Open Platform

Investing isn’t about sentiment or luck: it’s about analysing the data.

An analysis platform for investors with a medium- and long-term strategy: technical and fundamental data.

See the platform Let’s talk

38,000+
companies
Listed worldwide.
9,700+
ETFs
Compare costs, returns and risk, and choose with the screener.
60+
markets
The Americas, Europe and Asia, in one place.
30+ years
of history
Price and fundamental series.

Get your subscription

For investors

Analysis platform

Your investment lab. Interactive. Let the data speak. Visualise. Decide.

See the platform →

For learning

Cafinvest

Training with me: sessions to learn how to read companies and the market.

See Cafinvest →

Other services

For asset managers, advisers and banks; for media; for companies and SMEs.

I build custom software. I automate. I analyse data. Want to raise your returns?

Software

  • Data engineering and software developmentDesign and development of end-to-end data systems: ETL pipelines, source integration, data modelling, APIs, web applications and dashboards, with data quality controls, automated tests and production deployment. Python, SQL and PostgreSQL. In finance or in any other sector.
  • Automated reporting and publishingI automate the full cycle of a recurring report, note or article: data extraction and validation, generation of the text and charts, quality gates and scheduled publication to web, email or messaging. Daily, weekly or monthly reporting, with traceability and human oversight.
  • Development with AI agentsI integrate AI agents into the workflow of your development and data team to raise its output: implementation from specifications, test generation and maintenance, migrations and refactoring, technical documentation, code review and automation of repetitive tasks. With defined working rules and human review of everything they produce.

Finance

  • From financial product to specFunctional analysis between business and technology: I gather the requirements for the instrument, rule or process you need and write the functional and technical specification in enough detail to build, test and audit it — identifiers, calendars, currencies and data criteria included.
  • Closing, forecasting and reportingMonthly financial reporting for management: KPIs, variance analysis, forecasts and return on investments, with the accounting treatment applied correctly. I validate data integrity and leave the trail of every figure in view — including a dashboard for whoever decides.
  • Valuation and modelsFinancial modelling and valuation of companies and projects: discounted cash flow, IRR, WACC, trading multiples, dilution and waterfalls. Also sector models — energy, real estate — and merger and acquisition models. I build the model or review the one you already have.
  • AI applied to financeI prepare the data and text to train and evaluate language models on financial information, build document-grounded retrieval systems (RAG) over annual accounts, earnings presentations or news flows, and audit the output: where the model invents the figure, the assumption or the conclusion. On-premises deployment when the data cannot leave the company.
  • Market, capital and productMacroeconomic and market analysis — economy, geopolitics, capital flows and regulation, by region, style, sector and location — turned into scenarios for your product or your report. ESG enters as an analytical data point in the report, not as a stamp on a portfolio.
  • Transaction toolsDigitisation and automation of the operational processes of a transaction: data rooms, interfaces between systems and half-digitised flows. I analyse them, automate them and leave them documented and repeatable: fewer manual steps, the same control criteria.
  • Quantitative researchI research and validate statistical signals on market inefficiencies in equities, ETFs, futures, FX, options and prediction markets: hypotheses, backtesting with out-of-sample validation and overfitting control. Documented, reproducible methodology; the outcome is not sold in advance.
  • Risk modelsConstruction and independent validation of the risk models your business has to be able to defend: credit (structured included), rating, market and real estate. With honest intervals, not false precision.
  • Business economicsEconomic analysis of the business: margins, break-even, process costs and market size. For SMEs, in addition, invoicing and bookkeeping automated on a system that runs without manual intervention.
  • Portfolio monitoringPortfolio monitoring models: risk, expected return and asset-liability matching (ALM), always with the assumptions in view. You decide the allocation.

Tell me what you need: we talk it through and I send you the terms.

Who I am

I am Javier Bernal-Polo: developer, data engineer and quantitative analyst in finance.

Who is behind it

Let’s talk.

The quickest way to know if this fits: write to me.

Let’s talk See pricing