EstratRix — data intelligence panel applied to investment analysis
Applied Data Intelligence

Investment decisions supported by predictive analysis and daily monitoring

EstratRix processes large volumes of market data and translates this processing into objective recommendations, with performance reports available every day.

Each operation and each indicator are recorded in a consultable panel, so that monitoring does not depend on blind trust in the system.

The Problem

Manual analysis is time-consuming and delays decisions in fast-changing markets

Those looking for additional income from investments rarely have free time to follow quotes, news and indicators during the day. The result is often a late decision or a decision based on incomplete information.

How It Works

A predictive model that continuously processes market data

The platform combines historical series, volatility indicators and market signals into a model that updates its readings at regular intervals, without requiring ongoing manual supervision from the user.

1

Collection and normalization

Data from different sources is standardized to allow consistent comparison across assets and periods.

2

Predictive modeling

Algorithms identify relevant statistical patterns and generate estimates of future behavior with confidence bands.

3

Recommendation with risk control

Each suggestion is accompanied by exposure parameters, defined to limit losses in adverse scenarios.

Continuous processing Models reprocess data at regular intervals, without relying on daily manual analysis.
Integrated risk management Exposure parameters are defined together with each recommendation, not as a separate step.
Operational efficiency Reduces the time needed to monitor the market without eliminating user supervision.
Capabilities

Three modules that support the platform’s operation

Each module fulfills a specific function within the decision process, and the three operate in an integrated manner.

Predictive Analytics

Estimates based on historical patterns

The model crosses series of prices, volume and macroeconomic indicators to estimate likely scenarios, updating the readings as new data arrives.

Risk Management

Exposure limits defined per asset

Each recommendation is accompanied by maximum loss parameters and suggested allocation, calculated based on the asset's recent volatility.

Real-Time Insights

Signals updated as the market moves

Relevant changes in trends or volatility generate updates to the dashboard, allowing strategy review without constant manual monitoring.

Daily Monitoring

Performance reports every day, without exception

Operation is passive from an operational point of view, but monitoring is not. Every day, the platform consolidates a report with the recorded results, so that the user knows exactly how the portfolio behaved.

  • Daily report with net result and current exposure
  • History can be consulted at any time, without the need for a request
  • Risk indicators updated along with performance
Report dateDaily, 6pm
Total recorded exposureVisible on the dashboard
Result of the periodConsolidated per day
risk indicatorUpdated by asset
HistoryAvailable for consultation
EstratRix — team analyzing market data in a corporate environment
About the Platform

Built for those who want results without becoming a market analyst

EstratRix was structured to serve both professionals who seek analytical support in strategic planning and people who invest on their own and do not have time to monitor the market full time.

The objective is not to eliminate human decision-making, but to reduce the effort required to make it with relevant and up-to-date information.

Use Cases

Applicable to different decision profiles

The same analytical base serves different contexts, with recommendations adjusted to the usage profile.

Corporate Planning

Strategy and capital allocation support

Teams that need to justify investment decisions with data find the platform an additional layer of analysis to support committees and budget planning.

  • Scenario estimates for cash allocation
  • Risk indicators by sector and asset
  • Exportable reports for internal presentation
Individual Investor

Additional income with reduced operational effort

For those who already have a main occupation, the platform organizes risk analysis and exposure, leaving daily monitoring as the only time requirement.

  • Recommendations with defined exposure limits
  • Daily report accessible outside of business hours
  • Automatic adjustments according to market volatility
Frequently Asked Questions

Common questions about safety, accuracy and routine use

How is financial data protected?

Account information and transaction history is stored with strict access controls and encryption in transit. Broker credentials, when integrated, follow standard authentication protocols without storing a password in plain text.

Does the predictive analysis model guarantee correct recommendations?

No. Predictive models work with probabilities and confidence bands, not with certainties. The risk management embedded in each recommendation exists precisely to limit the impact of scenarios in which the forecast is not confirmed.

Do I need to monitor the dashboard daily for it to work?

The analytical operation occurs continuously and independently of the user's presence. The daily report exists to provide visibility, not because the strategy requires constant manual intervention.

Is the platform compatible with those who already have a main occupation?

Yes. The proposal was designed for those who have limited time available. Consulting the daily report usually takes a few minutes and can be done at any time.

Is it possible to stop using it whenever you want?

Yes. Access can be terminated at any time, with no minimum period of stay associated with the use of the platform.

Other questions can be directed to the contact channel.

Next Step

Start tracking your decisions with daily updated data

Initial access includes viewing the performance dashboard and current recommendations, with no immediate capital commitment required.

Prefer to talk first? Talk to our team.