Hit one endpoint and get a sharp read on portfolio quality, risk balance, concentration, resilience, and what needs attention next — across 70,000 assets in 45 markets.
Designed to make portfolio health obvious in one call.
Diversification and concentration checks surfaced instantly.
{
"ok": true,
"evaluation": {
"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": []
}
}PORTIQA turns raw holdings into a clear verdict. Same engine on every plan — pricing only changes how many calls you make. Read the API reference or jump to code examples.
Turn holdings into an intelligible verdict instead of raw numbers alone.
Useful enough for dashboards, client products, or advisor tooling.
The endpoint should tell users what matters, not just what exists.
Send your holdings, PORTIQA evaluates them against live regime data, you get a decisive answer — all in a single API call.
{
"positions": [
{ "ticker": "AAPL", "value": 12000 },
{ "ticker": "MSFT", "value": 8000 },
{ "ticker": "NVDA", "value": 5000 }
]
}Allocation, sector concentration, factor exposures, and regime fit — checked in one pass.