FAQs

Frequently Asked Questions

What is Portx?

Portx is a portfolio construction tool. It uses advanced technology to help Portfolio Managers and analysts shaping their portfolio around their convictions while keeping risks under control.

Why do I need Portx?

How well your convictions are represented in your portfolio is a crucial issue. By definition of portfolio, the interaction among stocks and with market factors can adversely affect how your conviction is represented in your portfolio. In particular, a particular stock can contribute less than expected to return or can cause more drawdown, because of its exposure to one undesired factor. Portx gives you a simple and effective waty to understand these issues and balance them out.

How can I start using Portx?

You can contact us clicking the button "Contact Us". We will be pleased to discuss the most suitable solution for your needs.

What is Portx main benefit?

Every Portfolio Manager must go through a portfolio construction step. Every time you decide how much of a stock to buy or sell, you are modifying the composition of your portfolio and the relative importance of a stock versus the others: this is a portfolio construction exercise. This process is by nature a quantitative one, since you are translating qualitative assessments into quantitative trading orders and there are thousands of portfolio compositions that could represent your convictions. Portx gives you advanced quantitative tools to navigate this complexity easily and without need of specialised assistance, thanks to the proprietary iOpt technology

What is the difference between Portx UI and Portx API?

Portx UI is a graphical interface built on top of Portx API. This means that you have access to exactly the same technology and features from UI and API and therefore the choice depends on the use case. Portx UI has been designed to help discretionary Portfolio Managers better managing their portfolio. Portx API is suited for integration within existing back-ends, for example, within internal toolkits developed in house.

Who should use Portx UI?

Portx UI has been conceived as a sophisticated yet easy-to-use tool that enables quantitative and data-driven decision making for Portfolio Managers. The User Experience has been optimised for being equally suitable as a production daily tool as well as a research tool. Visit the Use Cases pages for more context.

Who should use Portx API?

Portx API gives direct access the Portx core technology, that is the optimiser, the iOpt technology which enables intelligent portfolio construction and to the analytics library. The python API has been optimised for speed and accuracy while maintaining a simple and easy-to-use programmatic interface

What is your Crypto offering?

Portx is bringing experience and technology from the equity institutional investing world to crypto investors. As the crypto market becomes more mature and interest from institutional money managers rises, we partner directly with crypto investment funds and with other solution providers to help clients on custom risk and portfolio solutions, leveraging Portx technology and expertise.

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