The Onboarding Challenge for New PMs 

When a new portfolio manager joins a hedge fund, the first few weeks are often frustrating. Instead of testing strategies, they’re wrestling with setup and access. Infrastructure takes time to configure, data is locked behind approvals, and most initial work happens on local machines - slow and error-prone. 

• Setting up the right infra and credentials is slow. 

• Getting ACLs and access to the right data sources takes weeks. 

• Most early experiments are stuck running locally, far from production scale. 

  
  

How Datatailr Can Solve This 

Datatailr is built to make sure PMs can start working from day one. With a new account, they automatically get full ACLs down to row and column level across 40+ data sources that your admin has set for you. No setup, no waiting on engineering. Just log in and start testing. 

[📸 image on the right: screenshot of Datatailr login + list of sources available] 

Building Blocks of a PM’s Workflow 

Inside Datatailr, all the components a PM needs are ready out of the box: 

• Data Engine for connectivity 

• Jupyter for exploration 

• IDE and Scheduler for scaling 

• Dashboards for analysis 

• Excel Add-in for spreadsheets 

  
  

[📸 image on the left: diagram of the ecosystem with arrows between components] 

From Notebook to Cloud in Minutes 

Example: Denis, a new PM, wanted to backtest a strategy. He combined historical data from S3 with third-party signal data from Snowflake. In Jupyter, he tested different dates and parameters. Then he copied the code into the IDE, added a single Datatailr decorator, and ran it in the Scheduler. 

Now the backtests run in parallel, in the cloud, with deployment, caching, and scaling handled automatically. 

[📸 image below this para: split-screen showing Jupyter on one side, IDE + decorator on the other] 

Key benefits here:  
1. No major changes to your code, no lock in  
2. No developer/IT time was invested here in research and testing  
3. Cloud costs are fully optimized for you; you never go over budget.  

Dashboards, Excel, and Cost Control 

Results show up in Dashboards, making it easy to compare strategies across multiple runs. For PMs who prefer spreadsheets, the Excel Add-in brings the same power into familiar workflows. And with Cost Manager, both PMs and admins can track usage, set alerts, and enforce budgets — so experimentation is safe and predictable. 

[📸 image on the right: dashboard view with performance graphs] 
[📸 image on the left (further down): Excel add-in screenshot with results flowing in] 
[📸 image centered at bottom: Cost Manager screenshot with alerts panel] 

A PM’s Perspective 

And as one of client says:  

Closing 

Onboarding a new portfolio manager doesn’t have to mean weeks of delay.  

With Datatailr, they can go from login to meaningful insight on day one — securely, and at scale.