MDO just got a lot more powerful!

We’re excited to introduce Surge, My Data Outlet’s new AI Agent, built as a Snowflake Native App and now available in beta for all MDO users.

Surge helps turn questions into real investment workflows.

It can search MDO documentation, understand a client’s licensing setup, and determine how to build workflows using the datasets, functions, and tools they already have access to.

That means Surge can handle both straightforward questions and highly sophisticated investment research requests.

Surge running inside Snowflake — ask in plain English, get an investment workflow back.

For example, users can ask:

Create a sector-neutral, region-neutral portfolio across developed and emerging markets, rebalance monthly, and backtest returns, turnover, drawdowns, and information ratio over the last 10 years.

Identify securities with positive earnings revision momentum, expanding margins, and attractive relative valuation, then generate a repeatable screen and test the signal against a benchmark.

And Surge generates the workflow in clear, readable, and fully editable Python code that users can review and modify.

A real Surge output — fully editable Python, not a black box.

Why Surge Works

What makes Surge especially powerful is that it sits on top of what MDO already provides: a Financial Intelligence Engine for investment workflows.

AI can generate answers. MDO ensures those answers are correct, reproducible, and auditable.

For institutional asset management, this distinction is everything.

MDO takes complex raw financial data and curates it into a structured, analysis-ready foundation that is fast, consistent, and built for real statistical and investment workflows. That includes handling the nuances that matter most in finance: date alignment, look-ahead bias prevention, currency translation, unit normalization, trailing twelve-month calculations, point-in-time logic, and other data standardization challenges that can make or break a model.

In other words, Surge is effective because it is not working from raw data alone. It is working from an investment-ready framework that MDO has already engineered to produce reliable outputs.

MDO is the Financial Intelligence Engine between AI and the raw data.

Built for the Snowflake Ecosystem

Because MDO is built on a robust Snowflake-native architecture, the compute environment is already easy to deploy and scale. That means even non-technical users can build, test, and productionize sophisticated models without needing large engineering teams to create every process from scratch.

Surge brings AI directly into the research and workflow-building process, helping investment teams move faster from idea to implementation.

If you’re already an MDO user, Surge is now available in beta.