Your best ideas never leave your machine.
Quantery is a desktop quant & backtesting engine for serious retail investors. Build theses, screen the entire US market, and run unlimited point-in-time backtests — entirely on your own computer. Bring your own AI and market-data keys; your research, your edge, and your data never touch anyone else's servers.
One-time perpetual license — $249 launch price (reg. $499). First year of updates included. Runs forever offline, macOS & Windows.
| Symbol | P/TBV | Quant | Composite | Verdict |
|---|---|---|---|---|
| ACME | 0.82 | 11 | 17 | STRONG |
| NDMO | 1.04 | 10 | 14 | WATCH |
| FICT | 1.19 | 9 | 12 | WATCH |
| SMPL | 0.71 | 12 | 9 | PASS |
Why serious retail investors run it local
Online screeners and backtesters want a subscription — and a look at your best ideas — in exchange. Quantery flips that: you own the tool, and nothing leaves your desk.
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Your edge stays yours
Your theses, screens, and results live only on your machine. You never upload your best ideas to someone else's platform to have them logged, ranked, or resold. Private by construction.
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No subscription treadmill
Buy the license once and run unlimited scans and backtests forever — no per-backtest metering, no four-figure annual bill, no features held behind a higher tier.
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Private & offline by default
The whole engine runs on your desktop. Bring your own data and AI keys and use them directly — or work fully offline against the history you've already pulled.
How it works
Think of it as a refinery: raw filings and prices go in, tested theses come out. You turn the crank.
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1
Define a thesis
Write your strategy as a small YAML spec — universe, features, scoring criteria, gate, verdict bands. Ships with templates: deep-value capitulation, Graham net-net, Piotroski F-score, Magic Formula, Buffett-quality, earnings-yield.
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2
Scan the universe
Evaluate the whole US equity universe against point-in-time fundamentals from primary SEC filings — as they were actually reported, no restatement leak.
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3
Backtest walk-forward
Replay the thesis across history — as many times as you want — with survivorship-aware, anti-look-ahead safeguards. Event study plus a naive portfolio, benchmarked against SPY and IWM.
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4
Optionally AI-score
Bring your own AI — Claude, OpenAI, or a local model — to score the qualitative criteria on survivors. Or run quant-only, with no AI at all.
What you get
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Unlimited backtesting
Run as many walk-forward backtests as you want — no per-run metering, no credits, no caps. Event studies plus a naive portfolio, benchmarked against SPY and IWM.
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Flexible thesis building
Write any strategy as a small YAML spec — universe, features, scoring criteria, gates, verdict bands. Ships with templates (deep-value, Graham net-net, Piotroski, Magic Formula, Buffett quality, earnings-yield), then bend them into your own.
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Screen the whole US market
Rank the entire US equity universe against your thesis, then drill into any name. Your criteria, your gates, your verdict bands — not a black box.
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A big head start of history
Comes seeded with a large starter dataset — point-in-time fundamentals, prices, and options history back to 2008 — so you can build and backtest from day one, then pull more with your own keys.
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Point-in-time & survivorship-aware
Backtests see only what was known on each date, and keep delisted names in the historical universe. Honest by construction — no look-ahead, no survivorship leak.
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Optional AI scoring
Bring your own AI — Claude, OpenAI, or a local model — to score qualitative criteria on survivors. Or run quant-only, with no AI and no keys at all.
Bring your own keys
Quantery talks to data and AI providers with your API keys — stored locally, used directly from your machine. No proxy, no markup, no lock-in. Lean on free tiers, or run with no keys at all.
Market & fundamentals data
- SEC EDGAR Free · primary-source, point-in-time fundamentals
- Financial Modeling Prep Prices, the US universe & market data
- Alpha Vantage Historical options chains back to 2008
More data sources planned in future updates.
AI scoring optional
- Anthropic — Claude Your API key, or the local Claude CLI
- OpenAI GPT models via your API key
- Local models Ollama, LM Studio, llama.cpp, vLLM — fully offline
- No AI Quant-only scans need no AI and no keys
More providers planned in future updates.
Pricing
Honest and simple: one perpetual license you own forever, with your first year of updates & support included. It continues at $99/year — opt out at checkout, and your license stays perpetual either way.
Quantery
Regular price $499 , introductory price $249 one-time
Introductory launch price — rises to $499
Perpetual license
- Buy once, own it — works offline forever
- First year of updates & support included
- Your own API keys; your data never leaves the machine
- All thesis templates + your own YAML theses
- Point-in-time scans & walk-forward backtests
- macOS & Windows
Secure checkout via Lemon Squeezy.
Support & Upgrades
Free first year
then $99 / year — cancel anytime
Annual support & upgrade rights
- New versions & data-source updates as they ship
- Priority support
- Gates downloads only — never the app you own
- Lapses gracefully to a fully-working point-in-time build
Added to your order by default — opt out at checkout in one click. Your base license stays perpetual whether or not it renews.
Data-honest by design
- Research tooling, not investment advice. Quantery helps you test ideas; it does not tell you what to buy.
- Your keys and data stay on your machine. No proxy, no phone-home for your research, no lock-in.
- Verify against primary filings. Fundamentals come from SEC EDGAR; demo mode ships clearly-labeled fictional data.
Download
Builds for macOS and Windows are issued after purchase and delivered through your license. Buy a license to get your download link.
Buy a license