> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Quant overview

> Institutional-grade financial analysis with AI in Sourcetable.

Sourcetable Quant is a built-in financial analysis suite that provides institutional-grade tools for stock analysis, portfolio management, risk assessment, and trade execution — all within the spreadsheet.

## What Quant includes

* **500+ financial data sources** for market data, fundamentals, and alternative data
* **11 categories** of financial AI tools
* **Backtesting** for historical strategy simulation
* **Portfolio optimization** with Sharpe ratio and risk-adjusted returns
* **Real trade execution** through Robinhood integration

## Financial AI tools

| Category | Tools | What they do |
| - | - | - |
| **Fundamental analysis** | FundamentalAnalyst, FactorAnalyst, ValueInvestor, GrowthInvestor, ContrarianInvestor | ROE, margins, growth metrics, P/E analysis, factor scoring, multi-style analysis |
| **Technical analysis** | TechnicalAnalyst, FuturesAnalyst | SMA, RSI, MACD, Bollinger Bands, options pricing (Black-Scholes, Heston, SABR), Greeks |
| **Sentiment & news** | SentimentAnalyst, GeopoliticalAnalyst, GeopoliticalNews | Multi-source news sentiment, geopolitical risk assessment, real-time geopolitical event monitoring, hedging recommendations |
| **Macro analysis** | MacroAnalyst | Interest rate sensitivity, inflation impact, yield curve, economic cycle positioning |
| **Portfolio management** | PortfolioManager, CorrelationAnalyst | Optimization (Sharpe, min risk), Ray Dalio Holy Grail construction, pairs trading |
| **Risk management** | RiskManager, StressTester, MonteCarloSimulator | VaR, drawdown analysis, stress testing (2008/2020/2000/1987 scenarios), Monte Carlo simulation |
| **Insider trading** | InsiderTradingAnalyst | Executive trading patterns, sentiment scoring |
| **Liquidity** | LiquidityAnalyst | Market impact, execution timing, position sizing |
| **Backtesting** | Backtester | Historical strategy simulation, multi-analyst combinations, Sharpe/Sortino ratios |
| **Personality matching** | InvestorPersonality | Buffett, Graham, Wood, Ackman, Munger style analysis |
| **Predictive analysis** | SoothsayerAnalyst | Forward-looking market predictions combining multiple analyst signals |
| **Data retrieval** | GetPrices, DataAPI | Real-time and historical price data from Financial Datasets API |
| **Trade execution** | TradeExecutionManager, RobinhoodExecutor, RobinhoodResearchTool, TradeExecutor | Robinhood integration for stocks, crypto, fractional shares, paper trading, plus research tools |

## Getting started

> [card] [Fundamental analysis](https://sourcetable.com/docs/quant/fundamental-analysis.md)
>
> Analyze company financials, growth metrics, and valuation.

> [card] [Technical analysis](https://sourcetable.com/docs/quant/technical-analysis.md)
>
> Technical indicators, options pricing, and futures analysis.

> [card] [Portfolio management](https://sourcetable.com/docs/quant/portfolio-management.md)
>
> Optimize your portfolio with AI-driven allocation strategies.

> [card] [Risk management](https://sourcetable.com/docs/quant/risk-management.md)
>
> VaR, stress testing, Monte Carlo simulations, and drawdown analysis.

> [card] [Trade execution](https://sourcetable.com/docs/quant/trade-execution.md)
>
> Execute trades through Robinhood directly from your spreadsheet.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.