Portfolio analytics
Score holdings, identify concentration and event risks, and evaluate potential portfolio improvements.
About J79
J79 is the company behind Sage, a portfolio analytics and financial intelligence platform. We transform SEC filings, institutional ownership, market signals, company fundamentals, and portfolio exposures into evidence-linked intelligence investors and applications can use.
What J79 does
Sage is designed for investors, research teams, data platforms, and agentic systems that need trustworthy financial context instead of another disconnected data feed.
Score holdings, identify concentration and event risks, and evaluate potential portfolio improvements.
A proprietary 1–100 stock score synthesizing quality, safety, momentum, balance-sheet strength, technical signals, and risk.
Normalize company disclosures and surface the material changes hidden inside primary-source filings.
Compare companies and portfolios with ownership signals from major professional investors.
Use governed Iceberg tables, SQL, APIs, events, and automated delivery across AWS, Azure, and Google Cloud.
Ground AI agents in structured financial data with evidence, provenance, and integration-ready interfaces.