About Histometrics

A BDC and CEF analytics workbench for advisor research.

Coverage, ticker review, scenario testing, and recommendation memo production.

What the product does

Histometrics brings BDC, CEF, ETF, and stock coverage into one advisor-facing workspace. The public product surfaces emphasize the income universe first, especially the tracked BDC and CEF registry.

The intended research path is visible in the app itself: identify candidates in the screener, review symbol-level context on ticker pages, test portfolio changes in backtests, and generate a recommendation memo from the same scenario.

Who it serves

The product language and current public examples are aimed at advisors and analysts working on income sleeves, retiree portfolios, and repeatable recommendation work.

Histometrics is not presented as a consumer brokerage, trading venue, or execution platform. The app focuses on analytics, saved work, and deliverable preparation.