Portfolio Intelligence
Professional-grade analytics, MSCI index predictions and quantitative screening. The intelligence layer that gives your portfolio a systematic edge.
Rp=α+β×Rm
π is your Portfolio Intelligence factor: AI-driven insights that compound your returns beyond α and β.
Platform Capabilities
Everything you need to make data-driven investment decisions, 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) at 95th/99th confidence, and inverse-variance optimisation to build efficient portfolios.
MSCI Index Predictions
Spot index additions and deletions before they happen. Our ATVR-based screening engine scores every constituent so you can position ahead of the rebalance.
Variance & Correlation Matrix
Compute pairwise covariance and correlation across your holdings. Visualise concentration risk and performance attribution at the stock level.
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.
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Add π to your portfolio
Frequently Asked Questions
Common questions about data, security and methodology.