v7 Banker · IB Toolkit now live — full DCF, comps, AI memo, Excel export. Request Beta Access →
v7 Released · Banker · IB Toolkit Now Live

Where Alpha
Meets Precision

17 modules. Factor models, forensic accounting, AI strategy generation, Monte Carlo risk, performance attribution, derivatives pricing, and a full investment-banking toolkit with DCF, comps, and Excel export. The Bloomberg-class console built by a prop trader who got tired of the $30K/year terminal tax.

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No spam. No credit card. Just early access.
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Factor Models
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Live Modules
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Banker Tools
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6 modules live
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20 factor models
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Built by a physicist & quant
See it in action.
This is what your command center feels like. Watch the terminal run a real analysis sequence.
CASE CONSOLE v6.0.0
Every workflow you'd run
on a $30K terminal.
Seventeen interconnected modules. Each rivals what costs hundreds per month elsewhere. They share data — your portfolio's positions feed the risk engine; the strategy builder pulls news sentiment; the banker module pulls fundamentals into a DCF.
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Banker · IB Toolkit
3-statement model, DCF with WACC builder, trading comps, football field, AI-drafted IC memo. Export to Excel with banker color conventions and full sensitivity grids.
NEW · v7.xlsx Export
AI memo + integrity check
AI Strategy Builder
Describe your strategy in plain English. Generates working block-based strategies with factor filters, news sentiment, and risk controls. Auto-saves to library.
Claude Sonnet 4Plain English
Risk Engine
Cholesky-correlated Monte Carlo VaR, factor decomposition, pairwise correlation matrix, six historical stress scenarios (GFC, COVID, dotcom, rate shocks).
Monte CarloStress Tests
Performance Attribution
Decompose returns by allocation, selection, and interaction effects. Carhart 4-factor attribution. Per-position contribution. Time-series breakdown.
BrinsonCarhart 4F
Strategy Library + Backtest Pro
Save, search, and re-run named strategies. Multi-asset, factor-aware backtest engine. 5-tab results: Summary, Equity, Per-Asset, Trade Log, Signal Trace.
PersistentWalk-Forward
News & Sentiment
Three-tier sentiment scoring: Loughran-McDonald lexicon, Alpha Vantage NEWS, or FinBERT (HuggingFace). 10 preset factor lenses. Sector heatmap.
FinBERTReal-time
Alerts
Price thresholds, RSI extremes, news keyword triggers, FinBERT sentiment shifts, portfolio drawdown limits. Browser push notifications.
Push Notif7 Triggers
Research Mode
Single-name deep-dive: AI brief, quality, factors, valuation, risk, verdict, hand-off. Cross-module navigation. Persistent ticker pill.
7 SectionsAI Brief
Portfolio Manager
Add positions with thesis notes, live prices via Massive.com, sector allocation, transaction journal, beta-weighted exposure.
Live P&LMassive API
Forensic Accounting
Altman Z, Piotroski F, Beneish M, accruals ratio, earnings quality. Income statement, balance sheet, cash flow, and red-flag signal panels.
Z · F · MFraud Detect
Factor Engine
20 factors (Fama-French 5 + extended). Radar chart, signal heatmap, YTD factor returns, correlation matrix. Click-to-explain with formulas.
20 FactorsFF5+
Derivatives Engine
Black-Scholes-Merton, Heston stochastic vol, Black-76 futures, binomial trees, Monte Carlo pricing. Greeks, IV surface, P&L scenarios.
BSM · HestonGreeks
Live Chart Engine
Candlestick chart with real OHLC bars from Massive. VWAP, CVD, volume profile with POC/VAH/VAL. Keyboard shortcuts.
TradingView-styleLive OHLC
3D Stock Screener
Filter the full universe by sector, market cap, factor scores, momentum, quality, and forensic flags. Live results, click-through to Research Mode.
Multi-factorLive filter
📚
Case Academy
From CFA L1 fundamentals to advanced quant: live Python executor, quant interview prep, derivatives, factor investing, fixed income.
11 TracksPython Live
Quant Interview Prep
Brain teasers, probability puzzles, actual market-making questions, options walkthroughs, behavioral prep — sourced from real fund interviews.
FAANG / IBReal Q's
Command Terminal
Built-in terminal with ⌘K search, keyboard shortcuts for every action, CLI that runs backtests, switches views, checks prices.
⌘K Search20+ Shortcuts
20 factors.
One radar.
From Fama-French Five-Factor to custom signals like Earnings Yield and Short-Term Reversal. Watch your portfolio's factor exposure shift in real-time.
Not another charting app.
Other platforms give you charts. We give you the entire quantitative intelligence stack — including a full IB toolkit and AI assistance no terminal does well.
TradingView
Case Console
Bloomberg
Advanced Charting
Factor Models (20+)
partial
Forensic Accounting (Z·F·M)
manual
Integrated Backtesting
basic
Full IB Toolkit (DCF/Comps/M&A)
WACC only
AI Strategy Builder (NL → strategy)
AI-Drafted IC Memo
Monte Carlo VaR (Cholesky)
limited
Performance Attribution (Brinson)
FinBERT News Sentiment
headlines
Excel Export · Live Formulas
BDP/BDH
Command Terminal · ⌘K Search
Runs in Browser · Single File
terminal app
Quant Interview Prep · Built-in
Price / year
$180
$348–$10.7K
$28–32K
Built by someone who
needed it to exist.
CC
Per Aspera Ad Astra
Physics Major
Quantitative Finance
Financial Engineering
Self-Taught Builder

Case Console didn't start as a product. It started as a personal tool — the platform I wished existed when I was studying factor models from textbooks and trying to apply them to real markets.

I'm a physics major targeting transfer to UC Berkeley, with 6+ years of prop trading experience. I study topology for fun. I train BJJ and kickboxing. I'm targeting quant internships for fall/winter 2026–2027.

When I looked at the tools available to individual traders and students, I saw a gap. A Bloomberg seat costs $30,000 a year. Capital IQ and FactSet aren't far behind. TradingView gives you charts but no factor decomposition. No forensic accounting. No Beneish M-Score. No DCF model running beside your candlestick chart. No AI that can write an IC memo from your build.

So I built it. v1 was a single HTML file with a chart engine. v7 — what you'll see today — is 15,000+ lines across 17 modules. The factor engine runs 20 models. The forensic suite catches manipulation with 5 proven scoring systems. The Risk Engine runs 2,000-path Monte Carlo VaR with Cholesky-correlated returns. The AI Strategy Builder translates plain English into working strategies using Claude Sonnet 4.

And as of v7, the Banker · IB Toolkit ships: 3-statement model, DCF with editable WACC builder, trading comps, football field, and an AI-drafted IC memo — with full Excel export using banker color conventions. Phase 2 (LBO + M&A) is in active build.

This is being built in public, by one person, with no funding round. I'm not trying to be Bloomberg — Bloomberg has supply-chain mapping and private company data we don't try to match. I'm trying to give everyone else a real analytical platform that costs less than a single Bloomberg seat per month.

— Nugget, founder · Built solo since 2025

A Bloomberg is $30,000/year.
This is $147/month.
Three tiers. No data caps on backtests. Cancel anytime. Annual savings on every plan. Bring your own API keys (Massive, Anthropic, FMP) for unlimited rate limits — or use ours within tier caps.
Beta
Explorer
$29/mo
For curious quants getting started.
Read-only Banker · top-100 names
Portfolio Manager + Risk Engine
Factor Engine + Forensic Accounting
News & Sentiment (lexicon-based)
Strategy Library (read-only)
Case Academy — full curriculum
Demo data only — no live feeds
No AI assist
Join Waitlist →
Coming Q4 2026
Institutional
$897/mo
For small funds & teams.
Everything in Analyst
Office.js Excel add-in — live two-way sync
Custom comp set sharing across team
Unlimited AI calls (no rate caps)
FactSet / CapIQ paste-in workflows
Multi-seat dashboards
REST + WebSocket API access
Custom factor uploads
Priority support · private Slack
White-glove onboarding (1 hr)
Custom model templates on request
White-label option
Join Institutional Waitlist →
vs The Terminal Cartel
Case Console
$1,764
/year · Analyst tier
Bloomberg
$30,000
/year · single user
Capital IQ
$12–30K
/year · per seat
FactSet
$12–50K
/year · per seat
It's not a perfect 1:1 — Bloomberg has supply-chain mapping (SPLC), private company data, and IB Chat we don't try to match. But for the workflows quant traders and buy-side analysts actually run — DCF, comps, factor models, risk, attribution, backtest, AI strategies — Case Console matches or exceeds at ~5% of the cost.
The Solo Fund
Marketplace.
Browse proven traders. Verify their track record. Allocate capital. A peer-to-peer fund management layer built directly into Case Console.
For Traders
Become a Solo Fund Manager
Prove your edge. If you have 3–5 years of verified trading history with auditable returns, you can list yourself as a Solo Fund on the marketplace. Set your own management fee. Build your track record publicly. Manage outside capital — all through Case Console.
Public performance history (verified by platform)
Set your own fee structure (publicly visible)
Proof of licensing & regulatory compliance required
Trader profile: bio, strategy description, factor exposure
For Investors
Browse. Verify. Allocate.
Browse the Solo Fund marketplace. See every trader's real returns, drawdowns, Sharpe ratios, and years of experience. When you find someone you trust, allocate capital into a locked account — the trader can only trade with it, never withdraw. Full transparency, full control.
Verified 3–5 year return history with drawdown data
Capital locked in trade-only accounts (no withdrawals)
Transparent fee structure visible before allocation
Real-time portfolio tracking of your allocated capital
Preview — Solo Fund Card
JR
James R.
Momentum & Factor Strategies · 7 years experience
+34.2% CAGR Sharpe 1.84 Max DD -12.1% Fee: 1.5% + 15%
VIEW →
What nobody else
is building.
We studied every quant platform on the market. Here's what we're adding that none of them have — all in one console.
AI Strategy Builder
Describe your edge in plain English. The AI translates it into a quantitative strategy, backtests it, and shows you the factor exposure. No code required. Inspired by QuantPad's approach — but integrated into your full analysis stack.
Natural LanguageAuto-Backtest
Quant Academy + Live Executor
Interactive courses with a built-in Python executor — run code against real data inside the lesson. Factor theory, options math, forensic accounting, stochastic calculus. Interview prep for Jane Street, Citadel, Two Sigma built right in.
Python EngineInterview Prep
Public Strategy Leaderboard
Share your backtest results publicly. Track live performance. Follow and clone strategies from top performers. Think QuantConnect's community — but with factor decomposition, forensic scoring, and risk attribution built into every shared strategy.
LeaderboardClone & Deploy
Solo Fund Marketplace
Proven traders list themselves as Solo Funds — verified returns, regulated, public fees. Investors browse, verify, and allocate capital into locked trade-only accounts. Peer-to-peer fund management, democratized. No other platform offers this.
P2P FundsRegulated
Got questions?
Ask directly.
Drop your question below. I read and respond to every one personally.
Questions & Answers
No questions yet. Be the first to ask.
Where we are.
Where we're going.
Case Console is being built in public. v7 ships with 17 modules. Here's what's done, what's in progress, and what's next.
v1 → v7 · Complete
Core Platform (17 Modules)
Chart Engine, Factor Engine (20 factors), Forensic Accounting (Z·F·M scores), Backtest Pro, Portfolio Manager, News & Sentiment, Stock Deep Dive, Command Terminal, Case Academy. 15,000+ lines of single-file HTML.
Complete
Massive.com Live Data Integration
Real-time OHLC bars, full universe price ticker, sector watchlists. Polygon.io rebranded to Massive — same backend, same coverage.
Complete
Risk Engine (Monte Carlo VaR)
Cholesky-correlated 2,000-path Monte Carlo, six historical stress scenarios (GFC, COVID, dotcom, rate shocks), factor decomposition, pairwise correlation matrix.
Complete
AI Strategy Builder · Claude Sonnet 4
Plain-English → working strategy. Generates block-based strategies with factor filters, news sentiment, and risk controls. Auto-saves to library.
Complete
Performance Attribution (Brinson + Carhart 4F)
Allocation, selection, and interaction effects. Carhart 4-factor attribution. Per-position contribution. Time-series breakdown.
Complete · v7
Banker · IB Toolkit · Phase 1 MVP
3-statement model, DCF with WACC builder + sensitivity, trading comps, football field, AI-drafted IC memo. 7-sheet Excel export with banker color conventions. Sector-aware peer selection.
In Progress · Now
Banker Phase 2 · LBO + M&A
Full LBO model: sources/uses, debt schedule (Revolver/TLA/TLB/Notes/Mezz), cash sweep waterfall, returns attribution (IRR, MOIC), MIP modeling. M&A accretion/dilution with PPA and §338(h)(10) modeling.
Next · Q3 2026
Banker Phase 3 · AI Memo + Footnote RAG
IC memo drafter with Claude extended thinking — every numerical claim cited to model cell or source filing. Footnote RAG over 10-Ks. ExcelJS upgrade for freeze panes, conditional formatting, data validation.
Q4 2026
Office.js Add-in · Live Two-Way Excel Sync
Custom Excel functions (=CASE.DCF, =CASE.WACC). Ribbon buttons. Hosted task pane. Bring Case Console into Excel as a real add-in — closing the loop with the modeling-grade Excel output.
Q4 2026
Mobile + Tablet Layout
Currently desktop-only (1200px+ optimal). Fully responsive layout, touch-optimized controls, mobile portfolio glance view. Read-only on phone, full editing on tablet.
Q1 2027
Brokerage Integration · Alpaca Paper Trading
Connect Alpaca paper account directly. Live algo deployment from Strategy Library. Real-time P&L sync. Manual execution for live accounts.
Q1 2027
NL Equity Screener + Precedent Transactions DB
Natural-language → screener filter ("show me high-margin SaaS with sub-2x debt/EBITDA and Z-score above 3"). M&A precedents database parsed from S-4s and proxy filings.
Q2 2027
Solo Fund Marketplace · Phase 1
Proven traders with verified track records list as Solo Funds. Investors browse, verify, and allocate capital into locked trade-only accounts. Peer-to-peer fund management — what no other platform offers.
H2 2027
Tauri Desktop App + Institutional API
Native desktop via Tauri (Rust). TimescaleDB for local data persistence. REST + WebSocket API. Custom factor uploads. Multi-seat dashboards. White-label deployment.
Built On
Single-File HTML
JetBrains Mono
Claude Sonnet 4
Massive.com
SheetJS
FinBERT
HuggingFace
SEC XBRL
Anthropic API
Canvas 2D
QuantLib (planned)
Tauri (planned)
TimescaleDB (planned)
Office.js (planned)
Alpaca API (planned)

Stop guessing.
Start computing.

Case Console is in private beta. Join the waitlist to get early access and lock in beta pricing forever.

✓ You're on the list. We'll notify you when beta slots open.
PER ASPERA AD ASTRA