NGEN Markets UK

Institutional-grade fund research and portfolio analytics for the UK's independent financial advisers — designed, built, and operated end to end by ARK Angel Labs.

Fintech B2B SaaS United Kingdom Adviser tooling

Visit ngenmarkets.co.uk ↗

Overview

One methodology, from first screen to client portfolio

NGEN Markets UK lets independent financial advisers screen the whole UK open-ended fund universe, open any fund into a nine-tab analytical deep-dive, and assemble funds into client portfolios that get the same nine-tab treatment — backtested daily, benchmark-relative, computed live in the browser from raw price history rather than pre-canned factsheet figures. Every chart states exactly how it was calculated.

It is the second market for the NGEN platform family: analytics proven on the India platform, re-implemented for the UK's fund universe on licensed institutional data. ARK Angel Labs delivers it end to end — data ingestion pipelines, the in-browser analytics engine, the web application, and daily operations.

9,000+UK funds analysable, from 69,000 share classes

53M+daily NAV records behind the analytics

~200in-house daily category indices, back to 2003

9 tabsof analysis on every fund and portfolio

Capabilities

What the platform does

Whole-market screening

Filter 9,000+ primary UK funds across 64 data columns — returns to 15 years, risk, fees, size, concentration — with saved screens and preset views.

Fund deep-dives

Nine tabs per fund: performance against category, holdings, peers, fees with a 10-year cost-drag illustration, rolling returns, drawdowns, beta, and return profile.

Holdings intelligence

Monthly snapshots power change analytics and a positions-over-time matrix — every security's weight, month by month, colour-coded for builds and trims.

Portfolio backtesting

Weighted fund baskets get a backtested daily NAV, alpha and tracking error, correlations, and contribution analysis that reconciles exactly to the portfolio's return.

Self-built benchmarks

The default comparator is a category blend mirroring each portfolio's own weights, constructed from ~200 in-house daily category-average indices.

Quartile & peer history

Monthly quartile snapshots back to 2016 show how a fund's percentile has travelled, not just where it ranks today.

AI market briefings

An hourly intraday market flash and a daily long-form analysis on UK business days, always labelled as AI-generated.

Markets & macro

World indices, a UK/EU/US macro grid, commodities and volatility, 51 aggregated news sources, and AI country economy reports.

In the product

A closer look

NGEN Markets UK dashboard with intraday AI market flash, macro rates table, and world index cards — The UK dashboard: hourly AI market flash, key macro rates, and world indices with risk statistics.

A UK fund page showing growth of £10,000 against the category average, drawdown chart, and quartile-ranked returns — A fund page: growth against the category average, drawdowns, and quartile-ranked returns over user-controlled windows.

Peer analysis with rank tiles, a risk versus return scatter plot, and a sortable table of category peers — Peer analysis: rank tiles, a risk/return scatter against the category, and a sortable peer table.

Rolling returns and rolling volatility charts with the calculation methodology explained above them — Rolling returns and volatility — with the calculation methodology stated right on the page.

Fund holdings view with weights, concentration tiles, and instrument-type and country breakdowns — Look-through holdings with concentration, instrument-type, and country breakdowns — and honest data-age warnings.

Quartile analysis table ranking a whole fund category on returns, Sharpe, volatility, and cost — Quartile analysis across a whole category: 1Y to 10Y returns, Sharpe, volatility, cost, and trend.

A model portfolio backtested daily and charted against its category blend benchmark with drawdown below — A model portfolio backtested daily against its portfolio-weighted category-blend benchmark.

AI country economy reports alongside a macro statistics explorer with comparison charts — AI country economy reports and a drill-down macro statistics explorer.

Engineering

How it's built

Analytics computed in the browser. A deliberately lightweight, framework-free front end computes backtests, drawdown episodes, rolling windows, and correlations live from raw daily series — interactions are instant and every number is reproducible from visible inputs.
Automated data pipelines. A daily ingestion-to-statistics-to-index chain, nightly NAV refresh, and weekly holdings cycles, monitored for data freshness.
Tested against live data. An automated integration suite exercises the real application code against live data services on every significant change — including cross-checks that two independent implementations of the same statistic agree.
AI, labelled as AI. Market briefings are generated by scheduled backend services and always carry a verification disclaimer; AI never silently alters analytical numbers.

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