🔒 Model Portfolio Orders Gated for Paid Subscribers
Live position sizing and balance-sheet rebalancing recommendations are exclusive to Active Paid Subscribers and Authorized Data License Trialists.
💵 Custom Portfolio Sizing & Multi-Currency Engine
Active FeedEnter your portfolio capital and currency. Sizing recalculates automatically across all holdings:
Allocating > £100,000 / $130,000+ in Capital?
Accredited investors can place capital directly into the Helix Transition Capital Partners LP.
Live Model Order Recommendations
Helix Research Strategy Factsheet
Quantitative Long/Short & Long-Only Balance Sheet Resilience Feeds
Historical Track Record Matrix (2016–2026)
| Epoch / Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016–2022 (BT Avg) | Simulated 10-Yr Octo-Factor Backtest (+28.4% p.a. / Sharpe 1.36 / Beta 0.45) | +28.4% | |||||||||||
| 2023 (Live Prop) | - | -0.4% | +2.7% | +2.0% | +6.1% | +1.9% | +1.3% | +0.5% | -0.5% | +1.4% | +3.1% | +5.2% | +24.1% |
| 2024 (Live Prop) | +6.1% | +4.8% | +7.1% | +5.2% | +4.1% | +4.5% | +8.2% | +3.9% | +7.9% | +6.2% | +5.9% | +8.6% | +91.2% |
| 2025 (Prop ➔ Inst) | +7.1% | -7.1% | +9.0% | +8.8% | +7.6% | +8.2% | +9.2% | +4.1% | +1.5% | -4.2% | +0.7% | +13.3% | +65.4% |
| 2026 (Live Inst) | +8.2% | -7.9% | +3.6% | +3.2% | -0.6% | +3.1% | - | - | - | - | - | - | +22.6% |
Operational Due Diligence Questionnaire (DDQ)
AIMA / AITEC Standardized Quantitative Model & Operational Risk Attestation
Module 1: Quantitative Architecture & Point-in-Time Integrity
• Point-in-Time Integrity: All signals timestamped against immutable archives; mandatory 45-day filing lag applied to SEC filings.
• Forensic Fraud Shield: Systematic Beneish M-Score ($M < -1.78$) and Altman Z ($Z > 1.81$).
• Capacity Limit: Strategy capacity capped at $500M USD based on $<2.5\%$ ADV market impact.
Module 2: Risk Management & HARA-CPPI Dynamic Floor
• Single-Name Concentration Cap: Max 8.5% NAV per asset at cost.
• HARA-CPPI Dynamic Floor: 60% capital preservation floor against High-Water Mark with automated de-risking trigger at 6.5% drawdown.
Module 3: IT Infrastructure, Steganographic Watermarking & Service Level Agreement
• Steganographic Watermarking: All REST payloads embed deterministic float noise signatures to identify unauthorized leaks.
• Target Uptime: 99.95% API availability with pre-market signal delivery scheduled at 08:00 UTC daily.
Master Data License & Factor Feeds
Select strategy tier or subscribe directly to discrete institutional factor feeds
A. Quantitative Strategy Model Feeds (14-Day Evaluation Trial Available):
• Monthly Rebalance
• Web Portal Orders
• Substack Letters
• Friday Close Feed
• OpenAPI JSON REST
• Weekly Trailing Stops
• 130/30 Short Hedge
• Monday Open Push
• CPPI Risk Floor
• Daily Pre-Market REST
• ISIN/CUSIP Decomposition
• Dedicated Quant SLA
B. Standalone Research Factor Feeds (Direct API Integration • No Trial):
C. Master Data License Terms:
THIS MASTER DATA LICENSE & EVALUATION AGREEMENT is entered into between Helix Research Ltd (Company No. 13510590, "Licensor") and the subscriber entity named below ("Licensee") for evaluation of the selected quantitative signal feed tier: Monthly Core Model Portfolio Feed (£75/mo).
1. EVALUATION LICENSE: Licensor grants Licensee a single-user, non-exclusive institutional evaluation license to access the proprietary Helix REST API and signal feeds solely for internal research and portfolio valuation during the 14-day trial term.
2. REDISTRIBUTION RESTRICTIONS: Licensee shall NOT resell, sublicense, broadcast, or redistribute signals to third parties or clients.
3. FORENSIC WATERMARKING: JSON payloads and portal views embed steganographic micro-timestamps to identify signal leaks.
4. JURISDICTION: Governed by the laws of England and Wales.