🚧 ***Under development***

Table of Contents

  • Investment Approach

    • Investor Profile

    • Investment Objective

    • Modus Operandi

  • Investment Strategy

    • Investment Philosophy

    • Quantitative Investing

  • Investment System

    • Dashboard

    • Data Science Model

    • Quantitative Analysis

    • Technical Analysis

  • Capital Allocation Strategy

    • Risk Management

  • Subscription Service (coming soon)

    • Free Discord Pilot

  • Disclaimer

Investment Approach

Investor Profile

The AlphiQuant Dashboard is a Quantitative Investing & Algorithmic Trading educational resource geared towards HNW investors, family offices, private investment groups, and sophisticated investors with a similar mindset. These types of investors understand the importance of capital allocation and risk management strategies.

Investment Objective

The quant based system employs a strategic approach prioritizing low time preference and focuses on patiently building long term wealth. The system helps establish long term investment positions buy buying at opportune times while simultaneously position trading the same assets in attempts to capture significant price increases and avoid large drawdowns. Breakout trades are also executed when high probability opportunities present themselves.

Modus Operandi

Quantitative investing with laser focus on Ξxponential growth in the digital age ₿ased on financial data science attributed to network effects (NfX).

📐 Investing Edge Trifecta = Fundamental + Technical + Quantitative Analysis

🕵️‍♂️ Investigate Sector/Company/Asset

🔬 Research Technology & NfX

🧮 Calculate Data Science Model

💯 3C’s Confidence/Conviction/Congruence in Math

💹 Analyze Charts & Indicators

🧠 Structured Decision Making

😐 Stoic Trade Execution

🧐 Maintain Laser Focus

🏦 Employ Risk Management Principles (Asymmetric Risk/Reward Profile; Capital Preservation)

💼 Concentrate Portfolio 

🎯 Rule of 72 @ 36% (actually 41%) CAGR = 2 years to double money

Note: These are characteristics of successful quantitative UHNW investors.

Investment Strategy

Investment Philosophy

Combining Fundamental, Technical, and Quantitative analysis is an investing edge trifecta. AlphiQuant performs fundamental analysis to develop a thesis regarding the asset and then relies upon an emotionless mathematical system that is comprised of technical and quantitative metrics. Price action is paramount and the system is implemented with conviction, discipline, and an unbiased perspective.

Quantitative Investing

Quant investing utilizes data, information, and mathematical models to develop a structured rules-based decision making process. This method helps remove the emotional aspect of investing by trusting the math leading to minimizing losses and maximizing profits.

Investment System

This quant based system consists of a proprietary dashboard, comprised of a suite of technical indicators and mathematical models, and a financial data science model. Together, they help identify the following based on high timeframe setups:

  • Trends and Reversals

  • Momentum

  • State of Asset

  • Stage Analysis

  • Breakouts via volatility contraction patterns (VCP)

  • Position trading entries and exits

  • Opportunistic value investments focused on technology assets that exhibit network effects


The proprietary dashboard analyzes price action of assets through a mathematical lens with an emphasis on a long term investment time horizon.

The dashboard provides primary & confluent signals along with supporting technical & risk metrics designed to provide insight into potential trend reversals and associated entry & exit points concentrating on capturing large market moves.

The candles are coloured as per the legend at the bottom of the dashboard table. While green candles signify a bullish posture, “BUY” signals only appear on high probability setups.

For all signals and indicators, higher timeframe analysis statistically yields greater accuracy.

The higher timeframes, particularly the 3-day & 1-week, are a good gauge for taking action for more conservative high probability investors.

Lower timeframes can provide insight to potential trend reversals for the more aggressive investor, but requires appropriate position sizing and risk management.

COINBASE:BTCUSD Chart Image by AlphiQuant

Example of a BUY signal on Gold:


Data Science Model (Technology Assets)

The quantitative financial data science model is primarily based upon Metcalfe’s Law (network effects) along with other mathematical principles related to exponential growth and on-chain data from glassnode. The network value quant model identifies potentially opportunistic moments to increase long term core investment positions during bull markets and potentially asymmetric investment opportunities during bear markets.

Examples of technology based assets that exhibit network effects:


Over the long haul, for assets that exhibit network effects (especially technology related), the valuation models based on data science tend to lead the ones based on traditional finance. These types of valuation models are most useful in bear markets for determining undervalued opportunities.

Quantitative Analysis

Example of Bitcoin Linear Regression Model (e.g. Log-Log plot; Power Law)

Power Law

Technical Analysis

Classical charting technical analysis techniques supplement the quant system identifying simple, yet elegant, setups that yield the most accurate results based on probabilities and statistics.

Note: The quantitative investment system is implemented in the spot markets avoiding margin, debt, leverage, derivatives, and financially engineered products of any kind.

Capital Allocation Strategy

AlphiQuant manages a concentrated investment portfolio. A core investment position comprising of a few assets is established and held for long term capital appreciation. Simultaneously, these same assets are position traded on a high timeframe basis. Other assets are also opportunistically traded in anticipation of breakouts leveraging stage analysis and VCP setups.

For assets with potential for exponential growth, asymmetric risk/reward, and high volatility (i.e. high α with high β), the following capital allocation profile is established:

Risk Management

The number of assets and portfolio ratio of investment to trading is the discretion of the money manager whose risk profile will differ based upon their investing style and parameters.

Subscription Service

is working on releasing a subscription service via Discord with the following features:

  • Alert Bot (investing & trading signals)

  • Notifications Bot (based on Dashboard metrics and price action)

  • Technical & Quantitative Analysis

  • Research & Education

  • Newswire Bot

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Trade Ideas



*** AlphiQuant publishes its research & analysis for purely educational purposes and is not licensed to provide financial advice nor is it registered with any financial regulatory body. Perform your own research and consult your financial advisor for investment advice. ***

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Quantitative Investing & Algorithmic Trading


Quantitative investor with laser focus on Ξxponential growth ₿ased on financial data science attributed to digital network effects. • MIT Sloan Alumni • P.Eng.