persistent audit trails
Risk & Portfolio ContextSeparate risk tool updated on T+1; single-stock ideas evaluated in isolationLive portfolio factor risk, ETF look-through, and GEX positioning in one workstation
Committee PreparationStitch together screenshots, CSVs, and disconnected charts into slide decksProduce decision-ready memos with verified citations in minutes

Product Proof

Engineered for Evidentiary Rigor

Every capability is built on primary financial disclosures with persistent source verification.

Deep Filing Archive

SEC Filings & Recast Financials

Complete historical financial statements, segment breakdowns, and footnoted disclosures linked to source EDGAR filings.

Verbatim Audio & Text

Earnings Intelligence

Interactive Q&A over conference call transcripts with speaker attribution and historical tone change tracking.

Citation-Backed

AI Document Search

Institutional AI that answers fundamental questions with numbered footnotes pointing directly to source sentences.

19,000+ Symbols

Natural-Language Screener

Screen across valuation multiples, growth rates, balance sheet health, and custom quantitative ratios.

Live Model Sync

Excel Integration

Institutional Excel add-in delivering live financial statements, metrics, and estimates into financial models.

Derivatives Intelligence

Gamma Exposure & Positioning

Track options dealer positioning, gamma flip levels, and market maker liquidity walls across single stocks and indices.

Factor & Tail Risk

Portfolio Risk & Decomposition

Stress-test allocations against macroeconomic regimes, track tracking error, and calculate multi-asset risk contributions.

AI Agent Native

MCP & Python Quant API

36 read-only MCP tools connecting Claude, ChatGPT, and Python quant scripts directly to the Massari dataset.

Export & Share

Decision-Ready Research Output

Generate client-ready and committee-ready memos where every chart and table retains its underlying source link.

Bring us one investment workflow.

Show us how your team currently researches a company, updates a model, or evaluates portfolio risk. We’ll show you how Massari handles it in one connected system.

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