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Crystal Shore Dashboards crystal ball logo with slogan: Less risk. More return.

Smart data delivered to your desktop. Systematically.

We run 528 investment engines on 2.2 million individual data points. Each data point represents the daily closing price of a specific security, asset or market. Each engine embodies a specific strategy for evaluating the risk of a set number of securities, assets and markets. The price data that we feed into all of these engines stretches back a minimum of 750 market days. 

Runs like clockwork.

Swiss made.

QUADCORESYSTEMARCHITECTURE

We run four separate investment engines underneath every single market.

Hand-crafted.
With purpose.

We design, develop and code all of our strategies in-house. The process is human intensive: we manually cycle, step by step, through a virtually unlimited combination of financial factors across multiple markets and assets. The goal is to unlock promising paths of parameter design. All of this research and development is executed on a programmable platform that was also designed and developed in-house.

Snapshot of key numbers

multi-factor investment engines

528

years of market data for R&D

1,410

single stocks and commodities evaluated weekly

1,584

lines of code

49,560

years of system development

12

year track record

8

Multi. Factor.

The traditional measures of risk are essentially based on one single factor: the dispersion of returns. But we have discovered –the hard way– that no single factor operating in isolation is going to solve the risk equation. Our solution lies in getting multiple factors to work in combination. We call this a multi-factor, algorithmic approach to the study of risk.

Contact us to learn more about these factors.

Factor 1

Factor 2

Factor 3

Factor 4

Factor 5

Factor 6

Factor 7

Factor 8

Factor 9

Factor 10

Factor 11

Factor 12

Factor 13

Factor 14

Factor 15

Factor 16

Factor 17

Factor 18

Factor 19

Factor 20

Factor 21

Factor 22

Factor 23

Factor 24

Maximize success. Minimize failure.

There is safety in numbers: we always have multiple engines at work on any given market or asset. So if one specific strategy stops working, others will step up to successfully execute the mission. It’s a form of rebalancing: our best engines and strategies are systematically entrusted with more power. So the best strategies thrive. And the weakest disappear.

Over the years, we have made a number of upgrades to our engine architecture. We are currently running Generation 21.

Generational system upgrades

GEN 1

September 2012

Risk-based, top-down

GEN 2

January 2014

Risk-based, bottom-up

GEN 3

June 2014

Multi-factor

GEN 4

July 2015

Dual-core long-short

GEN 5

August 2016

Quad-core long-short

GEN 6

March 2018

Dynamic score weighting

GEN 7

April 2019

88 new investment engines

GEN 8

May 2019

Analog-to-digital scoring

GEN 9

January 2021

60 new investment engines

GEN 10

February 2021

Analog-to-digital scoring 2.0

GEN 11

March 2021

Optimization of market data

GEN 12

November 2021

Single commodity scores

GEN 13

January 2022

Single stock risk scores

GEN 14

May 2023

Quintile stock rankings

GEN 15

June 2023

Commodities paired to futures

GEN 16

July 2023

29 new commodity markets

GEN 17

November 2023

UPS, XT1 and XTC strategies

GEN 18

January 2024

XTC datasets

GEN 19

April 2024

New commodity engine selections

GEN 20

April 2024

New equity engine selections

GEN 21

May 2024

1st single stock short sale strategy

1

Alternative data for highly differentiated insights. CSD's data is generated on an alternative methodology for evaluating risk.

2

Point-in-time data mapped to tickers. All data is mapped to investible entities and covers the 5 upcoming market days.

3

Real-time data with minimal lag for immediate execution. All data is freshly generated and delivered every weekend for Monday morning execution.

4

Reliable delivery. The data is delivered via email attachment or AWS S3 buckets.

4 Key benefits for users

Simple engines.

Simple in construction.

Unified engines.

Unified parameters for maximum robustness.

I. Valuation

The following engines place a premium on the valuation (the price) at which the securities underlying a market can be purchased.

Different by design.

Smoothed engines.

Smoothing the data prior to processing.

Inflected engines.

Targeting the points of risk inflection.

II. Risk dynamics

The following engines place a premium on the risk characteristics of the securities underlying the market.

The universe with millions of stars, a fitting image for the 2.2 million data points systematically analyzed by Crystal Shore Dashboards every week.

528
INVESTMENT
ENGINES

2.2
MILLION
DATA POINTS

528InvestmentEngines

2.2MillionData Points

Location

Rue de l'Industrie 10

1950 Sion, Switzerland

Tel. +41 79 333 0310

© 2035 by Crystal Shore Dashboards.

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