Portfolio analysis built for software products.
PORTIQA turns a list of holdings into structured portfolio diagnostics through one Web API. It is designed for developers who need explainable outputs, not a black-box return forecast.
What PORTIQA does
A client sends tickers, market values, an optional cash balance, and a risk level to POST /evaluate. PORTIQA resolves the holdings, calculates position and sector concentration, combines risk and quality evidence, evaluates trend and market context, and returns machine-readable scores, diagnostics, insights, and suggestions.
The result includes an engine_version, separated component scores, coverage measures, and explicit data-gap diagnostics. Those fields exist so an integration can show not only a verdict, but also the evidence and limitations behind it.
What PORTIQA does not do
PORTIQA does not predict returns, guarantee performance, execute trades, custody assets, or provide personalised investment, legal, or tax advice. Its output is quantitative information that must be interpreted in the user’s own context. See the Financial Disclaimer.
How accountability works
Technical and educational pages are published by the PORTIQA Editorial Team. Method claims are tied to the implementation and reviewed when the scoring engine changes. The methodology explains the main calculations; the data-source page explains input categories, coverage, and limitations.
Contact
- Product and partnership enquiries: hello@portiqa.com
- Integration support: support@portiqa.com
- Privacy: privacy@portiqa.com
- Security reports: security@portiqa.com