Products · Advisory · Research

Act clearly.

Investment judgment, and the data systems behind it, in one independent practice.

Built for investors, investment teams, founders, operators and information-heavy organizations.

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What we do

One practice, three ways it reaches you: products you can use today, advisory scoped to a decision on your desk and research kept in the open.

Solutions

Products we build and run

Five products, live today: portfolio risk, institutional filings, comment moderation, market-event alerts and congressional-trade alerts.

See the products

Advisory

Direct work on your decision

Scoped engagements around one question: a valuation, an allocation, a portfolio risk or a data system. Each ends in a deliverable you can act on.

See advisory

Research

Thinking, kept in the open

The reasoning behind the work is public: portfolio management, valuation, alternative investments, data and neural networks.

Read the research

Solutions we build and run

Five products are live today, each serving a different part of the work. See the full detail on Solutions.

Souppe

Investment Compass

Scores your portfolio across eight risk dimensions and suggests the next security to add, with measurable before-and-after impact.

Visit souppe.ai
13F

The 13F

Institutional Intelligence

Turns SEC 13F filings into readable institutional positioning and capital flows across 8,600+ managers.

Visit the13f.com

SentiSift

Comment Intelligence

Moderates comments in real time and surfaces what readers are saying, multilingual at 94% accuracy across an ensemble of 8+ AI models.

Visit sentisift.com
Cuebit

Cuebit

Event Intelligence

Watches the events that move your holdings around the clock and emails a sharp brief the moment one breaks.

Visit cuebit.pro

Capitol Gains

Congressional Trade Alerts

Emails every newly reported US congressional stock trade, free, from official House disclosures.

Visit capitolgains.info

Every solution

The full lineup

See each product in depth: the problem it solves, how it works and who it is for.

Open Solutions

Advisory when you need direct work

Bring a valuation, an allocation, a portfolio risk or a stubborn data problem and leave with a sharp, defensible answer and the deliverable to act on it.

Investment & decision work

Asset Valuation

A transparent model and a written conclusion that holds up in front of a counterparty, committee or auditor.

Alternative Investment Analysis

An independent read on a private equity, debt, real estate, infrastructure or hedge fund allocation.

Portfolio Consultancy

A clear map of concentration, hidden overlap and downside sensitivity, with concrete moves to strengthen it.

Decision Memos & Positioning Reports

A focused memo on one high-stakes call, or an intelligence report built from institutional 13F activity.

Data & engineering work

Investment Data Systems

Pipelines, datasets, dashboards and reports that update themselves while your team does higher-value work.

Operational Data & Process Systems

The slow, manual data work in your business, turned into systems that run on their own.

Custom Data & Automation

Bespoke engineering for a specific data or automation need, scoped and built end to end.

See advisory

Research, kept in the open

The thinking behind the work stays public: portfolio management, valuation, alternative investments, data and neural networks. Read it at pickel.io.

Ongoing

Shorts

Five-paragraph posts on current events. A format for fast, high-signal thinking that moves from premise to insight with minimal filler.

Read on pickel.io Updated continuously

Investment Desk

A live record of how market ideas become portfolio decisions: investment views, performance and Souppe's risk analysis working together.

Open the Investment Desk April 2024

Portfolio Management

A deep dive into the theory and practice of portfolio management: thinking, psychology and the frameworks that shape how portfolios are constructed.

Read on pickel.io January 2024

Asset Valuation

An in-depth exploration of the methodologies and insights that drive asset valuation, as learned over a career in finance and consultancy.

Read on pickel.io
See all research

One practice behind everything

The products, the advisory and the research come from the same hands and the same standards.

Pickel Fintech is run by Tom Pickel, CAIA: 12+ years analyzing alternative investments for institutional investors and 7+ years building in Python and data (FDP). The judgment to see what matters and the engineering to build it.

I take time to understand what a founder, investor or business owner is working on. Then I help where my experience fits, whether the topic is alternative investments, markets or data. Some of these conversations lead to projects. Others become lasting relationships, and I value those just as much. If you are working on something interesting, I would like to hear about it.
Tom Pickel Tom Pickel CAIA, FDP
More about Tom

How a conversation starts

The starting point is usually a question you are still working through.

1

Say hello

Send a short note describing the question, the portfolio, the market issue or the product you want to use.

2

Clarify the problem

We define what would make the work useful and decide whether the right fit is product access, advisory or a smaller next step.

3

Deliver the answer

The result is concrete: product access, a report, a model, a data pipeline or a clear decision about what to do next.

Working through a portfolio, a market question or a data problem?

Send a short note. You will get a clear next step: product access, an advisory project or a focused recommendation.

Start a conversation