3Fourteen Research

What 3Fourteen Research does

3Fourteen Research is an independent, privately-held investment research firm headquartered in Sarasota, Florida (3Fourteen Research, LLC), founded by Warren Pies and Fernando Vidal. It targets institutional investors (its primary segment) and self-directed professional investors with a horizontally-organized suite of proprietary quantitative models that combine macro market expertise with machine learning. The Research Suite covers eight productized signals: Real Asset Allocation (trend ranking plus ML optimization with built-in stop-loss and scale-in/out), Full-Cycle Trend (monthly top-20 S&P 500 selection on Quality and Trend factors), Daily Sentiment Composite (a single daily reading combining ETF volumes, CTA flows, vol-target positioning, surveys, and options activity), an On-Demand GPU Availability Index that tracks daily GPU availability across cloud providers as an AI-compute demand signal, Crude Oil and Gold daily-updated models driven by fundamentals, positioning, and macro indicators with ML-weighted inputs, Sector Rotation (monthly rebalanced, S&P 500-benchmarked tactical allocation), and S&P 500 Drawdown Risk (dozens of macro, vol, technical, and valuation indicators synthesized via ML to forecast the probability of a 10%+ drawdown in the next month). In 2025 the firm layered on Caliban, an AI-powered research assistant that turns natural-language prompts into charts, backtests, and written commentary using 3Fourteen's proprietary data library. Portfolio Builder is an add-on module that lets subscribers design, test, and maintain custom asset allocation models with optional 3Fourteen alpha overlays and backtested performance.

The firm monetizes primarily through recurring subscriptions. Portfolio Builder is publicly listed at $799/year or $89/month with a free 7-day trial; pricing for the broader Research Suite and Caliban is not publicly disclosed. Distribution is digital-first through the firm's website and app platform with a self-serve intake ("Request Access") trial flow, supported by an earned-media footprint across CNBC, Fox Business, Bloomberg, Barron's, and the New York Times. The three-person core team (Warren Pies, Fernando Vidal, Gary Sarkissian) is complemented by supporting analysts, data scientists, and developers; the firm has not raised external funding and reports no parent company, M&A, or partnership activity. Compliance posture includes GDPR and CCPA disclosures naming the firm as Data Controller for EU subjects and Consumer for California residents.

Name

3Fourteen Research

Legal name

3Fourteen Research, LLC

Website

https://3fourteenresearch.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

3Fourteen Research is an independent investment research firm that combines macro market expertise with machine learning to deliver proprietary quantitative models, a generative AI research assistant (Caliban), and portfolio construction tools for institutional investors and self-directed professionals.

Ownership category

akta.pro rank

Product category

Investment Research Software

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Equity Research (FSACAGAA)

akta.pro secondary industries

Industry & Sector Research (Syndicated/Custom) (BPAHALAE), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Investment research
• Quantitative models
• Portfolio analytics
• Machine learning research
• Market sentiment tools

Headquarters

HQ city

Sarasota

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Subscription Research Services: Annual and monthly subscription plans for research products including Portfolio Builder. Includes free 7-day trial period.
2. AI Research Assistant (Caliban): AI-powered research assistant available to subscribers. Pricing not publicly disclosed separately.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

3Fourteen Research is an independent investment research firm that sells a subscription-based platform of proprietary quantitative models and indicators covering asset allocation, stock selection, sentiment, commodities, sector rotation, and drawdown risk. The offering combines macro market expertise with machine learning and includes the Caliban AI research assistant for conversational chart generation, backtests, and analysis, plus a Portfolio Builder tool for designing and testing custom allocation models.

Product overview

3Fourteen Research is an independent investment research firm that operates as a platform-plus-modules architecture. The core Research Suite provides proprietary models and indicators (Real Asset Allocation, Full-Cycle Trend, Daily Sentiment Composite, GPU Analytics, Crude Oil, Gold, Sector Rotation, and S&P 500 Drawdown Risk) that blend market expertise with machine learning. The flagship AI product is Caliban, an AI research assistant that generates charts, analysis, backtests, and commentary via conversational interface using 3Fourteen's data library. Portfolio Builder is an add-on tool for custom allocation modeling with backtesting capabilities. Weekly commentary and strategy reports provide ongoing market insights. All products are accessible through the company's subscription-based web platform.

Differentiator

Problem solved

Functional benefit

Brands

• Caliban: AI-powered research assistant that generates charts, data analysis, backtests, and written commentary in response to user requests using 3Fourteen's data library and quantitative tools.

Products and services

• Research Suite (Proprietary Models & Indicators) A suite of proprietary investment research models and indicators that blend market expertise with machine learning to surface actionable signals across asset allocation, sector rotation, risk, and stock selection. Targeted at institutional investors and self-directed professional investors.
• Real Asset Allocation Proprietary trend ranking plus ML-based optimization for scaling into and out of positions with built-in stop-loss while staying diversified across the strongest assets.
• Full-Cycle Trend Top 20 S&P 500 stocks selected monthly using a proprietary blend of Quality and Trend factors with built-in turnover controls.
• Daily Sentiment Composite A single daily reading combining ETF volumes, CTA flows, vol-target positioning, survey data, and options activity to gauge whether the crowd is too bullish or too bearish.
• On-Demand Availability Index (GPU Analytics) Real-time GPU availability tracked daily across cloud providers, providing a proprietary signal for AI compute demand and infrastructure capacity.
• Crude Oil Model Daily-updated commodity model driven by fundamentals, positioning, and macro indicators with ML combining and weighting inputs with full transparency.
• Gold Model Daily-updated model tracking real rates, flows, and central bank demand with market expertise selecting indicators and ML optimizing weights.
• Sector Rotation Sector selection based on Trend, Flows, and Tactical ML with precise weights rebalanced monthly and benchmarked to the S&P 500.
• S&P 500 Drawdown Risk Risk indicator using dozens of indicators across Macro, Vol, Technicals, and Valuations, synthesized via ML to predict the probability of a 10%+ drawdown next month.
• Caliban AI Research Assistant An AI-powered research assistant that generates charts, data analysis, backtests, and written commentary in response to user requests. It has access to decades of market data and brings institutional research depth to a conversational interface. Targeted at subscribers seeking custom, on-demand quantitative analysis.
• Portfolio Builder A tool for designing, testing, and maintaining custom asset allocation models. Users can select asset mixes, set benchmark/min/max weights, choose rebalance frequency, and optionally overlay 3Fourteen's alpha model. Includes backtests, performance history, and automatic updates.

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability10 records

Feature9 records

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Ned Davis Research: Independent, quantitative investment research firm known for asset allocation, sector, and trend models. Both 3Fourteen cofounders came from NDR, making it the closest analogue in product mix, methodology (quant + macro), and institutional customer base.
• Hedgeye Research: Subscription-based independent research firm combining macro investing with quantitative tools. Directly comparable GTM (paid subscription, media-led distribution, self-directed and institutional clients).
• Cornerstone Macro: Independent macro research firm serving institutional investors with quant-driven, model-based views on equities and rates. Comparable institutional subscription model and quantitative overlay on fundamental research.
• Real Vision: Subscription-based investment research and media platform targeting sophisticated self-directed investors. Comparable blend of research, video/media distribution, and recurring subscription pricing.
• Zacks Investment Research: Long-running subscription investment research firm with quantitative stock ranking systems. Comparable subscription GTM and quant-driven equity selection focus, though heavier on retail distribution.

Broad incumbents

• Bloomberg Terminal / Bloomberg Intelligence: Dominant institutional financial data, analytics, and research platform with embedded AI assistants. Overlaps with 3Fourteen on research delivery and analytics, but at vastly larger scale and enterprise price points.
• FactSet: Enterprise platform for portfolio analytics, multi-asset data, and quantitative research workflows. Overlaps with 3Fourteen's Portfolio Builder and quant research but serves primarily institutional buy-side at high ACVs.
• Morningstar (PitchBook, Morningstar Research): Broad investment research and data provider spanning equities, funds, and portfolio analytics. Direct overlap with 3Fourteen's stock selection and risk models, especially through Morningstar's quantitative equity offerings.

Emerging players

• TrendSpider: AI-driven technical analysis and charting platform for self-directed investors. Comparable ML-augmented workflow and self-serve subscription pricing, focused narrowly on technical rather than macro research.
• Optuma / MarketTechnician.com: Technical analysis and market analytics platform used by professional analysts. Overlaps with 3Fourteen's Full-Cycle Trend and Sector Rotation products at the technical/quant model layer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/3fourteen-research
• Xx.com/3F_Research

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 3Fourteen Research