Your holdings
{
"positions": [
{ "ticker": "AAPL", "value": 12000 },
{ "ticker": "MSFT", "value": 8000 },
{ "ticker": "NVDA", "value": 5000 }
]
}
Portfolio intelligence API
The verdict on any portfolio. One API call.
POST your holdings to a single endpoint. PORTIQA returns a composite score, risk balance, concentration, resilience, and what needs attention next — evaluated against 70,000 assets in 45 markets.
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- endpoint
- 1
- assets
- 70,000
- markets
- 45
- free calls / mo
- 5
portiqa — evaluate
LIVE
POST /evaluate HTTP/1.1
Authorization: Bearer pq_live_••••••••
{ "positions": [
{ "ticker": "AAPL", "value": 12000 },
{ "ticker": "MSFT", "value": 8000 },
{ "ticker": "NVDA", "value": 5000 }
] }
200 OK · application/json
{
"score": 78.1,
"status": "Good",
"top_sector": "Technology",
"top_sector_weight": 75.8,
"exposure_plan": {
"target_invested_pct": 72.0,
"target_cash_pct": 28.0,
"stance": "balanced"
},
"suggestions": [ /* 3 items */ ]
}
78.1
Good
- Assets covered
- 70,000
- Markets
- 45
- Endpoint
- 1
- Free evaluations / month
- 5
01
What one call returns.
Every field in the response earns its place. Same engine on every plan — pricing only changes how many calls you make. See the full schema in the API reference.
evaluation.score
Composite score
One number, 0–100, weighing allocation health, risk balance, and resilience — comparable across any portfolio.
evaluation.status
Plain-language verdict
A readable status your users understand instantly — no quant background required to act on it.
top_sector_weight
Concentration read
Where the portfolio is overweight, and how far from a healthy spread it sits — by sector and position.
exposure_plan
Exposure plan
Target invested vs. cash split with a stated stance, fitted to the current market regime.
risk_profile
Risk balance
How the portfolio's risk actually distributes — factor exposures checked against the holder's profile.
suggestions[]
Concrete next moves
Prioritized, specific suggestions to strengthen the portfolio — not observations, instructions.
02
One request in. One verdict out.
Send your holdings, PORTIQA evaluates them against live regime data, you get a decisive answer — all in a single API call.
70,000 assets · 45 markets
Every holding resolved and checked in one pass:
- Allocation health
- Sector concentration
- Factor exposures
- Regime fit
78.1
Good
- Composite score & status
- Sector & concentration read
- Exposure plan + suggestions
03
Built like an instrument.
PORTIQA does one thing and does it seriously: turn raw holdings into a verdict you can build on.
Same engine on every plan
Pricing changes how many calls you make — never the quality of the answer. The free tier runs the identical evaluation as the highest plan.
A verdict, not a data dump
The endpoint tells you what matters, not just what exists. Score, status, and suggestions are designed to be read by humans and parsed by machines.
Built for builders
Clean, stable JSON that drops straight into dashboards, client products, and advisor tooling. One endpoint to integrate, one schema to learn.
04
Common questions.
More depth in the API reference and the analysis guides.
What does the PORTIQA portfolio analysis API return?
A single POST to /evaluate returns a composite score from 0 to 100, a plain-language status, component scores for diversification, risk, quality, signal and trend, concentration metrics including maximum position weight and effective number of positions, a target exposure plan with invested and cash percentages, and a list of prioritised suggestions.
How many assets and markets does PORTIQA cover?
PORTIQA resolves holdings against roughly 70,000 assets across 45 markets, enriching each position with sector, factor and regime data before scoring. You send only a ticker and a market value; everything else is looked up.
Is there a free tier for the portfolio API?
Yes. The free tier includes 5 evaluations per month and runs the identical evaluation engine as every paid plan. Pricing changes how many calls you can make, never the quality of the analysis.
What format does the API accept?
JSON over HTTPS. Send a positions array where each entry has a ticker and a market value, with an optional risk level and cash balance. Authenticate with a bearer token in the Authorization header. The response is JSON.
Does PORTIQA give investment advice?
No. PORTIQA returns quantitative analysis for informational purposes only. Its output describes the structure and characteristics of a portfolio and does not constitute investment advice or a recommendation to buy or sell any security.
Send your portfolio. Get the verdict.
5 free evaluations per month · Same engine as every paid plan