Request a Diagnostic

The platform

From more than 4,000 ETFs to a strategy you run and monitor.

Four stages, one engine. You choose the objective and the risk you accept, and you keep ownership of the strategy and the accounts it runs in.

Diagnose, improve, build

Navigator to Dashboard.

Each stage does one job. Together they take you from the universe of listed ETFs to a strategy you monitor every day.

  1. Navigator

    Search and select among the more than 4,000 listed ETFs, by exposure, structure and behavior.

    Under the hood

    The Navigator draws on proprietary macro data going back to the 1970s, so every ETF is read against the market environments it has lived through, not only the recent ones.

  2. Quant Engine

    Set the objective, the risk you accept and how often you trade. The engine designs and tests a regime-aware strategy.

    Under the hood

    Machine learning and regime-aware optimization, built in house, turn your objective into a strategy that is tested across market environments.

  3. Overlays

    Apply exposure control to a strategy you already run: volatility control, a hedge, or a different beta profile.

    Under the hood

    Overlays use the same regime-aware engine, pointed at the strategy you already own, so its character is kept while its exposure changes.

  4. Dashboard

    Monitor every strategy, read the regime, and receive the signals on your schedule. You execute in your own accounts.

    Under the hood

    The Dashboard reads the same proprietary macro data as the engine, so the regime you see is the regime the strategy is built around.

The product

What you work in.

The platform is a web application. Your team signs in, selects, designs and monitors.

Navigator
Quant Engine
Dashboard

Delivery

One strategy, any wrapper.

Strategies are built from listed, daily-liquid ETFs, so a strategy moves between wrappers without redesign.

  • Model delivery

    Share the strategy as a model and the signals that go with it, to be implemented in the accounts you choose.

  • Separately managed account

    Run the same strategy in separately managed accounts, in your own name.

  • Fund

    Hold the same strategy in a fund structure, without redesigning it.

Under the hood

Built in house, regime by regime.

The engine runs on proprietary macro data going back to the 1970s. Machine learning and regime-aware optimization, all built in house, turn that history into strategies that are tested across market environments.

Rolling beta and correlation

0.0 0.5 1.0 1.5 200520152025 Latest beta 1.01

Rolling beta moves between 0 and 1.5, lower in contractions and higher in expansions. Correlation to the market follows the same pattern.

Rolling beta of one strategy designed to move between 0 and 1.5, with its correlation to the market. Simulated and illustrative. Does not represent live performance and is not an indication of future results.

Drawdown against benchmark

-40% -20% 0% 200520152025 Benchmark -52%

Drawdown chart from 2005 to 2025. The benchmark falls about half in 2009 and about a quarter in 2022. The simulated strategy draws down about half as much in both periods.

Drawdown of a simulated strategy against its benchmark, with the benchmark's losses shaded. Simulated and illustrative. Does not represent live performance and is not an indication of future results.

Regime timeline

0 100 200 300 400 200520152025 Current: Expansion

Line chart from 2005 to 2025 with shaded bands for late-cycle, contraction and recovery regimes. The simulated strategy line falls less than the benchmark in each contraction.

Market regimes from 2005 to 2025, with a simulated strategy and its benchmark. Simulated and illustrative. Does not represent live performance and is not an indication of future results.

Cap8 is a technology company. We hold no client assets and execute no trades; strategies run in our clients' own accounts.

Strategy Diagnostic

Find out how your strategy behaves before the next regime shift does it for you.

A fixed-fee engagement, scoped with you before we start. NDA available.