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Advanced Portfolio AI for proactive decisions

π powers systematic equity research and stock picking — alternative-data, predictive-AI, event-driven and price-action signals layered on top of traditional factor exposure, across small-, mid-, and large-cap mandates.

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The edge factor

π (portfolio intelligence) beyond traditional finance

Quantitative performance decomposition infographic: Total Return (R_p) = Alpha (unsystematic risk / manager skill) + Beta·R_m (systematic / market exposure) + π (Portfolio Intelligence, next-generation alpha enhancement). Shows the three factors flowing into an optimised portfolio return.
Institutional-grade UI

Quantitative screening built for stock picking and return enhancement

Institutional dashboard mockup showing an MSCI Index Additions screening table with anonymised tickers, inclusion probabilities, and a Monte Carlo VaR line chart with 95% confidence bands.
How it works?

Holistic dashboard centralizing wide range of data from API and files

Isometric illustration of the π data pipeline — CSV upload on the left, a stylised AI brain processing signals in the middle, and a futuristic financial dashboard on the right. Blue and purple gradient lighting, dark-mode aesthetic.
Services
LIKELY ADDITION
LIKELY DELETION
Index predictions

π Predictions

Spot MSCI index additions and deletions before they happen. Our quantitative-based screening engine scores every constituent so you can position ahead of the rebalance.

Explore Predictions
NVDA92
MSFT88
ASML85
Multi-factor

π Screening

Rank 5,400+ stocks across Value, Quality, Growth, Momentum, Risk, PEGY, etc.

Screen Stocks
Bull Case

Strong momentum with improving fundamentals...

Bear Case

Elevated valuation multiples relative to peers...

Narratives

π Guidelines

AI-generated bull/bear analysis and summarizing guidance tailored to each corporate fundamental, technical charts and social sentiment.

View Guidelines
Predictive Engine

Predictive AI Agent

Portfolio Intelligence simplifies index prediction by centralizing data coverage and significantly improving the probabilistic accuracy of the underlying models:

  • MSCI index additions and deletions before official announcements, using quantitative-based screening that mirrors MSCI's own methodology.
  • Market cap movements and free-float adjustments that signal upcoming rebalancing events across global indices.
  • Multi-factor scoring across Value, Quality, Growth, Momentum, and Risk — enabling systematic stock selection backed by quantitative evidence.
predictions/multi-market
MSCI France
+4-338 screened
DSY.PA
142%ADDITION
RI.PA
128%ADDITION
VIE.PA
8%DELETION
MSCI Italy
+2-431 screened
RACE.MI
165%ADDITION
TIT.MI
12%DELETION
BAMI.MI
6%DELETION
MSCI Germany
+3-245 screened
RHM.DE
189%ADDITION
SY1.DE
110%ADDITION
LEG.DE
9%DELETION
Sort: ATVR RatioMay 2026 Review • 3 Markets
dashboard/GOOG
GOOGAlphabet Inc.
$176.42+2.34%
Strong Buy
Market Cap
$2.18T
P/E Ratio
22.4x
EPS Growth
+31.2%
Revenue
$350.0B
PEGY Ratio
0.72
Div Yield
0.45%
ROE
32.8%
Debt/Equity
0.05
Beta
1.06
Analyst Consensus
34 Buy12 Hold4 Sell
All metrics in one viewAlphabet • NASDAQ
Quantitative Edge

Unique capabilities

Portfolio Intelligence doesn't just track your portfolio. It applies institutional-grade quantitative methods that are commonly used by hedge funds and asset managers. Our platform combines multiple analytical engines to deliver actionable insights.

  • MSCI screening engine with liquidity ratio calculation that mirrors the exact methodology used by MSCI for index inclusion reviews.
  • Quantitative data analysis cross-checking multiple data sources to detect errors and maximize data quality standards.
  • Monte Carlo simulation with 1,000+ return paths, inverse-variance optimization and VaR calculation for robust risk management.
0+
Stocks Tracked
across 33 exchanges
0
Countries
global market coverage
0+
Quantitative Factors
valuation, momentum, quality
0s
Real-time
price updates every minute
Platform Capabilities

Everything you need to anticipate the moves with confidence

Institutional-grade analytics, in one place.

Multi-Portfolio Analytics

Consolidate all your holdings in one view. Track performance, allocation drift and cost basis across every portfolio. No more spreadsheet juggling.

Risk Management & Simulation

Monte Carlo simulation with 1,000+ return paths, Value at Risk (VaR), and inverse-variance optimisation to build the efficient frontier (Markowitz).

MSCI Index Predictions

Anticipate index rebalances well ahead of the review, with a daily refresh of data against a comprehensive index-maintenance methodology.

Variance & Correlation Matrix

Compute pairwise covariance and correlation across your holdings. Visualise concentration risk and performance attribution at stock and global-portfolio level, with backtesting and buy/sell simulation across country and sector risk factors.

Index Rebalancing

Simulate MSCI rebalancing with real market-cap, free-float, and liquidity data. Four weighting methodologies including capped-weight optimisation.

Screening & Multi-Factor Scoring

Rank stocks across Value, Quality, Growth, Momentum, and Risk factors with PEGY valuation. Seven theme presets from All-Weather to pure Momentum.

Platform

Superior intelligence in portfolio management

Portfolio Intelligence is an AI-powered analytics platform that learns autonomously every day by analyzing market movements, fundamentals, and index methodology. It has already screened over 5,400 stocks across 45 countries and 33 exchanges.

Trusted data sources across 20+ exchanges

Exchanges and markets featured: NYSE, NASDAQ, LSE, Euronext, Borsa Italiana, Bolsa de Madrid, Xetra, SIX Swiss, OMX Nordic, Toronto.

Tutorial

See Portfolio Intelligence in action

A short walkthrough of the dashboard, screening, predictions and guidelines.

Tutorial video coming soon
Recording in progress. Get notified when it’s live
Product Tour

Every screen at a glance

1 of 13 — use the arrows or keyboard to step through.

Dashboard. Multi-portfolio overview with stock insights and daily analytics.
Open Dashboard
Who it’s for

For the investment community

Four audiences, one platform. Each card maps to the surface that actually solves your day-to-day work.

Total value
$427,318
+1.84%
AAPL120 sh
$28,440+0.6%
MSFT85 sh
$36,210+1.2%
NVDA40 sh
$18,940−0.4%
Multi-portfolio · live prices3 of 8 holdings shown
Individual Investors

Track your portfolio with institutional rigor

Real-time prices across global exchanges, multi-portfolio organisation, and the same MSCI-prediction signals professional desks watch — without leaving your laptop.

  • Live multi-portfolio dashboard with cost-basis tracking.
  • MSCI inclusion / exclusion predictions on tickers you own.
  • One-click bank-statement upload to capture cost prices.
Explore Dashboard
Active criteria
PEGY< 1.0
ROE> 15%
D/E< 0.5
Mkt cap> $5B
Matches
42 stocks
Avg z-score
+1.74σ
Internal scoring · 7-factor modellive universe
Quantitative Analysts

Multi-factor screening with audit-ready data

Compose screens across PEGY, ROE, debt-to-equity, market cap, and a 7-factor internal score. Cross-checked against Polygon, Yahoo, and Finnhub to surface contamination before it pollutes your model.

  • Internal scoring engine with z-score normalisation per factor.
  • Cross-source validation — every metric carries a confidence flag.
  • Excel + raw-data exports for downstream notebook ingest.
Screen Stocks
Next review
MSCI World · Aug 2026
AI-flagged
NOVO.B.COADD
87%
PYPLREMOVE
71%
ASMLADD
64%
3 of 18 predictions shownmonthly refresh
Portfolio Managers

Rebalance with predictions you can defend

Multi-portfolio management, MSCI-driven inclusion / exclusion forecasts with confidence scores, Monte Carlo simulation across 1,000+ return paths, and a rebalancing calculator that respects your weight targets.

  • Index-rebalancing calculator with weight-history tracking.
  • Monte Carlo VaR + inverse-variance optimisation.
  • Confidence-scored predictions you can show clients.
View Predictions
Variance vs. benchmark
Portfolio A · 24 holdings
1 over-weight
Tech
+4.2%
Health
−2.1%
Finance
+0.6%
Energy
−1.3%
Variance matrix · auto-narrativePEGY-ranked
Financial Advisors

Spot drift, narrate it, ship the meeting

Variance matrix highlights every sector / country / factor drift in seconds. Performance attribution explains the move. Auto-narrative pulls it together so your client meeting writes itself.

  • Variance matrix with weighted-average factor cards.
  • Performance attribution breakdown by factor + holding.
  • Guidelines auto-narrative — bull / bear story per portfolio.
Try Guidelines
Backtested

Validated against real MSCI reviews

The first thing a quant investor asks is “what’s your hit rate?” Here’s ours.

Nov 2025 MSCI review
14/ 1687%

European index additions correctly predicted before the review announcement.

Tracked
288

prediction batches captured across 19 MSCI indices.

5,400+ individual predictions generated
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FAQ

Frequently asked questions

Common questions about data, security and methodology.

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