Real-time trading front-end with advanced analytics for market making, price discovery, and plug-and-play integration for statistical arbitrage strategies in financial institutions.
Quantitative systems identifying and exploiting price discrepancies between related securities through mathematical models and high-speed execution.
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Multi-Asset Support Ability to operate on equities, options, futures, FX, and other asset classes. |
The platform is marketed as supporting market making and statistical arbitrage for financial institutions, which spans multiple asset classes (equities, derivatives, FX, etc.). | |
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Mean Reversion Models Incorporation of mean reversion strategies in model library. |
No information available | |
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Pairs and Basket Trading Support Allows formation and trading of pairs or baskets to exploit relative price movements. |
Platform advertises plug-and-play statistical arbitrage strategies, which commonly use pairs/basket trading. | |
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Cointegration Testing Built-in functions for statistical testing of cointegrated securities. |
No information available | |
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Automated Signal Generation Automatic generation of buy/sell signals based on pre-set mathematical criteria. |
Real-time trading and analytics implies the presence of automated signal generation for execution. | |
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Custom Model Implementation Ability to create and integrate custom mathematical/statistical models. |
ChartIQ is designed for quant and proprietary trading; custom model integration is advertised via APIs and extensible architecture. | |
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Alpha Factor Library Library of pre-built alphas for immediate deployment and testing. |
No information available | |
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Backtesting Framework Integrated environment to test models on historical data. |
Backtesting is a common component for quantitative/stat arb platforms, and advanced analytics/backtesting is referenced. | |
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Parameter Optimization Tools Automated tools for hyperparameter and meta-parameter optimization. |
No information available | |
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Real-Time Portfolio Analytics Instant calculation of P&L, exposures, and risk metrics. |
Real-time analytics dashboard is highlighted as a core aspect of the platform. |
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Low Latency Order Routing Milliseconds or microseconds order delivery to the exchange or liquidity provider. |
No information available | |
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Smart Order Routing Intelligent splitting and routing of orders for optimal fills across venues. |
No information available | |
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Direct Market Access (DMA) Direct connectivity to exchanges for faster order processing. |
ChartIQ provides access to trading venues directly for market making/pro-trading institutions (DMA is a typical requirement). | |
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Colocation Support Physical operation near exchange data centers for minimal transmission times. |
No information available | |
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Order Throttling Controls to manage and rate-limit outgoing order flow. |
No information available | |
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Order Types Supported Diversity in supported order types: limit, market, IOC, FOK, pegged, etc. |
No information available | |
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Transactional Resiliency Ability to recover from failed orders or system outages without loss. |
Institutional trading platforms include order resiliency/restore as standard; likely present. | |
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Trade Capacity Maximum number of trades per second platform can sustain. |
No information available | |
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Atomic Order Management Ensures atomicity and consistency in order books and trade records. |
No information available | |
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FIX API Support Support for Financial Information eXchange (FIX) protocol for streamlined communication. |
FIX API support is a major requirement and industry standard for market making/proprietary trading. Platform is integrated with broker/exchange APIs. |
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Real-Time Market Data Feed Access to live ticker, order book, and trade data from exchanges. |
Live streaming prices/order book analytics is a key component of ChartIQ. | |
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Historical Tick Data Repository and retrieval tools for historical high-frequency data. |
Historical charting and tick data enabling are core strengths and are highlighted for backtesting/analysis. | |
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Alternative Data Integration Support for third-party or alternative data sets (news, sentiment, etc.). |
Integration for alternative datasets/news is a common differentiator for ChartIQ and is featured on the platform site. | |
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Low Latency Data Processing Processing delay for ingesting live data streams. |
No information available | |
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Order Book Depth Storage Depth of market (DOM) levels that can be stored and analyzed. |
No information available | |
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Reference Data Synchronization Automatic updates and reconciliations of reference/metadata. |
No information available | |
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Corporate Actions Handling Automatic processing and adjustment for splits, dividends, etc. |
Institutional analytics charting platforms handle splits/dividends; ChartIQ API documentation shows support for corporate actions. | |
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Data Quality Controls Built-in mechanisms for cleansing and validating incoming data. |
Data quality, validation, and real-time cleansing are emphasized in the ChartIQ market data stack. | |
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Data Latency Average time to access/use new market data. |
No information available | |
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Time Synchronization Precision of time alignment across all system components. |
No information available |
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Pre-Trade Risk Checks Verification of margins, limits, and compliance before trade execution. |
Pre-trade risk checks are expected for any enterprise trading front-end. ChartIQ markets to brokerages and banks who require them. | |
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Post-Trade Risk Analytics Computation and reporting of risk metrics after each transaction. |
Real-time analytics and regulatory suitability implies post-trade analytics/risk. | |
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Position Limits Customizable maximum position exposure per security/portfolio. |
No information available | |
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Real-Time VaR Calculation On-the-fly Value at Risk calculation based on current holdings. |
No information available | |
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Stress Testing Simulated extreme scenarios to test platform resilience. |
No information available | |
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Order Size Controls Restrictions to maximum/minimum size of individual orders. |
Position/order size controls are a standard part of any professional trading platform. | |
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Automated Kill Switches Automated halting of trading based on predefined risk metrics triggers. |
Risk kill switches mentioned in context of institutional risk controls. | |
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Real-Time Exposure Monitoring Dynamic calculation of net/gross exposures by asset/market. |
Real-time exposures and dashboarding core to ChartIQ for pro-trading. | |
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Credit Controls Limits on exposure to counterparties and trading venues. |
Counterparty/venue credit controls are discussed in compliance sections of the institutional solution. | |
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Intraday Margin Monitoring Continuous tracking of collateral requirements and intraday margin calls. |
No information available |
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Integrated Development Environment (IDE) Built-in code editors, debugging tools, and version control for strategy development. |
Strategy development in-browser enabled, including code/prototyping and chart environment. | |
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Scripting Language Support Support for Python, C++, R, or proprietary scripting for model creation. |
Platform integrates with Python and other scripting via APIs. | |
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Simulated Trading Environment Ability to run strategies in a risk-free sandbox environment using live or historical data. |
Demo mode and simulated trading are explicitly offered for broker and client environments. | |
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Hot Swap Deployment Instant strategy deployment without bringing down the trading engine. |
No information available | |
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Version Control Integration Tracking and roll-back of strategy code for audit and collaboration. |
No information available | |
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Automated Regression Testing Automatic running of test cases for new model changes. |
No information available | |
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Parameter Sweeping Tools Automated exploration of parameter spaces to optimize strategy performance. |
No information available | |
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Logging and Diagnostics Detailed logs for debugging and analysis of strategy behavior. |
Logging and diagnostics is called out as a feature for strategy and integration troubleshooting. | |
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Code Auditing Automated/static checks on strategy code for known issues or infractions. |
No information available | |
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API for External Libraries Ability to integrate and call third-party mathematical/statistical libraries. |
Client libraries and plugin API documentation support external libraries. |
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Real-Time Position Tracking Up-to-the-millisecond updates on all open and closed positions. |
Real-time positions and dashboard views repeatedly emphasized. | |
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Portfolio Rebalancing Automatic adjustment of positions to maintain target allocations. |
Automatic rebalancing and multi-portfolio dashboards discussed on product page. | |
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Multi-Account Support Manage portfolios and strategies across several brokerage or proprietary accounts. |
Multiple accounts/portfolios managed from one platform, as spotlighted for wealth/institutional tools. | |
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Intraday and End-of-Day Reports Customizable reporting on performance, P&L, and risk. |
Reports (custom/performance/risk) are a core advertised feature for the platform. | |
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Cash Management Tools Forecasting and allocation of capital across portfolios and strategies. |
No information available | |
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Automated Reconciliation Automatic reconciling of internal books with clearing and prime brokers. |
No information available | |
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Manual Trade Adjustments Facility for operators to manually adjust erroneous trades or positions. |
No information available | |
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Cross-Currency Portfolio Valuation Real-time valuation of international/multicurrency portfolios. |
No information available | |
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Leverage Monitoring Track and WARN on portfolio leverage limits. |
No information available | |
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P&L Attribution Breakdown of profit/loss by strategy, security, or risk factor. |
No information available |
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Broker API Support Direct interface for major broker API integration (IB, FIX, REST, Websocket, etc). |
Supports connectivity via broker APIs, including IB, FIX, REST, etc. (see integration documentation). | |
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Exchange Integration Native connectivity or adapters for all major exchanges. |
Integration/adapters to major exchanges directly highlighted. | |
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Webhooks for Event Handling Outgoing notifications for key events/triggers via webhooks. |
No information available | |
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Custom Plug-in Support Ability to extend platform via custom plug-ins or adapters. |
Plugin/custom extension support highlighted on developer documentation. | |
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OMS/EMS Integration Seamless integration with Order/Execution Management Systems. |
No information available | |
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Authentication & API Key Management Robust handling for secure external connection management. |
Strong focus on secure connection handling and API key management in integration guides. | |
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API Rate Limits Monitoring Track and report on approach to broker/API rate limits. |
No information available | |
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Automated Failover Automatic rerouting to backup connections on failure. |
Failover concepts and reliability for institutional use are present. | |
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Streaming and REST Data Feed APIs Both streaming and request/response data feeds supported. |
Streaming and REST data feeds are available per developer integration docs. | |
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Custom Order Routing Rules Ability to set up rules for choosing routing paths for orders based on flexible conditions. |
No information available |
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Real-Time Strategy Performance Dashboard Live display of key strategy KPIs, statistics, and charts. |
Real-time dashboards for strategies and custom KPIs are a center marketing claim. | |
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System Health Monitoring Automatic tracking and reporting of component/system health. |
System/component health monitoring included for enterprise deployments. | |
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Custom Alert Thresholds User-defined triggers for alerts on performance, latency, or errors. |
No information available | |
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Trade Execution Monitoring Live tracking and reporting on trades, fills, and order status. |
Live trade, order status and fills visualized on dashboard UI. | |
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Latency Monitoring Tracking and alerting on order/data processing latencies. |
No information available | |
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Connectivity Alerts Instant notification for connection losses or route failures. |
No information available | |
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Audit Trail Logging Complete record of system and user actions/events for review. |
System and user action audit logs are part of most enterprise deployments. | |
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External Alert Integrations Integration with SMS, email, Slack, or incident response tools. |
Alerts via E-mail, SMS, and third-party ops tools are supported (per integration docs). | |
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Operator Dashboard A dedicated real-time dashboard for NOC or ops team. |
No information available | |
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Automated Remediation Actions Pre-defined automated actions on alert trigger (e.g., halt trading, rebalance, notify ops). |
No information available |
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Trade Surveillance Automatic monitoring for potential market abuse or manipulative practices. |
No information available | |
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Audit Logging Immutable logs of all trading activity, user access, model changes. |
Immutable audit logs for trades and user actions are highlighted in compliance offering. | |
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Regulatory Reporting Interfaces Automated export/formatting for MiFID, Dodd-Frank, CAT, or equivalent. |
No information available | |
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User Access Controls Granular roles/permissions for platform features and data. |
Role/user-based permissions are shown in admin UI demos and support docs. | |
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Model Change Approval Workflow Formal process for reviewing and approving model changes before deployment. |
No information available | |
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Data Retention Management Customizable policies and automation for record retention. |
No information available | |
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Real-Time Regulatory Rule Engines Real-time screening of trades and strategies against compliance checklists. |
No information available | |
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Secure Data Storage Encryption and secure backup of all sensitive trade and user data. |
Secure storage and encrypted backup are listed as IT/security features. | |
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Change Management Logs Full tracking of infrastructure and configuration changes. |
No information available | |
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Broker/Exchange Certification Tracking Maintain records of compliance, certification, and operational status for all counterparties. |
No information available |
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Horizontal Scalability Ability to add servers/instances to increase throughput/load. |
Horizontal scaling, multi-instance deployment capability stated for institutional environments. | |
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Load Balancing Support Distributes execution and data processing across multiple resources. |
Load balancing of charting and analytics servers supported for high availability. | |
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Clustered Failover Automatic failover to hot/warm backup system on fault. |
No information available | |
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Disaster Recovery Geographically dispersed backup and restore procedures. |
Disaster recovery process highlighted in enterprise documentation. | |
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Uptime SLA Guaranteed percentage operational uptime. |
No information available | |
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Peak Load Throughput Maximum platform capacity during periods of highest activity. |
No information available | |
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Auto-Scaling Automatic scaling of resources based on trading volume or demand spikes. |
No information available | |
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Stateless Microservices Architecture Services run independently, reducing points of failure. |
No information available | |
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Database Replication Data redundancy and read/write resilience via live replication. |
Database replication/backup referenced in business continuity literature. | |
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Rolling Upgrade Capability System updates with no significant downtime or interruptions. |
No information available |
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Customizable Dashboards User-configurable displays of key metrics, performance, risk, and alerts. |
Fully configurable dashboards for analytics, risk, and trading operations. | |
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Mobile Access Secure web or mobile app for on-the-go monitoring. |
Web/mobile access for monitoring and trade management available and marketed to wealth managers. | |
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Real-Time Data Visualization Dynamic visualization of trades, order books, and statistics. |
Dynamic, real-time data visualization is a core pillar feature. | |
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Private/Public Reporting Links Shareable reports with configurable access for stakeholders. |
Reporting links and export forms shown for client/institutional communication. | |
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Exportable Reports PDF, Excel, or CSV export of all key trade/risk/performance reports. |
Reports export as Excel/CSV/PDF from platform interface. | |
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User Preferences and Themes Personalization options for interface layout, color schemes, etc. |
User theme/layout and personal interface customization marketed as a feature. | |
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Advanced Charting Tools Integration of professional charting and technical analysis libraries. |
Professional charting and TA libraries (powered by ChartIQ core) highlighted in all technical documents. | |
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Role-Based Views Different interfaces and permissions based on the user profile. |
Role-based dashboards/interfaces are present for admin, ops, trader, and client users. | |
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Language/Localization Support for multilingual and regional settings. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (WCAG, Section 508, etc.). |
No information available |
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