InvestOS Blog

Latest — Jun 2, 2025

InvestOS v0.5: MIT License

We’re thrilled to announce InvestOS v0.5.9, a release that marks a new chapter for our open-source portfolio optimization, backtesting, and reporting software! From today, the public codebase is relicensed under the permissive MIT license, removing the last barrier between quants and rapid experimentation. This change empowers hedge-fund

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Your Portfolio Management Software Isn't IP

Portfolio management software is a complicated, costly headache that most investors are ill-suited to build. The finance industry guards its software tools as proprietary, especially in systematic / quantitative investing. This practice is archaic and counterproductive. The evolution of open source software in other domains has democratized the creation of large-scale

InvestOS Guides: It's Happening

We're excited to announce the release of our first two InvestOS guides! They can be found here: * Getting Started * Portfolio Backtesting We think the design of the guide engine is fantastic (see above for a screenshot). Further, the guides are all versioned, and everything is in source control! We can't

Why We Created InvestOS

Thanks to his +20 year career in quantitative investing, Jonathan Briggs, the CIO at Oracle Alpha, has learned a thing or two about creating quantitative investing software. One of the things he has learned by experience: portfolio optimization and backtesting solutions are a nuisance to build, a cost center to

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