Market due diligence
Market due diligence before you size risk
Replace scattered headlines, charts, broker notes, and spreadsheets with one workflow for macro regimes, policy transmission, geopolitical risk, rates, credit, FX, commodities, equities, options context, scenarios, and daily market briefs.
The due diligence checklist
What you need to know before the decision
Ontology turns the messy pre-trade, pre-committee, and pre-risk-review process into a single market due diligence workflow.
Macro data, central-bank moves, policy headlines, geopolitical shocks, liquidity shifts, rates moves, credit stress, and commodity shocks.
Affected assets across rates, credit, FX, commodities, equities, sectors, ETFs, curves, and currencies.
Inflation, growth, liquidity, policy, funding, risk appetite, supply shocks, sanctions, capital flows, and volatility channels.
Regime state, confidence, historical context, indicator confirmation, and conflicting signals.
Options structures, hedge candidates, portfolio risk, allocation shifts, cross-asset impact, and scenario sensitivity.
Daily briefs, event monitors, thesis checks, risk workflows, and investment committee prep.
Replace the research sprawl
One workflow instead of scattered research
Before Ontology, market due diligence means stitching together charts, calendars, headlines, terminal screens, PDFs, notes, and spreadsheets. Ontology gives you the market view in one place.
- - News tabs for overnight developments
- - Separate charts for rates, FX, credit, commodities, and equities
- - Macro dashboards disconnected from market implications
- - Spreadsheet notes for scenarios and thesis checks
- - Manual tracking of geopolitical and policy shocks
- - One-off options and risk analysis
- - Rebuilding the same research process every morning
- Daily market brief with ranked drivers
- Macro regime context across growth, inflation, labor, liquidity, and policy
- Affected assets and transmission paths
- Cross-asset read-throughs across rates, credit, FX, commodities, and equities
- Options, portfolio risk, and scenario modules
- Saved workflows for recurring diligence
- A reusable operating picture for PMs, analysts, and teams
Ranked drivers, exposed assets, second-order effects, and the next modules to open.
Open today's briefGrowth, inflation, liquidity, labor, rates, FX, credit, commodities, sentiment, and financial conditions.
View macro surface
Affected assets, bullish or bearish pressure, timeframe, confidence, and transmission channel.
See market implicationsTurn recurring diligence into daily, intraday, or weekly workflows.
Create workflowUse cases
Built for the market question in front of you
Build a market view for the IC with regime context, ranked drivers, exposed assets, scenarios, and supporting evidence.
Prepare a market briefCheck whether the move is supported by macro conditions, policy transmission, liquidity, rates, FX, credit, and positioning context.
Run pre-trade diligenceSee what macro, geopolitical, policy, rates, FX, credit, and commodity shocks are hitting the book.
Review portfolio riskBreak down whether a GDP, CPI, labor, liquidity, or Fed shock changes the broader market regime.
Check macro impactMove from headline to affected assets, oil/rates/FX/credit read-throughs, hedges, and scenario risk.
Map event impactConnect catalysts to options structures, payoff views, Greeks, scenarios, and event rationale.
See options contextWorkflows
Save the diligence process
Daily ranked drivers, regime state, exposed assets, and second-order effects.
Policy, inflation, liquidity, curves, spreads, funding stress, and risk assets.
Crude, LNG, inflation, rates, FX, credit, equities, options, and hedges.
Conflict, sanctions, chokepoints, countries, sectors, FX, commodities, and risk assets.
Catalysts, structures, payoff, Greeks, scenarios, and event rationale.
What is hitting the book, why, how long it may matter, and what to review.
Who it is for
For investors who need context before conviction
Build a market view before sizing or adjusting risk.
Move from event/data change to cross-asset implications faster.
Replace scattered research with one daily market workflow.
Track policy, geopolitical, commodity, and macro shocks through affected assets.
Use catalysts, scenarios, and payoff context before structuring trades.
Turn market noise into a defensible brief.
FAQ
Common questions
No. News tells you what happened. Ontology connects what happened to market regimes, affected assets, transmission channels, scenarios, and next workflows.
No. It is a market due diligence workflow for understanding context, exposure, pressure, and risk before making investment decisions.
A market operating view with current developments, macro regime context, exposed assets, and modules for options, portfolio risk, and cross-asset impact.
PMs, analysts, family offices, active investors, macro traders, event-driven investors, and teams doing recurring market research.
Run market due diligence before the next decision
Replace scattered research with one workflow for macro regimes, geopolitical risk, policy transmission, affected assets, scenarios, options context, and daily market briefs.