Telemetry Mode

Coming Soon!

What is "Telemetry Mode"?

"Telemetry Mode" is a cutting-edge enhancement within the Memos feature of our platform, specifically designed to enhance collaboration and streamline the research process for institutional investors, analysts, and data scientists.

In this mode, a standard Memo can be transformed into a fully-functional, Jupyter-compatible data science notebook. It allows users to seamlessly integrate code execution, data visualization, and analysis into their collaborative documents, thereby bridging the gap between textual reports and interactive data analysis. This provides teams with the ability to perform complex calculations and financial modeling while writing comprehensive investment reports or research analyses, all within a single, unified document.

Key Features

Seamless Transition from Text to Notebook

Telemetry Mode allows users to toggle between standard text-editing and notebook modes.

When activated, the text editor is enhanced with dynamic code cells, input blocks, and the ability to execute code in real-time. Users can still freely add and edit textual content, but they now have the power to integrate code and outputs directly within the document.

Jupyter-Compatible Code Execution

Telemetry Mode supports code execution in various popular languages for financial research and data analysis, such as Python (Default), JavaScript, and SQL.

This makes it an ideal tool for quants, analysts, and researchers who require more than static reports. Users can run complex analyses, retrieve real-time financial data, and display results without leaving the notebook.

Collaborative Environment

Like the rest of the Memos feature, Telemetry Mode supports real-time, multi-user collaboration.

Teams can work together on the same notebook, running and modifying code blocks simultaneously. Version control ensures that changes are tracked, making it easy to revert or compare previous iterations of analyses.

Dynamic Data Inputs

Telemetry Mode allows for dynamic inputs, where users can define variables within the document and adjust these values across the entire notebook.

This is particularly useful for financial modeling, where analysts can change assumptions (e.g., growth rates, discount rates) and see how these changes affect different sections of the report in real-time.

Thanks to Sources as well, you can pull in Assumptions and other variables unique to your team for bespoke, streamlined research.

Rich Visualizations

Users can generate visual representations of their data directly within the notebook. The platform supports:

  • Charts and Graphs: Line charts, bar charts, pie charts, scatter plots, etc.

  • Financial Models: Sensitivity analysis tables, discounted cash flow (DCF) models, and more.

All visualizations are interactive and can be embedded seamlessly into the text, making it easy to explain the underlying assumptions and outputs of your analysis.

Code Block Support

In Telemetry Mode, users can insert executable code blocks anywhere in the notebook. These blocks support various types of analysis:

  • Data Import: Pull data from APIs, CSVs, or databases.

  • Financial Analysis: Run financial calculations and create valuation models.

  • Quantitative Research: Integrate machine learning models, regression analysis, or any complex quantitative technique.

  • Statistical Testing: Perform hypothesis testing or statistical analysis.

Each block is executed "on the fly", and the results are displayed directly below the block, allowing for immediate review and further commentary.

Notebook Cells

Users can break down the notebook into cells, which can be rearranged, run individually, or executed in sequence. These cells support the following types:

  • Code Cells: Execute Python, JavaScript, or SQL queries.

  • Markdown Cells: Add rich-text commentary, headings, and explanations.

  • Output Cells: Visualize results from code execution, including dataframes, charts, or statistical outputs.

Users can also clear or rerun specific cells without disrupting the flow of the entire notebook.

Version Control and Comments

  • Version Control: Track all changes made to the Memo in Telemetry Mode. Users can revert to earlier versions or compare different versions side by side to identify changes in analyses or conclusions.

  • Comments: Team members can leave contextual comments on specific sections, code blocks, or cells, allowing for threaded discussions and feedback.

Export to PDF, HTML, and More

Telemetry Mode allows users to export their memos, including any code, outputs, and visualizations, into various formats such as PDF, HTML, and Markdown.

This makes it easy to share results with stakeholders or archive completed reports for compliance or future reference.

Security and Privacy

Security is a top priority, and Telemetry Mode comes with robust access controls. Users can define who has read, write, or execute access to specific memos.

All code execution occurs in secure, isolated environments, ensuring that sensitive financial models and data remain protected.

Use Cases

  1. Investment Memo with Integrated Valuation Models Analysts can build comprehensive investment memos that not only outline qualitative insights but also include live financial models (e.g., DCF, comparables). The dynamic inputs allow for immediate adjustments to assumptions, while the code blocks handle complex calculations and display updated valuations within seconds.

  2. Collaborative Research Reports Research teams can work together on quantitative reports, where analysts input code for retrieving market data, running simulations, or analyzing performance metrics. Team members can comment on different cells, share visualizations, and refine outputs in real-time.

  3. Quantitative Analysis & Statistical Testing Quantitative researchers can use Telemetry Mode to run statistical tests, model future performance, or optimize portfolios directly within their memos. The ability to work in multiple programming languages ensures flexibility for sophisticated models.

  4. Financial Research Presentations Directors of research can use Telemetry Mode to create interactive presentations for stakeholders. These memos not only contain text but also live models and visualizations, making it easy to demonstrate how various factors affect financial outcomes.

Getting Started with Telemetry Mode

  1. Enable Telemetry Mode: Simply click the dropdown menu in the top-right of any Memo, and click on the "Enable Telemetry Mode" button.

  2. Insert Code Blocks: Add executable code blocks anywhere in your memo by clicking the "+" button and selecting "Code Block."

  3. Run Code: After writing your code, click the "Run" button, and the results will be displayed directly in the memo.

  4. Collaborate: Invite team members to join your memo, work together on the analysis, and leave comments or suggestions in real-time.

Telemetry Mode turns your investment memos into powerful, interactive research hubs, combining qualitative insights with quantitative rigor for a next-generation institutional research experience.

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