RECEIVING
A manager's claims, tested before the first meeting
When a manager shares a strategy with you on Pyrite, you do not get a tear sheet. You get the strategy inside a full analytical environment: its detected style, its exposures, its risks and its rank among peers, measured with the same tools you apply to every other fund.
Receiving is free.
TWO WAYS IN
Invited, or subscribed
Invited by a manager | Allocator subscriber | |
|---|---|---|
How it starts | A manager sends you an invitation by email for one strategy. | You upgrade to an allocator account and certify your status. |
What you receive | That strategy, fully analyzable, with the manager’s and the strategy’s registration answers. | Every strategy managers share with you, and every strategy published to all allocators. |
What it costs | Receiving: free. | Receiving: free. |
Who is eligible | US persons can receive one strategy. | US Accredited Investors and Qualified Purchasers (for now). |
The first strategy you receive needs no account upgrade. To receive a second, you upgrade to a certified allocator account. Compare receiving allowances by plan.
WHAT YOU CAN DO
Work on the strategy, not just read it
- Ask the AI. Query the strategy in plain English: style probabilities, factor exposures, drawdowns, rank against any peer group. Explore AI Chat.
- Compare. Put it next to the funds you already follow, and against the whole database or a single style.
- Chart and report. Build your own charts and reports on it with the Report Builder and the templates. Explore Reports.
- Read the manager's registration answers. Structure, track record, assets, terms and operations, next to the analytics.
- Compare the strategies of the managers in the same category: established RIAs, emerging managers, proprietary traders, quant developers.
- Check freshness. Every strategy carries the date its data represents. After 30 days without an update, it is marked "Update required".
WHAT YOU CANNOT DO
The data stays with the manager
No download. You cannot download or export the manager's underlying returns.
No resharing. You cannot pass the strategy on to anyone. Only the manager who registered a strategy can share it.
Internal use. Your analysis and reports are for your own internal use. Any extract you include in your own documents must be marked confidential.
GETTING ACCESS
Three steps
Step | What happens |
|---|---|
1. Accept an invitation, or sign up | From a manager's email, or from the Research Preview. |
2. Confirm your eligibility | Invited recipients confirm they are US persons and acknowledge that Pyrite is not recommending or offering anything, once for each strategy. Allocator subscribers do this once, through the Investor Certification. |
3. Get access | An administrator reviews every Allocator application. Once validated, your account opens with the strategies shared with you, the published strategies and the analysis templates. |
Certifications are renewed every year, or sooner if your circumstances change. Read the US Investor Certification.
WHO CAN RECEIVE
By plan
Plan | Receiving |
|---|---|
Research Preview | One shared strategy. |
Manager | One shared strategy. |
Allocator (US Accredited Investors) | Unlimited shared strategies, and all strategies published to allocators. |
Institutional (US Qualified Purchasers) | Unlimited shared strategies, all published strategies. |
Access outside the United States is not yet available. More jurisdictions will follow.
Received an invitation?
Open the personal link in your manager’s invitation email. Sign in or create an account using the email address that received it.
For allocator access, request an upgrade in your account settings.