Why Portx
Portx fills the gap in the market for a sophisticated portfolio management tool for discretionary managers
Portx is a portfolio management software platform for discretionary institutional investors. We represent decision makers who want to improve their performance while taking control of their risk management. Only Portfolio Managers understand the fundamental nature of their portfolio risks, that is why Portx iOpt technology enables intelligent optimisation, which offers the optimal compromise between automation and granular control.

Why Portx UI

Cloud-based interface designed to be operated directly by discretionary portfolio managers, even with no technical background.

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  • Simple interface designed to be operated directly by discretionary Portfolio Managers - no technical expertise required

  • High quality results with minimal effort thanks for iOpt technology

  • Target alpha, include convictions, build your pipeline, use custom universe, precisely control trading limits

Why Portx API

Portx API gives direct access to all Portx features, including optimisation, backtesting and analytics.  Portx proprietary technology iOpt embeds into one technology layer innovative mathematical modelling and portfolio construction best practices to obtain high quality solutions with little effort.

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  • Python-based for fast, modern API integration. Optimised for computational performance

  • Fast and accurate proprietary optimisation engine and analytics API

  • Leverage iOpt technology to optimise with a few lines of code - no specific expsertise required

Why Portx Risk Model

Portx Risk Model is a powerful yet simple tool to analyse and improve the risk and performance of your portfolio through a factor lens. Embrace a modern, technologically advanced and data-driven approach to portfolio management without unnecessary complexities.

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  • Analyse risk and return through factor lens

  • Recognisable, traded factors and clear methodology

  • Use with optimisation and with analytics, both via Portx UI and Portx API


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