Clarity, Discipline, and Governance
- Standardizes posture discussions across CIO, PM, and Risk teams with a single, descriptive regime map.
- Reduces interpretation risk during high-volatility periods by documenting tone objectively and consistently.
- Creates a time-stamped audit trail of cycle transitions for Investment Committee reviews and internal governance.
- Improves team alignment without providing signals, forecasts, or allocation guidance — fully compliance-safe.
Institutional License Options
Pricing reflects the governance value provided: reduced interpretation risk, standardized IC documentation, and clarity during volatility.
Designed for CIO, PM, and Risk leaders who require consistent, time-stamped regime documentation across market cycles.
Investment Committee License
$18,000 / year
For single family offices, private CIOs, and small investment committees
Internal IC documentation and regime context
- Covers 8–12 tickers (client-selected)
- Weekly annotated overlays
- Inter-period updates when conditions meaningfully shift
- Rules-based, descriptive cycle-state classification
- Internal IC, CIO, PM & Risk usage
- Unlimited internal users
- Delivered to a primary inbox with internal forwarding rights
Platform License
$32,000 / year
For multi-PM desks, OCIOs, and institutional platforms
Shared regime documentation across investment teams
- Covers 20–30 tickers (client-selected)
- Weekly overlays plus inter-period cadence
- Multi-PM internal distribution rights (internal use only)
- Internal PM, CIO, Risk, & Research usage
- Unlimited internal users
- Delivered to a primary inbox with internal forwarding rights
Enterprise License
$48,000 / year
For firm-wide institutional use Standardized regime documentation across the organization
- Firm-wide coverage (your full approved internal list)
- Weekly overlays plus inter-period cadence
- Full enterprise internal distribution rights
- Unlimited internal users
- Quarterly summary included
- Optional white-label branding
- Delivered to primary institutional inbox
Optional Add-Ons
Add-ons are optional and can be selected independently of the license tier. They support internal documentation, committee preparation, and governance workflows.
Quarterly Review Pack (Descriptive Summary)
+ $4,000 / quarter
Structured quarterly summary of descriptive cycle transitions for IC documentation.
Internal White-Label Formatting
+ $6,000 / year
Institutional formatting applied to overlays for internal presentations (non-advisory).
Compliance Orientation Session
$750 / session
Internal review on safe, descriptive-only usage across CIO, PM, and Risk teams.
4-Week Pilot Evaluation
$3,500 (4 weeks)
Structured trial for qualified desks that want to see the overlays in their own IC and posture-review context before committing to a full-year license.
- 4-week evaluation period
- Up to 6 client-selected tickers
- Weekly overlays plus inter-period updates when conditions meaningfully shift
- Descriptive-only, governance-aligned format (no signals or trade instructions)
- Internal CIO / PM / Risk usage during the pilot
Pilot fees are fully creditable toward any annual license within 60 days of completion. The 4-week evaluation is designed to give CIO, PM, and Risk teams a clear, low-risk assessment of fit before committing to full-year access.
How Institutional Access Works
- Review the Institutional Access Terms (PDF).
- Select the license tier that aligns with your committee or platform, or a 4-week pilot.
- Optionally select add-ons that support documentation or compliance (full-year tiers only).
- Complete the institutional intake form with key team details.
- Confirm descriptive-only, non-advisory usage internally.
- Submit your approved ticker list; weekly overlays begin the following week.
Institutional Request Details
Your selected license tier or pilot, and any optional add-ons, appear here. This helps ensure the overlays are aligned with your internal documentation and governance requirements.
Overlays strengthen posture documentation and IC preparation by giving CIO, PM, and Risk teams a shared descriptive view of tone and cycle behavior—without altering existing mandates or workflows.
EngineerTrade.io provides analytical and educational research only. Overlay materials classify regime and tone based on historical and contemporaneous conditions; they do not provide investment advice, signals, forecasts, or allocation guidance. All securities are selected solely by the client. Materials are for institutional internal use only and are not for redistribution or public posting.