ARCALPHA PRO · FOR RIAS & FAMILY OFFICES
METHODOLOGY-GRADE · COMPUTED NIGHTLY
This is where your firm writes the index.
Every platform you already use starts from someone else’s benchmark and optimizes accounts toward it. ArcAlpha Pro is the authoring layer above that: your firm composes the methodology, the engine computes it nightly, and every change is explained by the rule that caused it.
The same engine watches everything your firm holds and briefs every seat by morning. One night shift, two artifacts: the morning brief, and the index.
¹ Educational market analysis, identical for every firm. ArcAlpha executes no trades and never accesses client accounts. Sixty-day firm evaluation · no cost · one-page agreement · due-diligence pack included.
§ 01 · THE GAP
The category optimizes. You author.
Advisor software
Runs the firm. Does not watch the market.
Institutional terminals
Watch the market. Priced for a trading desk.
Indexing platforms
Optimize toward a benchmark. Someone else wrote it.
Firms under $500M live in the empty middle: watched by nothing overnight, and handed indices they had no hand in writing. Pro fills both gaps with one nightly engine.
§ 02 · THE INDEX BUILDER
Author a methodology in six steps.
Every parameter is a preset menu, not a free-form number — which limits the room to overfit and keeps any two methodologies comparable. Every option carries an evidence label; ideas our research refuted are not in the menu at all.
Illustrative methodology · parameters are preset menus in the builder
STEP 1
Define the universe
Who is even eligible: size segment, sector or industry scope, price and liquidity hygiene. Fixed before any signal is consulted.
STEP 2
Set the membership gates
Pass-or-fail conditions from the platform’s nightly analysis: momentum-compression state, trend structure, relative strength, an earnings blackout on additions.
STEP 3
Rank, select, and weight
When more names pass than the index holds, the ranking signal sets the order of merit; selection sets the count and spread; weighting sets the character.
STEP 4
Control the churn
Rank hysteresis so borderline names don’t oscillate. Caps on adds and drops per cycle. An annual turnover budget that binds.
STEP 5
Write the tax rules in
A re-entry embargo sized to the wash-sale window. Minimum tenure. A buffer at the long-term boundary. A quiet December. All in the document, not in a black box.
STEP 6
Publish it
A real inception date. Level 1000 tonight. A generated methodology document with version history, a factsheet, and a disclosure kit — created with the index itself.
§ 03 · THE REPORT
Every add, drop, and hold names its rule.
When a client asks why a name left the index, the answer is one line, not an investigation. Reconstitution runs on a schedule, never on a judgment call, and each report is archived with the methodology version that produced it.
§ 04 · TAX RULES, IN THE DOCUMENT
Tax logic you can read, not a black box.
Many platforms manage taxes at the account level, inside a proprietary engine. Here the tax logic is written into the methodology itself — published, inspectable, versioned — shaping when the index demands turnover so that following it stays compatible with tax-efficient implementation.
Mechanics, not tax advice. Tax outcomes depend on each investor’s circumstances; clients should consult their own tax professionals.
Re-entry embargo
A removed name cannot re-enter for a set period — index-driven turnover never itself demands a repurchase inside a wash-sale window. By construction.
Minimum tenure & the long-term boundary
New additions aren’t forced into quick round trips, and a buffer near the one-year membership mark avoids removals just before the long-term boundary — unless a name fails the gates outright.
A quiet December & a turnover budget
Non-essential turnover is suppressed in December, and an annual budget caps what the methodology may demand. Each index wears a tax-efficiency grade with its assumptions one click away.
§ 05 · THE NIGHT SHIFT
The same engine watches everything your firm holds.
Your models and sleeves become books. The platform points its full analysis at what you already own, and every member of the firm starts the day knowing what changed: what entered setups, what released, what degraded, who reports. Written after the close, delivered before the coffee.
MORNING BRIEF · PRODUCT ILLUSTRATION
Book-centric
The engine analyzes your book by default — not a market firehose you filter yourself.
A morning ritual
No login required to know whether today needs your attention. Each brief is a timestamped, archivable record that the book was being watched.
Depth on demand
Every name drills into a full research terminal. Surveillance first, depth one click away.
§ 06 · THE LENSES
Seven lenses. One surface.
Firms assemble this from four or five separate subscriptions. Every seat here carries all of it, pointed at your book by default — and available to the index gates your firm authors.
Sector Flow
Where money is rotating, sector by sector, before it shows up in headlines.
Earnings Intelligence
Who on your book reports, what history says about the setup, and what happened after.
ArcFlow
Institutional options flow and positioning context on every name you hold.
Fundamentals
Durability and financial health, scored and tracked over time.
Momentum Analysis
Quiet phases and active phases: which names are compressing, which just released.
Private Markets Watch
Reported fund marks, IPO pipeline, and transition windows from public filings.
Market Pressure
One number for the whole market, updated nightly, with six years of history, published openly.
BOOK WATCH · PRODUCT ILLUSTRATION
PRIVATE MARKETS WATCH · PRODUCT ILLUSTRATION
The market’s biggest names now stay private for twelve years. Your intelligence layer should not go dark for twelve years. Pro watches the whole arc from public filings: reported fund marks, the filing, the debut, the lockup, the first print.
§ 07 · COMPLIANCE
Compliance-friendly by design.
Tickers in, analysis out. We never see your holdings.
ArcAlpha is a publisher of educational market analysis, not an investment advisor, broker-dealer, or introducing broker. Built so your compliance review is short.
✓ Educational observations
Descriptive market analysis. No recommendations, no directive language, anywhere.
✓ Identical for every subscriber
The same analysis for every firm and every seat. Nothing personalized, ever.
✓ No client data ingested
Tickers in, analysis out. No custodian connections, no accounts, no client information.
✓ Disclaimers throughout
Every surface carries the educational disclaimer, on screen and in email.
✓ Archivable outputs
Briefs, methodology documents, and reconstitution reports are timestamped, versioned records.
Due-diligence pack available
A vendor due-diligence overview is ready for your compliance review. Ask and we’ll send it.
§ 08 · VERIFY US
Check our work before you ever sign anything.
The Market Pressure Index — one number for the whole market, updated nightly with six years of history — is published openly. So is our research, including the studies that didn’t work out.
FOUNDING COHORT
Sixty days of the firm’s night shift, free.
- · Full access for your firm, every seat, for sixty days
- · The Index Builder included — author, compute, and evaluate
- · A direct line to the builder, not a ticket queue
- · Roadmap influence: what your firm needs gets built next
- · Founding pricing that persists when you convert
- · A one-page agreement and a due-diligence pack for compliance
Or write to vivek@arcalpha.io · Existing firm members sign in at pro.arcalpha.io
Educational market observations, identical for all subscribers. Not a recommendation to buy or sell any security. ArcAlpha is not an investment advisor, broker-dealer, or introducing broker.