PortIQ — Portfolio & Risk Dashboard
One place for exposures, stress paths, liquidity, and board-ready reporting—powered by global market data and DF Analytics analytics engines.
Currently available for Market Risk & Private Equity
The Problem
- Fragmented dashboards across asset classes and geographies
- Manual stress testing with stale assumptions
- Weeks to produce board reports; months to onboard new scenarios
- Black-box models that fail to explain risk drivers
The Solution
- Unified exposure view across all asset classes in real-time
- Interactive stress studio with historical and custom scenarios
- One-click board reports with automated scheduling
- Full explainability with audit trails and attribution
Core Capabilities
Everything you need to monitor, stress-test, and report on institutional portfolios.
Unified View
Consolidate all exposures—equities, fixed income, alternatives, derivatives—into a single, intuitive dashboard with real-time aggregation.
Factor & Regime Analysis
Decompose risk by style factors, macro regimes, and hidden correlations. Identify vulnerabilities before they materialize.
Stress Studio
Build custom stress scenarios or replay historical crises. See P&L impact in seconds with full attribution breakdown.
Liquidity & Implementation
Model liquidation horizons, transaction costs, and market impact across varying redemption scenarios.
Board Reports
Generate presentation-ready reports with one click. Customizable templates for committees, boards, and regulators.
Governance & Audit
Full audit trails, version control, and role-based access. Meet compliance requirements with confidence.
What Makes PortIQ Unique
Narratives → Math
Describe a scenario in plain language—"Tech selloff with credit widening"—and PortIQ translates it into quantitative shocks across your portfolio. No more spreadsheet gymnastics.
"Central bank surprise + EM contagion"Explainability First
Every number comes with context. Drill into any metric to see the underlying drivers, historical precedents, and methodological assumptions. Built for trust, not black boxes.
See PortIQ in Action
A unified view of your entire portfolio—exposures, risks, and opportunities.
Built for Institutional Investors
PortIQ serves the world's most demanding asset owners and managers.
Sovereign Wealth Funds
Manage multi-trillion portfolios with transparency, long-horizon scenario planning, and stakeholder-ready reporting.
Pensions & Endowments
Balance liability-driven mandates with growth objectives. Model funding ratios under stress and communicate clearly to trustees.
Multi-Asset PMs
Navigate cross-asset allocation decisions with integrated factor views, regime signals, and implementation analytics.
Enterprise-Grade Security
Your data is protected by the same standards trusted by central banks and sovereign funds.
Frequently Asked Questions
Ready to Transform Your Portfolio Analytics?
Join leading institutional investors who trust PortIQ for their mission-critical decisions.
PortIQ — NEXT Framework, applied to portfolios
PortIQ bundles the NEXT layers into a single portfolio intelligence platform for PMs, analysts, and risk teams.
Narrative-aware
Reads unstructured signals — filings, news, transcripts, macro context — and turns them into model-ready inputs.
In this product: Narrative agents continuously surface name- and theme-level signals across the portfolio.
Explainable
Every output ships with evidence chains, attributions, and a plain-language rationale you can defend.
In this product: Every alert, score, and recommendation links back to its underlying evidence.
eXecution-ready
Delivered through APIs and apps that plug into existing OMS, EMS, risk, and reporting systems.
In this product: Direct integration with OMS/EMS and IC workflows; APIs for downstream systems.
Trusted
Versioning, approval gates, MRM documentation, and audit trails are built in — not bolted on.
In this product: Full audit trail, role-based access, and MRM-ready documentation per model.