Advanced Portfolio AI
for proactive decisions
π represents alternative-data, predictive-AI and structural-efficiency signals layered on top of traditional factor exposure.
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Beyond alpha and beta, a new performance factor
Conceptual model — π represents alternative-data, predictive-AI and structural-efficiency signals layered on top of traditional factor exposure.
Quantitative screening built for the institutional trading desk
Holistic dashboard of data centralized from wide range of formats
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, and Risk with PEGY valuation.
Screen StocksStrong momentum with improving fundamentals...
Elevated valuation multiples relative to peers...
π Guidelines
AI-generated bull/bear analysis and position-sizing guidance tailored to each holding.
View GuidelinesPredictive AI Agent
Portfolio Intelligence simplifies index prediction by centralising 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 typically reserved for hedge funds and asset managers. Our platform combines multiple analytical engines to deliver actionable insights.
- MSCI screening engine with ATVR (Annualised Traded Value Ratio) calculation that mirrors the exact methodology used by MSCI for index inclusion reviews.
- Quantitative data analysis comparing multiple data sources to detect divergences, stale data, and FX conversion errors — automatically, every day.
- Monte Carlo simulation with 1,000+ return paths, inverse-variance optimisation, and VaR calculation for robust risk management.
Everything you need to invest 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 ATVR 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 analysing 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.
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Frequently asked questions
Common questions about data, security and methodology.
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