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Advanced Portfolio AI
for proactive decisions
π represents alternative-data, predictive-AI and structural-efficiency signals layered on top of traditional factor exposure.
Get Startedπ is your Portfolio Intelligence: a new performance factor beyond alpha and beta
Conceptual model — alternative-data, predictive-AI and structural-efficiency signals layered on top of traditional factor exposure.
Quantitative screening built for stock picking and return enhancement
Holistic dashboard centralizing wide range of data from API and files
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 Predictionsπ Screening
Rank 5,400+ stocks across Value, Quality, Growth, Momentum, Risk, PEGY, etc.
Screen StocksStrong momentum with improving fundamentals...
Elevated valuation multiples relative to peers...
π Guidelines
AI-generated bull/bear analysis and summarizing guidance tailored to each corporate fundamental, technical charts and social sentiment.
View GuidelinesPredictive 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.
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.
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.
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.
Exchanges and markets featured: NYSE, NASDAQ, LSE, Euronext, Borsa Italiana, Bolsa de Madrid, Xetra, SIX Swiss, OMX Nordic, Toronto.
Validated against real MSCI reviews
The first thing a quant investor asks is “what’s your hit rate?” Here’s ours.
European index additions correctly predicted before the review announcement.
prediction batches captured across 19 MSCI indices.
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Frequently asked questions
Common questions about data, security and methodology.
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