Finsera Core
A unified system covering every stage of the investment lifecycle — from data ingestion and research to portfolio construction, optimization, trading, and performance reporting.
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Finsera Core is a modular, end-to-end platform that connects your entire investment workflow—from data ingestion to research, model development, backtesting, optimization, portfolio construction, and live trading.
Everything is unified under one system, with institutional-grade datasets, advanced analytics, and a consistent data schema.
Access institutional-grade data that's been cleaned, harmonized, and standardized. Our unified data layer eliminates inconsistencies and provides a reliable foundation for all your analysis.
RBICS industry classification system
Comprehensive security master database
Economic & financial time series
Unified schema across all data sources
Unified schema across all data sources
Build, test, and compare alpha factors with advanced backtesting capabilities. Combine multiple signals, apply constraints, and validate strategies before deployment.
Create and compare custom alpha factors
Combine multiple models and signals
Backtest with realistic constraints and costs
Python SDK for programmatic access
Advanced optimization tools with integrated risk analytics and transaction cost models. Build portfolios that balance expected returns with risk constraints and real-world trading costs.
Flexible optimization with custom constraints
Multi-factor risk models and analytics
Transaction cost and market impact models
Risk vs. return scenario analysis
Define investment universes with point-in-time accuracy and flexible screening rules. Create custom universes that feed directly into your backtesting and optimization workflows.
Point-in-time asset master database
Visual universe designer with filters
Create and maintain custom universes
Seamless handoff to backtesting engine
Create thematic and custom baskets with integrated analytics. Build active or passive basket strategies with full factor and risk integration.
Tools for active and passive basket strategies
Unified analytics across all baskets
Signal and factor integration
Performance and risk monitoring
From OMS integration to automated rebalances, Finsera supports the full life cycle of strategy deployment with transparency and control across trading partners and execution systems.
Manage strategy configuration & rebalances
Integrates with PMS, prime brokers & OMS/EMS
Automated risk & attribution reports
Maintains historical positions in a single pane
API layer for execution workflows
See how leading asset managers use Finsera to streamline research, accelerate model development, and deploy strategies with confidence.
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