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Sable Overview

Sable is the P&L analytics platform that processes and visualizes investment performance data for AIC Holdings.

Components

ComponentURLDescription
Sable Appsable.jettaintelligence.comMain analytics dashboard
Sable Datasable-data.jettaintelligence.comdbt transformation pipeline & API
Chat Sablechat.sable.jettaintelligence.comAI-powered data queries

Architecture

┌─────────────────────────────────────────────────────────────────┐
│ DATA SOURCES │
│ BTIG Files (CSV) → Supabase Storage → file_upload table │
└─────────────────────────────────────────────────────────────────┘


┌─────────────────────────────────────────────────────────────────┐
│ MEDALLION LAYERS │
│ Bronze (raw TEXT) → Silver (typed) → Gold (enriched views) │
│ via dbt models │
└─────────────────────────────────────────────────────────────────┘


┌─────────────────────────────────────────────────────────────────┐
│ PRESENTATION │
│ Sable Dashboard │ Chat Sable (AI) │ API Endpoints │
└─────────────────────────────────────────────────────────────────┘

Key Features

  • Modified Dietz Returns - Time-weighted return calculations matching BTIG
  • Position Tracking - Daily NAV, P&L, and position changes
  • Cash Flow Analysis - Fund flows, contributions, and redemptions
  • Risk Metrics - Beta, Sharpe ratio, drawdowns
  • BTIG Reconciliation - Automated comparison with prime broker data

Tech Stack

LayerTechnology
DatabasePostgreSQL (Supabase)
Transformationsdbt (Data Build Tool)
OrchestrationDagster
Backend APIFastAPI (Python)
FrontendNext.js
AI QueriesClaude via Artemis