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Tools directory

Research tools for quantitative workflows

A neutral reference for templates, review artifacts, and process tools used around quantitative methods, backtesting, risk review, and portfolio governance. The goal is to help readers choose deliberately.

Tools

4

Official

0

Community

0

Foundation

4

How to read this directory

  • This directory is descriptive, not a ranking. Tool fit depends on the research question, review process, and governance requirements.
  • Verify current terms, privacy posture, and export options before adopting any external tool in a production workflow.
  • Prefer reproducible, auditable workflows over tools that make assumptions hard to inspect.

Directory

Package references

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FoundationReviewed 2026-07-03

Research journal template

A structured template for recording hypotheses, assumptions, evidence, decisions, and follow-up review notes.

MethodsResearchReview

Use cases

  • Hypothesis records
  • Review decisions
  • Assumption history

Maintenance signals

Review cadence: Before each publicationRisk: Low operational dependencyReview focus: Completeness of assumptions

Install notes

Use the template from the methods reference.
  • Keep one entry per research question so assumptions and outcomes stay easy to audit.
  • Record rejected ideas as well as accepted ones to prevent repeated weak tests.
Method guide
FoundationReviewed 2026-07-03

Backtest review card

A compact review card for documenting benchmark choice, bias checks, cost assumptions, and limitations.

BacktestingValidationBias

Use cases

  • Historical result review
  • Bias checks
  • Cost sensitivity summaries

Maintenance signals

Review cadence: Every historical studyEvidence quality: Requires supporting assumptionsAudience: Readers and reviewers

Install notes

Use the checklist before publishing historical results.
  • Attach the review card to each historical analysis summary.
  • Use conservative language when a result depends on fragile assumptions.
Evaluation checklist
FoundationReviewed 2026-07-03

Risk review note

A risk-review format for drawdown thresholds, stress scenarios, exposure limits, and escalation triggers.

RiskDrawdownStress

Use cases

  • Drawdown review
  • Stress scenario summaries
  • Risk-budget decisions

Maintenance signals

Review cadence: Before allocation changesReview focus: Downside clarityDependency: No external service required

Install notes

Use the note alongside every portfolio-impacting research decision.
  • Write thresholds before the result becomes persuasive.
  • Keep scenario language concrete enough for another reviewer to challenge.
Risk methods
FoundationReviewed 2026-07-03

Portfolio allocation log

A lightweight log for recording target weights, drift bands, review cadence, and exception decisions.

PortfolioAllocationGovernance

Use cases

  • Allocation governance
  • Exposure tracking
  • Rebalance decisions

Maintenance signals

Review cadence: At each allocation reviewReview focus: Exception disciplineDependency: Process artifact

Install notes

Use the log when changing portfolio-level assumptions.
  • Separate strategic targets from temporary exceptions.
  • Record who reviewed the change and what evidence justified it.
Allocation discipline