Big Fir Data connects the daily work of investment teams: follow markets, research companies, analyze portfolios, organize firm data, and prepare reports. The same workspace supports the data operations that keep those views current and useful.
Big Fir Data brings market, company, portfolio, and firm information into connected workspaces. Analysts can move from a security or company to its financial history and supporting documents; portfolio teams can move from holdings to performance and attribution; and operations teams can see the jobs and source data behind each result.
The platform is modular. A firm can use a focused tool for a particular workflow, then connect more of its process as its data and reporting needs grow. Usergroups, firm settings, and repeatable data jobs help keep each team working from the right context.
Each workspace focuses on a different part of the job while sharing the wider data foundation. Teams can monitor markets, investigate companies, test an idea against history, explain portfolio results, and turn analysis into material people can use.
Organize watchlists, inspect quotes and charts, and review news and upcoming events in one market view. Follow a security from an initial move into deeper research.
Work through financial history, model drivers, estimates, ownership, company documents, and research notes. Keep relationship and activity context alongside the company record.
Build time series and screens, compare companies or transactions, and organize custom datasets, groupings, and variables. Save useful analyses for later review and reporting.
Review holdings and exposures, measure returns and attribution, run portfolio statistics, and assemble reports. Portfolio compiler tools support custom portfolios and benchmark mappings.
Maintain client, account, product, and vehicle information with data warehouse workflows for incoming files and output tables. Keep the underlying records ready for recurring firm processes.
Plan and manage decks in a dedicated workspace, bringing the figures and narrative from research and portfolio work into a clearer presentation workflow.
Investment teams need more than a place to view finished numbers. Source files arrive on different schedules, identifiers need to match, client and portfolio records change, and reports must be reproducible. Big Fir Data supports those operational steps with data ingestion, mapping, firm administration, scheduled jobs, and reviewable outputs.
We can also shape a workflow around the way a firm already works: connect available vendor data, define custom analyses and reports, manage user access, and refine the process as requirements change. The aim is a dependable path from source data to research and client delivery.
Big Fir Data focuses on the work between a raw data feed and an investment decision: identifying what arrived, cleaning and mapping it, checking how it changes an analysis, and making the result understandable to the next person who needs it.
That work crosses teams. Research needs company context and history; portfolio management needs current holdings and clear attribution; client teams need organized records and coherent presentation. The platform connects those efforts while still allowing each workspace to solve a specific problem on its own.
Tell us about your research, reporting, or data workflow problem. We can start with a product walkthrough and then scope the practical path from your current process to a cleaner operating model.