Institutional-grade quantitative analysis, systematic risk control, and automated trading infrastructure — built for discerning hedge funds and family offices.欣安量化为对冲基金与家族办公室提供量化分析工具与系统——模型严谨、代码可靠、策略落地执行。
Every engagement is built around precision — rigorous models, clean code, and clear deliverables. No black boxes, no vague recommendations. Just actionable quantitative intelligence.每项服务以精准为核心——模型经过严格验证，代码达到生产级标准，交付物清晰可执行。无黑箱，无模糊建议，只有可落地的量化分析。
01
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Quantitative Portfolio Analysis量化投资组合分析
Alpha/beta decomposition, Sharpe & Sortino analytics, factor exposure attribution, and benchmark-relative performance across equities, options, and futures.Alpha/Beta分解、夏普与索提诺比率、因子敞口归因及基准相对表现分析，覆盖股票、期权与期货。
02
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Risk Control & Hedging风险控制与对冲
Tail-risk frameworks, dynamic hedge triggers, protective options structuring, and drawdown limit systems for long-only and barbell portfolios.尾部风险保护、动态对冲触发、期权保护结构——不管你是纯多头还是杠铃组合，我们帮你把防线设好。
03
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Algorithmic Trading Systems算法交易系统
End-to-end automated strategy development: signal generation, backtesting, and live execution via IBKR, Alpaca, or bespoke broker APIs.覆盖信号生成、策略回测至实盘执行的完整开发流程，支持 IBKR、Alpaca 及定制券商 API 对接。
04
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Options Strategy Engineering期权策略构建
Covered calls, protective puts, wheels, and spreads. Greeks management, GEX analysis, and systematic roll management with full automation.备兑开仓、保护性看跌、Wheel 及价差策略。含 Greeks 管理、GEX 分析与系统化自动展期。
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Macro & Regime Monitoring宏观环境与市场体制监测
Geopolitical event modeling, Fed regime dashboards, yield curve analytics, and commodity/FX overlay signals integrated into your framework.地缘政治事件建模、美联储政策仪表板、收益率曲线分析及大宗商品/外汇叠加信号，整合至投资框架。
06
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Custom Research & Backtesting定制研究与回测
Hypothesis-driven strategy research with walk-forward validation, Monte Carlo stress testing, and ML-augmented signal construction.基于假设驱动的策略研究，配合滚动前向验证、蒙特卡洛压力测试与机器学习信号构建。
02 — Methodology02 — 工作核心方法
Rigorous by design以严谨为核心方法
01
Diagnostic & Discovery诊断与梳理
Portfolio audit, risk exposure mapping, strategy clarification. We model what you hold before we model what you could do.对现有投资组合进行全面审计，梳理风险敞口与策略逻辑。理清现状，方能规划下一步。
02
Quantitative Modeling量化建模
Statistical analysis, signal research, factor construction — all validated out-of-sample with conservative assumptions on costs and slippage.统计分析、信号研究与因子构建，全部经过样本外验证。成本与滑点假设保守审慎，结果可信。
03
Systematic Implementation系统化实施
Python-based automation, API integration, real-time monitoring dashboards. Production-grade code reviewed for latency and fault tolerance.Python 自动化、API 集成与实时监控仪表板，交付生产级代码，覆盖延迟优化与容错处理。
04
Ongoing Calibration持续校准
Regime-adaptive recalibration, live performance attribution, and systematic review cycles. Markets evolve — your systems must too.市场环境持续演变，系统亦需同步迭代。定期重新校准模型，结合实时绩效归因与系统化复盘周期。
Full attribution, Greeks exposure, regime indicators, hedge effectiveness review, and forward scenario analysis.涵盖绩效归因、Greeks 敞口、市场体制指标、对冲有效性评估及前瞻情景分析。
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Production Automation Scripts生产级自动化脚本
Owned, documented Python systems with API integrations, unit tests, and monitoring hooks — fully handed over.附完整文档与单元测试的 Python 系统，含 API 集成与监控钩子，完整移交客户所有。
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Live Monitoring Dashboard实时监控仪表板
Real-time portfolio tracker with P&L, delta exposure, hedge status, and macro overlay signals.实时追踪盈亏、Delta 敞口、对冲状态与宏观叠加信号，多端适配。
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Strategy Research Memos策略研究备忘录
Hypothesis, methodology, in-sample / out-of-sample results, and implementation recommendations.涵盖研究假设、核心方法论、样本内外测试结果及实施建议，达到学术级严谨标准。
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Event-Driven Alerts事件预警通知
Configurable signals for VIX spikes, MA crossovers, geopolitical macro triggers, and position limit breaches.可配置的 VIX 骤升、均线交叉、地缘政治触发及持仓超限预警，自动推送通知。
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Onboarding & Training Sessions入职培训与知识传递
Structured knowledge transfer so your team understands every model and parameter — no black boxes.系统化知识传递，确保客户团队深入理解每一个模型与参数，实现真正独立运营。
04 — Who We Serve04 — 服务对象
Built for sophisticated investors专为成熟的投资者
Profile A类型 A
Small Hedge Funds小型对冲基金
Systematic strategy development & backtesting系统化策略开发与回测
Risk-adjusted performance attribution风险调整绩效归因
Broker API automation (IBKR, Alpaca)券商 API 自动化（IBKR、Alpaca）
Regulatory-aware position sizing合规导向的仓位管理
Tail-risk hedging overlays尾部风险对冲叠加
Profile B类型 B
Family Offices家族办公室
Barbell portfolio construction & monitoring杠铃型投资组合构建与监控
Options income strategies (wheels, covered calls)期权收益策略（Wheel、备兑开仓）
Custom signal research & execution scripts定制化信号研究与执行脚本
05 — About05 — 关于
Science-grade rigor以科学核心方法论驱动量化
Shion Quant brings experimental physics methodology to financial markets — the same statistical discipline, hypothesis testing, and systematic validation used in detecting rare events at the edge of measurability.
Most institutional-grade quantitative tools are inaccessible to smaller, sophisticated investors. Our mission is to close that gap — delivering rigorous, automation-ready analytics at a scale and price point that works for family offices and emerging hedge funds.欣安量化将实验物理的研究核心方法引入金融市场——运用同一套统计严谨性、假设检验与系统化验证流程，应用于资产定价与风险分析。
Every engagement begins with a complimentary 30-minute strategy call. No decks, no pitches — just a direct conversation about your portfolio and what's possible.每次合作均从一次免费的 30 分钟策略通话开始。无需提前准备，直接聊投资组合现状与潜在方向即可。