An AI agent that caters for holistic (360-degree) market parameters — built on institutional-grade screening, scoring, and index methodology.
Get StartedRp=α+β×Rm
π is your Portfolio Intelligence factor: AI-driven insights that compound your returns beyond α and β.
Spot MSCI index additions and deletions before they happen. Our ATVR-based screening engine scores every constituent so you can position ahead of the rebalance.
Explore PredictionsRank 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...
AI-generated bull/bear analysis and position-sizing guidance tailored to each holding.
View GuidelinesPortfolio Intelligence simplifies index prediction by centralising data coverage and significantly improving the probabilistic accuracy of the underlying models:
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.
Institutional-grade analytics, in one place.
Consolidate all your holdings in one view. Track performance, allocation drift, and cost basis across every portfolio — no more spreadsheet juggling.
Monte Carlo simulation with 1,000+ return paths, Value at Risk (VaR), and inverse-variance optimisation to build the efficient frontier (Markowitz).
Anticipate index rebalances well ahead of the review, with a daily refresh of data against a comprehensive index-maintenance methodology.
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.
Simulate MSCI rebalancing with real market-cap, free-float, and ATVR liquidity data. Four weighting methodologies including capped-weight optimisation.
Rank stocks across Value, Quality, Growth, Momentum, and Risk factors with PEGY valuation. Seven theme presets from All-Weather to pure Momentum.
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: MSCI, NYSE, LSE, NASDAQ, Euronext, SIX Swiss, OMX Nordic.
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Common questions about data, security and methodology.
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