We're excited to announce the launch of FactorBench - a fast research workbench for investors to build factor screens, backtest ideas, chart formulas, and turn them into shareable watchlists.
What is FactorBench?
FactorBench is a quant-style lab with a chat-first workflow: design factor screens, combine metrics with a safe formula language, and backtest selections on point-in-time data (with configurable fundamental lag to avoid look-ahead). You get transparent provenance for every value, equal/cap-weighted portfolios, and reproducible runs pinned to a common price date-so results are explainable, shareable, and consistent from research to production.
Key Features
- Chat-first workflow: Ask for a strategy, screen, backtest, chart, or seasonality study in one message.
- Screens & ranking: Build single- or multi-factor screens for stocks; choose sort direction per factor.
- Custom formulas (DSL): Compose metrics with an allow-listed formula language-no eval/exec.
- Backtests + optimizer: Select top-X% and weight portfolios, and sweep parameter ranges on paid plans.
- Charts & seasonality: Visualize formula trends and seasonal patterns for faster validation.
- Point-in-time rigor: Enforces a fundamental lag window and pins runs to a common effective price date to maximize coverage and avoid look-ahead bias.
- Data transparency: Each metric reports its source/basis (e.g., TTM/MRQ), with defensive handling of NaNs and stale shares.
- Shareable results: Save screens and share watchlists or results for monitoring or downstream workflows.
Who It's For
Independent quants, PMs, and serious retail investors who want a faster path from hypothesis → evidence → actionable list-without black-box magic.
Pricing
- Free: Screens, charts, seasonality, and backtests up to 3 years with limited storage and 10 AI credits.
- Starter ($29/mo): Backtest up to 7 years.
- Pro ($49/mo): Backtest up to 15 years with optimizer runs.
- Ultimate ($99/mo): Backtest up to 25 years with optimizer runs.
All paid plans include a 7-day free trial. Credit card required for paid plans.
Get Started
Ready to turn your investment ideas into rigorous, transparent research? Sign up now and start with the free plan.