Exposure awareness
Measures concentration, available capital, and portfolio-specific limits before adding risk.
All features
Context for every decision
Portfolio Intelligence
Portfolio analytics connect holdings, orders, market conditions, capital pressure, and strategy outcomes in one decision context.
AvailablePortfolio Intelligence gives the engine a broader view than a price trigger alone. It tracks exposure, age, liquidity, buy quality, sell strategy, and realized outcomes so new actions can be considered in the context of the whole portfolio.
What it contributes
A focused capability inside the larger system
Holding lifecycle
Tracks age, recovery, drawdown, and sell-strategy evidence for each position.
Comparable outcomes
Separates profitable, underwater, and unresolved outcomes for measurable strategy review.
How it works
A visible path from intent to outcome
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01
Measure
Summarize holdings, available balances, and active strategy state.
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02
Contextualize
Join live market quality with historical product and portfolio behavior.
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03
Prioritize
Score decisions within the customer-defined risk and capital budget.
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04
Report
Present outcomes and health signals through web and mobile views.
Controls and boundaries
Automation with a defined operating envelope
- Portfolio rules remain configurable per customer and exchange.
- Historical evidence informs confidence rather than promising outcomes.
- Operational health is monitored independently from trading performance.