Portx UI
simple and powerful
Entirely designed around the needs of discretionary Portfolio Managers to achieve the optimal balance between automation and control.
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Portx is the first portfolio management tool with intelligent optimisation. Portx proprietary technology iOpt makes data-driven decision making simple and effective.
Easily import and embed alpha conviction in optimisation. Use Portx as research tool to help promoting your pipeline into your portfolio by evaluating  scenarios.
Include a custom universe of stocks, indices or ETFs to give more flexibility to the optimiser. Leverage iOpt technology and the granular controls to achieve the optimal balance between conviction and hedging
Easily control the prevalence of factors in your portfolio. iOpt automatically selects which factors to target based on the selected profile, without affecting the portfolio convictions. Further refine the results using the intuitive dropdown menus.
Testing new strategies is now simple: saved strategies are tracked live on a daily basis. Easily compare from within a workspace or in the home page.

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