Run your own quant hedge fund stack without hiring a quant team.
TRACFinance gives independent advisors and boutique funds institutional-grade trading automation that runs in their own AWS and Schwab accounts — not in a shared black box.
Containerized services for data, execution, and analytics. No custody of client assets. You stay in control of accounts, permissions, and risk.
The gap between Excel and enterprise trading systems
Small RIAs and boutique funds are stuck between spreadsheets and million-dollar platforms. TRACFinance closes that gap with institutional-style infrastructure sized for your practice.
- • Manual execution is slow, error-prone, and impossible to scale across dozens of client accounts.
- • Off-the-shelf “algos” are closed, opaque, and often designed for retail trading, not fiduciary advisors.
- • Building your own stack requires rare quant+engineering talent and years of investment.
- ✓ A pre-built, containerized trading platform that deploys into your own AWS account.
- ✓ Connect your Schwab accounts, set strategy rules, and let the engine handle execution and monitoring.
- ✓ Full transparency: you see every signal, order, and P&L — with data stored under your control.
From deploy to disciplined execution in four steps
TRACFinance is delivered as a set of Docker containers for data, trading, streaming, and dashboards. You run them in your own AWS environment, connected to your own Schwab accounts.
Launch TRACFinance via an AWS deployment template. Our containers spin up data services, trading engines, and the web dashboard.
Each account is authorized via Schwab’s OAuth flow. No usernames or passwords are stored. Tokens are managed securely in your environment.
Use built-in strategies (e.g., ladder trading, momentum, factor tilts) or extend with your own rules. Apply them across accounts with allocation controls.
View live P&L, exposures, and trade logs from your Flask-based dashboard. Tune parameters, pause or resume strategies, and scale to more accounts as you grow.
Everything you expect from an institutional desk
TRACFinance brings together execution, analytics, and robust infrastructure so you can focus on portfolio decisions instead of plumbing.
Execute rules-based strategies across multiple Schwab accounts with consistent logic and centralized monitoring.
See positions, realized/unrealized P&L, and exposures by account, strategy, or symbol in one place.
Built-in engines support FIFO-style calculations and reporting that align with how active trading impacts tax views.
Start with ladder trading, momentum, and factor-based templates. Extend or customize logic to reflect your investment process.
All components run within your AWS account. We never custody client assets; you keep control over access, monitoring, and risk.
Data, trading, streaming, and dashboard services are deployed as Docker containers, making upgrades and scaling clean and predictable.
Sized for independent advisors and boutique funds
Simple tiers that scale with the number of accounts and strategies you run. Custom pricing available for larger RIAs and platforms.
- • Up to 3 linked Schwab accounts
- • Core strategy library (ladder, momentum)
- • Standard dashboards & P&L views
- • Up to 20 linked Schwab accounts
- • Advanced dashboards & exposure analytics
- • Email support & guided onboarding
- • Branded dashboards & client views
- • Deeper integration with your stack
- • Priority support & roadmap input
Common questions from RIAs & managers
If you don’t see your question here, reach out and we’ll be happy to talk through your specific setup.
See TRACFinance in action
If you manage money and want to bring institutional-style automation to your practice, let’s talk. We can walk you through the platform and explore whether it’s a fit for your workflows.
Request a demo or conversation
Send us a brief note about your practice (AUM range, number of accounts, typical strategies) and we’ll follow up with options for a live walkthrough.