Check the sources
Read the passages used in the review, their information cutoffs and the review’s coverage. Evidence Analysts work from material available at the cutoff, and the CRO assesses their findings.
Ask for a strategy.
See the work behind it.
Give Claude Code or Codex one sentence. AlphaLattice prepares public market data, runs the studies and builds a research portfolio for the date you choose. Follow the work in your browser, inspect the inputs and read the committee’s review.
Explore the Workbench
Example workspace using synthetic data.
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Historical replay of Trend Rebound Book.
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Historical sector exposure and replay weights.
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A saved risk study, using synthetic data.
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Evidence review from an earlier recorded run.
View full imageOpen the Workbench in your coding app’s browser to see the positions, inspect the studies and read the review. See the README example
Start with a sentence.
Open a new folder in Claude Code or Codex and send the message below. Your agent handles setup and research, asking you for decisions such as network access.
Use https://github.com/xinglin-li/alphalattice to build me a reviewed Trend Rebound strategy from public data and show its dated research positions; open the Workbench in your built-in browser so I can follow it.
What your agent does
Prepare the data
It prepares public market data for about 470 US large caps from the S&P 500, Nasdaq-100 and Dow.
Run the studies
It fits the strategy’s models and runs its risk studies.
Build the portfolio
It produces positions for your requested date, using only information available before that date’s cutoff.
Review the evidence
Evidence Analyst agents read SEC filings. The chief risk officer (CRO) assesses their findings.
Discuss the result
A committee with four roles—PM, Alpha, Risk and CRO—records its objections and rulings. It does not change the calculated numbers.
See what the reviewers said.
Read the source passages, the committee’s objections and the final report alongside the portfolio.
See where the committee disagreed
The portfolio manager (PM), Alpha, Risk and CRO discuss the result. The PM rules on their challenges. The committee can decline to endorse it, and its suggestions and dissent stay in the report.
Read the final report
The report brings together the positions, risk assessment, citations, review coverage and committee’s views. It also keeps the reservations alongside the result.
The worked example states which filings the review covered and where the evidence was limited.
Read the worked exampleBefore you start
- Environment
- Local execution. Windows supported.Linux and macOS installation checked in CI.
- Agents
- Claude Code or Codex
- Agent costs
- Access and usage costs are separate from AlphaLattice. Your provider’s terms apply.
Measured on Windows · 0.2.2 · Claude Code + Haiku
- First use
- 121.8min
- First daily update
- 43.6min
Times from that workload, not a prediction for your machine. These are not new measurements for 0.2.3.
Read the measurements and limitsCurrent state
AlphaLattice is early. It produces research positions, and you make the decisions. Its historical universe uses today’s index membership, so the research has survivorship bias; the report states that limitation.
Release notes