Investment intelligence platform
ZinsCapital brings macro intelligence, investment research, systematic analytics and portfolio risk together for professional investors, with the method behind every number one click away.
Macro Regime. Classification, conviction, the runner-up regime and the exact condition that would change the call, with every input behind it one click away.
Connected investment intelligence
Most investment teams research the macro backdrop, the companies, the signals and the portfolio in separate tools, and reconcile them in a meeting. The conclusion of one step rarely reaches the next in a form that can be checked.
ZinsCapital keeps the four in one workspace. The regime read informs the screen; the screen feeds the valuation; the position is measured against the book it joins; and the conditions that would change the view are written down where they can be watched.
Establish the regime, the policy path and the liquidity backdrop before reading any single price.
Macro IntelligenceMove from the regime to sectors, companies and signals, with filings, valuation and crowding alongside.
Equity IntelligenceSize ideas against their historical distribution, their correlation to the book and the volatility surface.
Systematic IntelligenceMeasure what the book carries against its benchmark, stress it, and watch the conditions that would change the view.
Portfolio & RiskThe platform
Each pillar is a set of working modules in the terminal. What follows is what they compute, shown as they run.
Growth, inflation, policy and liquidity, captured on each release and combined into one regime view, with its conviction and the conditions that would change the call on screen.
Screen about 20,000 listings, open a company's statements and segment revenue as reported, re-run its valuation on your own assumptions, and follow the suppliers, customers and holders around it.
Trend-following across 70 futures markets, sector rotation, seasonality, positioning, conditional return distributions and the volatility surface. Each is shown with how it is built, how crowded it is, and how much history supports it.
Bring positions together, decompose risk against a benchmark into factor and security-specific parts, attribute returns, and test the book against historical and hypothetical scenarios.
Stress scenarios
RISK| Scenario | Shocks applied |
|---|---|
| 2020 COVID Crash | US equities -34% · Long Treasuries +8% · Gold -2% |
| 2022 Rate Hike Regime | US equities -19% · Long Treasuries -31% · Gold -1% |
| 2008 GFC | US equities -55% · Long Treasuries +25% · Gold +5% |
| +200bps Rate Shock | US equities -15% · Long Treasuries -20% · Gold -5% |
| Tech Selloff -30% | Nasdaq 100 -30% · US equities -18% · Long Treasuries +5% |
| USD Spike +10% | Emerging markets -15% · Gold -8% · Oil -10% |
| Soft Landing Rally | US equities +15% · Long Treasuries +8% · Gold -3% |
Every scenario runs against the whole book in one click, long and short positions included.
The workflow in practice
How a portfolio manager moves from one release to a decision about the book, module by module.
See the same question worked through with live data in CPI’s Hot. The Fed’s Having a Blinder.
The print
EIEconomic Indicators
CPI comes in above consensus. Put it against its own recent path and the same series for the other major economies, so you know whether it is a surprise or a trend.
The repricing
RFRate Forecast
Read the policy path the market now prices, meeting by meeting, against the path before the release.
The regime
MRMacro Regime
Check whether the inflation pillar moves enough to change the classification, and whether the stated invalidation condition has been met.
The opportunity set
SECTSector Rotation
Read sector over- and underweights under the current regime, with momentum and relative strength, then screen and value the names inside them.
The book
RISKRisk Dashboard
Run the portfolio through the +200 bp rate shock and the 2022 rate-regime scenario, and compare its VaR and expected shortfall with what it carried before the print.
The watch
ALRTAlerts
Write down what would change the conclusion, a regime change or a drawdown limit, as rules the terminal evaluates.
Who it is for
Macro, long/short and systematic desks that need the regime, the read-across and the crowding in one place.
How hedge funds use itResearch and allocation teams that need point-in-time macro inputs and benchmark-relative risk.
How asset managers use itSmall investment teams that need institutional research coverage without a room full of terminals.
How family offices use itFilings, segment data, relationships and macro series that can be traced back to their source.
How research analysts use itIndividual professionals can also use the platform. Individual access
Research and insights
Market reads, macro frameworks and investment analysis from Felix Zinsmeyer, published on the ZinsCapital research letter.
September’s inflation print, a housing problem nobody can hike into submission, and the trade I’d rather watch than the headline.
A sequel to the Hormuz Plays
The Picks and Shovels nobody reads about
Data and methodology
Macro, central-bank, company, positioning and market data across every major asset class, combined with ZinsCapital's own models and kept point-in-time.
Request a demo
Bring a release, a company, a position or a portfolio. We run it through the platform with you, so you see exactly how it fits your process before deciding anything.