Co Founder & Head of Engineering and Trading, HarmoniQ Insights

Christopher Rosa

Co Founder & Head of Engineering and Trading

HarmoniQ Insights

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Crypto

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

<ul>
<li>Blockchain technology provides decentralized, transparent, and immutable digital ledgers, revolutionizing how transactions and data are managed without reliance on centralized authorities or intermediaries.</li>
<li>Tokens enable participation in blockchain ecosystems by providing access to services, governance rights, or value transfers, playing a key role in incentivizing user engagement and network growth.</li>
<li>Foundations and companies shape the development of blockchain projects, issuing tokens to fund innovation, promote decentralization, and drive community-driven governance, supporting the evolution of Web3 technologies.</li>
</ul>


Blockchain technology provides decentralized, transparent, and immutable digital ledgers, revolutionizing how transactions and data are managed without reliance on centralized authorities or intermediaries.
Tokens enable participation in blockchain ecosystems by providing access to services, governance rights, or value transfers, playing a key role in incentivizing user engagement and network growth.
Foundations and companies shape the development of blockchain projects, issuing tokens to fund innovation, promote decentralization, and drive community-driven governance, supporting the evolution of Web3 technologies.


Digital Asset Primer: Part 2 - Foundations, Companies, and Tokens: Strategic Insights for Investors

William Mann

Independent Insight Provider

Quantitative Analysis

<ul>
<li>This report outlines a Quality-Control step: comparing output recommendations from two AIs: ChatGPT 4.o and o1-preview, to identify and analyze inconsistencies between the AI’s interpretation of the same Inputs/Prompts. </li>
<li>
<a href="https://skr.ma/KGAZA" target="_blank" rel="noopener">The report from Primer 2</a> is uploaded to each AI with the same prompts: to compare and analyze the outputs and settle on a portfolio weighted with relative ETF convictions.</li>
<li>We analyze and adjust the merged AI-driven portfolio where we disagree with the AI's conclusions. Our logic is shared with the AI to derive a final conviction-weighted market-neutral portfolio.  </li>
</ul>


This report outlines a Quality-Control step: comparing output recommendations from two AIs: ChatGPT 4.o and o1-preview, to identify and analyze inconsistencies between the AI’s interpretation of the same Inputs/Prompts. 

The report from Primer 2 is uploaded to each AI with the same prompts: to compare and analyze the outputs and settle on a portfolio weighted with relative ETF convictions.
We analyze and adjust the merged AI-driven portfolio where we disagree with the AI's conclusions. Our logic is shared with the AI to derive a final conviction-weighted market-neutral portfolio.  


Quantamental LLM Primer 3: Quality-Control 2 AI-designed Portfolios to Devise a Final Portfolio

<ul>
<li>
Blockchain Basics: Blockchain is a decentralized ledger recording transactions without a central authority. Participants validate and store immutable, transparent data, ensuring trust and security throughout the network.</li>
<li>
Blockchain Layers: The blockchain ecosystem consists of Layer 1 (core blockchain), Layer 2 (scaling solutions), and Layer 3 (applications), all working together to enable secure, scalable interactions with blockchain technology.</li>
<li>
Key Concepts: Blockchain principles include immutability (data cannot be changed), permissionless participation (open to anyone), and decentralization (no single entity controls the system), ensuring security, transparency, and trust across networks.</li>
</ul>



Blockchain Basics: Blockchain is a decentralized ledger recording transactions without a central authority. Participants validate and store immutable, transparent data, ensuring trust and security throughout the network.

Blockchain Layers: The blockchain ecosystem consists of Layer 1 (core blockchain), Layer 2 (scaling solutions), and Layer 3 (applications), all working together to enable secure, scalable interactions with blockchain technology.

Key Concepts: Blockchain principles include immutability (data cannot be changed), permissionless participation (open to anyone), and decentralization (no single entity controls the system), ensuring security, transparency, and trust across networks.


<ul>
<li>Ask the AI to convert the Trading Strategy Recommendations from <a href="https://www.smartkarma.com/insights/quantamental-llm-primer-crowdsource-expert-outlooks-to-design-a-trading-strategy-with-llms-part-1?slug=quantamental-llm-primer-crowdsource-expert-outlooks-to-design-a-trading-strategy-with-llms-part-1" target="_blank" rel="noopener">Part 1</a> into a L/S Alpha Capture portfolio of ETFs. Iterate several times to ensure the portfolio recommendations are sound. </li>
<li>
Sanity Checkand provide feedback to AI to iterate on portfolio. Generate report with final recommendations. Run same process with another AI to compare its interpretation of the Trading Strategy.</li>
<li>Using Prompt Engineer, compare these two separate AI-driven reports, in both AIs to highlight similarities and differences between the models. Resolve to a final portfolio with this Sanity-Check comparison</li>
</ul>


Ask the AI to convert the Trading Strategy Recommendations from Part 1 into a L/S Alpha Capture portfolio of ETFs. Iterate several times to ensure the portfolio recommendations are sound. 

Sanity Checkand provide feedback to AI to iterate on portfolio. Generate report with final recommendations. Run same process with another AI to compare its interpretation of the Trading Strategy.
Using Prompt Engineer, compare these two separate AI-driven reports, in both AIs to highlight similarities and differences between the models. Resolve to a final portfolio with this Sanity-Check comparison


Quantamental LLM Primer 2: Convert Sellside/Buyside Ideas into a Long/Short Alpha Capture Portfolio

<ul>
<li>Ingest/Summarize Reports: Upload 30+ reports in batches. For each report, catalog key information (title, source, date) and summarize the outlook on equities, risk factors, sector performance, and regional forecasts.</li>
<li>Synthesize and Analyze Data: After summarizing all reports, identify common themes, such as equities trends, sector performance, quantitative risk factors, and regional forecasts. Highlight both consensus views and contrarian perspectives.</li>
<li>Compose Outlook: Use synthesized research to compose Q4 2024 stock market outlook, with sections on consensus market sentiment, key risks, contrarian views, and regional outlooks, attributing insights to respective sources.</li>
</ul>


Ingest/Summarize Reports: Upload 30+ reports in batches. For each report, catalog key information (title, source, date) and summarize the outlook on equities, risk factors, sector performance, and regional forecasts.
Synthesize and Analyze Data: After summarizing all reports, identify common themes, such as equities trends, sector performance, quantitative risk factors, and regional forecasts. Highlight both consensus views and contrarian perspectives.
Compose Outlook: Use synthesized research to compose Q4 2024 stock market outlook, with sections on consensus market sentiment, key risks, contrarian views, and regional outlooks, attributing insights to respective sources.


Quantamental LLM Primer: Crowdsource Expert Outlooks to Design a Trading Strategy with LLMs (Part 1)

HarmoniQ Insights

Digital Asset Primer: Part 2 - Foundations, Companies, and Tokens: Strategic Insights for Investors

Understand the basics of digital assets and their role in blockchain. Learn how to segment digital assets to compare them effectively and create a...

Christopher Rosa

Quantamental LLM Primer 3: Quality-Control 2 AI-designed Portfolios to Devise a Final Portfolio

Step 3 produces the GPT Quality Control Report, comparing outputs of ChatGPT 4.0 and o1-preview AIs to identify inconsistencies and adjust the...

William Mann

Digital Asset Landscape Primer: Part 1

Explore the foundational layers of blockchain, from efficient transaction processing to user-friendly apps, and understand how decentralized...

Christopher Rosa

Quantamental LLM Primer 2: Convert Sellside/Buyside Ideas into a Long/Short Alpha Capture Portfolio

Quality-Control your LLM-assisted Alpha Capture Portfolio, beware of computers "assuming" the future after their training date!

William Mann

Quantamental LLM Primer: Crowdsource Expert Outlooks to Design a Trading Strategy with LLMs (Part 1)

Leverage LLMs to summarize 30+ reports, analyze data for trends, and compose Q4 2024 stock market outlook with consensus and contrarian views.

William Mann

Digital Asset Primer: Part 2 - Foundations, Companies, and Tokens: Strategic Insights for Investors

Understand the basics of digital assets and their role in blockchain. Learn how to segment digital assets to compare them effectively and create a...

Christopher Rosa

Quantamental LLM Primer 3: Quality-Control 2 AI-designed Portfolios to Devise a Final Portfolio

Step 3 produces the GPT Quality Control ​Report, comparing outputs of ChatGPT 4.0 and o1-preview AIs to identify inconsistencies and adjust the...

William Mann

Digital Asset Landscape Primer: Part 1

Explore the foundational layers of blockchain, from efficient transaction processing to user-friendly apps, and understand how decentralized...

Christopher Rosa

Quantamental LLM Primer 2: Convert Sellside/Buyside Ideas into a Long/Short Alpha Capture Portfolio

Quality-Control your LLM-assisted Alpha Capture Portfolio, beware of computers "assuming" the future after their training date!

William Mann

Quantamental LLM Primer: Crowdsource Expert Outlooks to Design a Trading Strategy with LLMs (Part 1)

Leverage LLMs to summarize 30+ reports, analyze data for trends, and compose Q4 2024 stock market outlook with consensus and contrarian views.

William Mann

Step 3 produces the GPT Quality Control Report, comparing outputs of ChatGPT 4.0 and o1-preview AIs to identify inconsistencies and adjust the...