About
An online service for balancing your or your clients' portfolio(s) to a model you create or buy into. Think Portfolio-Modelling-As-A-Service (P-MAAS).
Run a modelling session
Imagine you have the perfect model of how you would like your portfolio to look like, but you also have all sorts of rules you must keep in mind. To find the perfect set of transactions can be quite a challange. Use this tool and API to do just that.
IEX prices and master data
Integration with IEX (https://iextrading.com/) for Valuation and Securities Master data. The exchange provide data for free, but require attribution, which is specified in the response information.
Currency Exchange Rates
First class integration with https://free.currencyconverterapi.com/ for foreign exchange rates.
Portfolio Management
Keep your client portfolios securely in a cloud database. The system is backed by an API for easy access using tools like spreadsheets or you own systems. This feature is not yet available.
Model Management
The ideal portfolio, if no rules applied; that is a model. Create private models for your own use, or make it public, and be rewarded when it is used by others in a balancing session. Don't worry, your model is still secret. This feature is not yet available.
Securities Master
Each portfolio manager has his own preference as to what he wants to know about a security. Add any attribute to a security, choose a UI for them, schedule updates from providers, and more.. This feature is not yet available.
Terms Management
There's usually a cost involved for trading a stock. This tool takes care of that need for you. Specify costs on a general, class level, for instance asset class or industry group, or portfolio level. This feature is not yet available.
Rules Management
In the real world we have all sorts of rules for buying and selling stocks. This rules system allow you to dictate the rules the modeller must adhere to when creating transactions. This feature is not yet available.
Instrument Pricing and Exchange Rates
As the market move, your portfolio(s) will naturally diverge from the perfect model you got it at yesterday. This service allow you to sign up to providers of pricing information and foreign exchange rates. This feature is not yet available.
Schedules
Nobody want to sit and perform mundane brain dead jobs on a regular basis. This service allow you to configure triggers. For instance, run a modelling session or get new pricing information, etc. This feature is not yet available.
Console
As a developer, you want to be able to quickly test and play around with the API without having to solve other issues like security tokens, etc. Thus we've created the Console where you can create a list of requests and then submit those requests.
Amazon Echo
Enable the Portfolio Modelling skill on your Amazon Echo account and ask it questions about your portfolios like:Alexa. Ask Portfolio Modelling how far my portfolios moved from the preferred model. This feature is not yet available.
Born in the cloud
Portfolio Modelling was built from the ground up using the infrastructure and services provided by AWS providing immense amount of scale and performance.

Modelling

An online service for balancing your or your clients' portfolio(s) to a model you create or buy into. Think Portfolio-Modelling-As-A-Service (P-MAAS).

Model Management

The ideal portfolio, if no rules applied; that is a model. Create private models for your own use, or make it public, and be rewarded when it is used by others in a balancing session. Don't worry, your model is still secret. This feature is not yet available.

Securities Master

Each portfolio manager has his own preference as to what he wants to know about a security. Add any attribute to a security, choose a UI for them, schedule updates from providers, and more.. This feature is not yet available.

Portfolio Management

Keep your client portfolios securely in a cloud database. The system is backed by an API for easy access using tools like spreadsheets or you own systems. This feature is not yet available.

Rules Management

In the real world we have all sorts of rules for buying and selling stocks. This rules system allow you to dictate the rules the modeller must adhere to when creating transactions. This feature is not yet available.

Products

Products

Pricing

Pricing

Getting Started

Getting Started

Documentation

Documentation