Everything you need to
ship financial data products.

Quadesto's AI pipeline sits between your raw data and the finished visualization. When you upload a CSV, paste JSON, or connect a live data provider, the system's first step is automatic schema detection. The AI inspects column names, data types, value ranges, and temporal patterns to determine what kind of data you're working with — OHLCV price data, macroeconomic time series, options chains, yield curves, or generic tabular data.

Once the schema is understood, the AI recommends the optimal chart type. If it detects open, high, low, and close columns, it suggests a candlestick chart. If it finds maturity and yield columns, it proposes a yield curve with spline interpolation. If the data contains strike prices and implied volatilities across multiple expiries, it recommends a volatility surface. You can always override these suggestions, but for most use cases the AI gets it right on the first attempt.

Beyond chart selection, the AI can compute derived columns on your behalf. Ask it to add a 20-day simple moving average, calculate the spread between two series, or run a Black-Scholes valuation, and it generates the correct derived column expression. These computations run server-side, so the results persist across sessions and are available in every view that references the underlying dataset.

The AI supports natural language refinement. After a chart is rendered, you can type instructions like "change the area fill to semi-transparent blue," "add Bollinger Bands with a 2-sigma width," or "switch to a logarithmic y-axis." The AI translates these into the correct configuration changes and applies them instantly. This means non-technical users — newsletter writers, portfolio managers, research analysts — can produce publication-quality charts without ever touching a settings panel.

Candlestick is the standard OHLC visualization with customizable bull/bear colours. OHLC Bar uses the traditional Western-style open-high-low-close bars. Yield Curve plots maturity against yield with monotone convex spline interpolation, supporting multiple curves for comparison. Volatility Surface is a 3D surface mapping strike price and expiry against implied volatility, rendered as a contour or mesh plot. Volatility Smile shows a single-expiry slice of the surface.

Term Structure visualizes how a value changes across maturities or tenors, commonly used for futures curves and interest rate term structures. Forward Curve plots futures contract prices across delivery months with contango/backwardation detection. Drawdown shows the underwater plot of peak-to-trough decline over time. Equity Curve displays cumulative returns or NAV growth with optional drawdown subpane. Waterfall shows cumulative contribution of sequential positive and negative values, widely used in P&L attribution.

Universal chart types include Line (single or multi-series with optional markers), Area (filled with configurable opacity and stacking), Bar (vertical/horizontal with grouping and stacking), Scatter (with optional size and colour encoding), Heatmap (colour-coded matrix for correlations and seasonality), Treemap (hierarchical data as nested rectangles), Distribution/Histogram (frequency with configurable bins), Gauge (single-value dashboard indicator), and Table (formatted display with sorting and conditional formatting).

Every chart type supports dark and light themes, custom colour palettes, axis formatting, and responsive sizing for embeds.

Statistics includes core operations like mean, median, standard deviation, variance, skewness, kurtosis, percentile, z-score, correlation, and covariance. These functions operate on any numeric column and can be windowed for rolling calculations. Use them for distribution analysis, outlier detection, and cross-asset correlation studies.

Technical Indicators provides a comprehensive library: SMA, EMA, WMA, DEMA, TEMA, RSI, MACD (with signal and histogram), Bollinger Bands (upper, middle, lower), Stochastic Oscillator (%K and %D), ADX, ATR, CCI, Williams %R, OBV, VWAP, Ichimoku Cloud components, and Parabolic SAR. Each indicator accepts configurable periods and parameters. Multi-output functions like Bollinger Bands and MACD automatically generate the required number of derived columns.

Options and Greeks covers full Black-Scholes pricing for calls and puts, plus all first-order Greeks: Delta, Gamma, Theta, Vega, and Rho. Implied volatility solver using Newton-Raphson iteration. SVI (Stochastic Volatility Inspired) surface calibration for fitting parametric volatility models to market data. Put-call parity checks and moneyness calculations round out the toolkit.

Risk functions include Value at Risk (VaR) using parametric, historical, and Monte Carlo methods. Conditional VaR (CVaR / Expected Shortfall). Maximum drawdown, drawdown duration, and underwater series. Beta calculation against a benchmark. Tracking error and information ratio for portfolio analysis.

Fixed Income covers yield curve bootstrapping from par rates, forward rate extraction, discount factor calculation, bond duration (Macaulay and modified), convexity, and DV01. Spread calculations including Z-spread and OAS approximation. These functions let fixed income analysts build complete curve frameworks directly in the platform.

Transforms include normalisation (min-max and z-score), differencing, percentage change, lag/lead, rolling window aggregation, rank, cumulative sum, and resampling. Row-level arithmetic expressions let you write formulas to compute spreads between any two columns. These transforms form the foundation for building complex multi-step analytical pipelines.

Alpha Vantage provides real-time and historical stock prices, fundamentals, and technical indicators with a generous free tier (25 requests/day). FRED (Federal Reserve Economic Data) offers over 800,000 US and international economic time series from the St. Louis Fed, including GDP, CPI, unemployment, and interest rates — free with an API key. US Treasury provides daily yield curve rates, auction results, and debt data directly from the Treasury Department with no authentication required.

CoinGecko covers cryptocurrency prices, market caps, volumes, and exchange data for thousands of tokens. World Bank provides global development indicators spanning GDP, population, health, education, and climate across 200+ countries. Open Exchange Rates delivers real-time and historical FX rates for 170+ currencies.

Polygon.io offers institutional-grade market data with tick-level resolution for stocks, options, forex, and crypto. Databento provides normalised market data feeds for equities, futures, and options with nanosecond timestamps. Twelve Data, FMP, EODHD, Tiingo, Intrinio, and IEX Cloud round out the provider list with varying coverage of equities, fundamentals, options, and alternative data.

Beyond pre-built providers, Quadesto supports custom REST API connections with configurable authentication methods (API key in header, query parameter, or bearer token), custom URL templates, and response path extraction. This means you can connect any data source that exposes an HTTP API — internal databases, proprietary data feeds, or niche providers not yet on the pre-built list.

Every chart in Quadesto can be published and embedded in external websites with a single click. When you mark a workspace as published, the platform generates a shareable URL and an iframe embed code that you can paste into any HTML page. The embedded chart renders with the same fidelity as the in-app version — interactive tooltips, responsive sizing, and your custom theme all carry over.

The iframe approach works universally, but Quadesto also optimises for popular publishing tools. Ghost supports HTML cards where you paste the embed code directly. Beehiiv handles iframe blocks natively. Webflow accepts custom embed components. For Substack, which restricts custom iframes, export as a high-resolution PNG (2x or 3x) and upload as an image with a link to the interactive version.

For static distribution, Quadesto offers PNG export at three resolution tiers: 1x for standard screens and quick previews, 2x for Retina displays and social media posts, and 3x for print-quality output. Each export renders the chart at the exact specified resolution, ensuring sharp text and clean lines regardless of the viewer's device. PDF export is also available for formal reports, client deliverables, and archival purposes.

Embedded charts update when you publish updates from the workspace. If your workspace pulls from a live data provider like FRED or Alpha Vantage, hit Publish Updates to push fresh data to every embed. The URL stays the same — viewers always see the latest published version. For newsletter writers and research publishers, this means your embedded charts stay current without re-embedding.