July 13, 2026AI
Vega Apps — living dashboards from a sentence
Describe a chart or monitor in plain English and Vega builds a small app you can save, refresh, edit and share. Start from the template gallery or from scratch, refine it in conversation, and turn any single-symbol app into a live alert.
- Template gallery — ready-made apps you can clone and rebind to your own symbols (no credits to rebind)
- Refine in conversation: “make it weekly” edits the same app instead of starting over
- “Watch this” turns an app’s condition into a conditional alert delivered to your Updates inbox
- Public share links — anyone can view, and fork a shared app into their own account
July 13, 2026Platform
New plans: Pro, Aegis, and Funds & RIAs
Pricing now matches how people use the platform. Pro ($49/mo) is for serious, recurring research. Aegis ($249/mo) adds the institutional risk suite with a 5,000-credit monthly grant. Funds & RIAs run Aegis institutionally from $1,000/mo. Charts and market data stay free for everyone, and every free account gets 200 credits monthly.
- Pro — 1,000 credits/mo, priority compute, 10 saved Vega apps
- Aegis — the full risk cockpit, plus everything in Pro and 20 saved Vega apps
- Funds & RIAs — multi-book portfolios, onboarding & book migration, LP-ready reporting
July 12, 2026Analytics
Aegis — the institutional risk cockpit
Aladdin-grade risk for your own book, recomputed live as you edit it. A tabbed cockpit puts ex-ante VaR, stress testing, factor risk and the optimizer one click apart, with deep links to every view and plain-English risk narratives grounded in the numbers on screen.
- Ex-ante VaR & CVaR, factor decomposition, exposure & concentration — live as the book changes
- Scenario & stress testing: historical crisis replays, macro & factor shocks, Monte-Carlo
- Institutional optimizer — sector/turnover constraints, Black-Litterman views, and a never-worse minimum-variance mandate
- Multi-strategy sleeve portfolios with aggregate risk
July 2026Data
Global search: the full 13F universe, politicians & activists
⌘K search now covers every institution that files a 13F — thousands of managers, with holdings loaded on demand — plus politicians’ trades and 13D/G activist stake filers, all searchable by name.
- Search any 13F filer by name and jump straight to their holdings
- Politicians and 13D/G stake filers resolve by entity name from the same search bar
June 2026AI
Vega — your AI research analyst
Vega is a chat analyst that does the work, not just the talking. It queries the data lake, searches the web for context, drafts a strategy, and runs a preview backtest — showing each step live with the SQL and sources cited.
- Author charts and tables on the fly from a plain-English request
- Citation cards: every answer pairs a source, a chart, and the query behind it
- Proposes the big actions (full validation, paper deployment); you confirm — it never auto-executes
- @-mention any stock or dataset to pull it into the conversation; a built-in cost meter keeps spend visible
June 2026Analytics
Portfolio & holdings analytics vs the S&P 500
Backtest reports now chart the equity curve against an S&P 500 benchmark and break performance down by holdings, so you can see where return and risk actually came from relative to the market.
- Benchmark overlay on the equity curve with alpha, beta, R², tracking error and information ratio
- Up/down capture and a full Fama-French 5-factor + Momentum decomposition
June 2026Data
Live news feed + latest headlines
A live news feed with per-ticker sentiment now runs across the terminal. Ask the data for the latest headlines on a name and get a current article stream alongside the numbers.
- Per-ticker sentiment with an AI-scored overlay
- Inline on asset pages and queryable in plain English
June 2026Workflow
Conditional alerts + an Updates inbox
Set conditional alerts on the data you care about and receive them in an in-app Updates inbox — so a watched condition or a strategy event reaches you without babysitting a screen.
June 2026Engine
Honest, survivorship-aware backtests
Our backtest engine reconstructs the investable universe as of each past date — including names that later delisted — and models realistic trading costs. We would rather show a lower, truthful number than a flattering one. Backtested results are hypothetical and not indicative of future results.
- Survivorship-free universe option on the full tier (delisted names included)
- Next-bar-open fills, gap-aware stops, bid/ask spread, square-root market impact and short-borrow costs
- Walk-forward, out-of-sample validation — not a single in-sample curve fit
June 2026Data
Index & sector screens
Screen by index membership (S&P 500, Nasdaq-100, Dow) and by sector with curated, point-in-time data — no live web round-trip needed for the common universes.
- Real index levels and ~3 years of price history across 11 indices
- Sector heatmap, breadth and most-active names on the live markets dashboard
June 2026Analytics
Institutional tearsheet & on-demand analytics
Every backtest produces a professional report, and you can run the same metric suite on any ticker, basket, or benchmark on demand — no backtest required.
- Performance: total return, CAGR, Sharpe, Sortino, Calmar, monthly-returns heatmap
- Risk: volatility, max drawdown + longest underwater stretch, Ulcer index, VaR & CVaR (95%/99%)
- Overfitting credibility layer: Probabilistic & Deflated Sharpe, Minimum Track Record Length, Probability of Backtest Overfitting
June 2026AI
Deep Research mode for Ask the Data
For questions that name a universe we can't list directly ("the Fortune 500 by net margin"), Vega does a live web search to resolve membership only, then pulls the actual figures from licensed data — so the answer is vendor-grade, not scraped guesswork.
June 2026Platform
Usage-based credits & shareable tearsheets
Pay only for the compute you run. Mint a public link to any backtest report to share what you built, with a clean social preview card.
- 100 credits = US$1; 200 free credits every month, no card
- Ask the Data and preview backtests are free; a full walk-forward backtest is priced on its actual compute — from ~96 credits ($0.96), scaling with history, factors & positions
- Shareable public tearsheets + a referral waitlist with line-jumping
TradePolaris is research software, not investment advice. Backtested and hypothetical results do not predict future performance. Trading is paper (simulated) only. See our Disclaimer.