Tools Pros Actually Use. Signals You Can Trust.
PortIQ and Epsilon give portfolio managers, risk teams, quants, and traders an explainable, always-on edge—unifying exposures, stress paths, and idiosyncratic risk into proposals you can act on.
Who This Is For
Built for front-office and risk professionals who demand precision, speed, and explainability.
Portfolio Managers
Front-line decision-makers managing multi-asset portfolios
Risk Officers & Analysts
Teams responsible for monitoring and reporting portfolio risk
Quant Researchers
Quantitative analysts building and validating risk models
Traders & Execution
Desks managing implementation and market impact
CIO / IC Office
Investment committees requiring explainable, board-ready analytics
Data & Analytics Engineers
Teams integrating risk systems and data pipelines
The Challenges We Solve
From fragmented tools to black-box models—we turn friction into flow.
Siloed Data & Fragmented Tools
Late Idiosyncratic Surprises
Slow Decision Cycles
Black-Box Models
Solution Overview
Two engines, one seamless workflow—from signal to action.
PortIQ
Unified dashboard for exposures, factor analysis, stress testing, liquidity monitoring, and board-ready reporting. Your single source of truth for portfolio risk.
- Real-time exposure aggregation
- Stress & scenario studio
- Liquidity & implementation costs
- Automated board packs
Epsilon
Idiosyncratic risk engine that detects weak signals early, quantifies impact, and proposes actions—all with explainability that passes muster with ICs and MRM.
- Name-specific risk detection
- Quantified P&L impact
- Action proposals with urgency
- Full audit trail
The Narrative → Math Bridge
Epsilon transforms unstructured signals—news, filings, transcripts—into quantified risk metrics that feed directly into PortIQ's stress and scenario framework, ensuring every alert has a clear P&L translation.
Key Capabilities
Six pillars of practitioner-grade risk intelligence.
Unified Portfolio View
Single-screen visibility across all exposures, factors, and risk metrics with real-time updates.
Factor & Regime Analysis
Decompose returns and risk by factor, detect regime shifts, and stress-test positioning.
Stress & Scenario Studio
Run historical, hypothetical, and reverse stress scenarios with instant P&L impact.
Idiosyncratic Risk Heartbeat
Always-on monitoring for name-specific, sector, and counterparty risks with quantified impact.
Action Proposals
Automated, explainable proposals with cost/benefit, urgency scoring, and one-click approval.
Governance & Audit
Full audit trail, versioned decisions, and MRM-ready documentation for every action.
Use Cases by Role
Tailored workflows for every seat at the desk.
Portfolio Managers
- Monitor concentration and factor drift in real time
- Receive actionable proposals with cost/benefit before market open
Risk Officers & Analysts
- Generate stress reports and scenario analyses on demand
- Track alert lead-time and precision for continuous improvement
Quant Researchers
- Validate idiosyncratic signals against historical performance
- Backtest proposal rules and threshold calibrations
Traders & Execution
- Reduce implementation slippage with pre-trade cost estimates
- Integrate proposals directly into OMS/EMS workflows
CIO / IC Office
- Board-ready dashboards with explainable risk narratives
- Decision audit trails for governance and compliance
Data & Analytics Engineers
- API-first architecture for seamless data pipeline integration
- Flexible export to BI tools and internal reporting systems
KPI Framework
Measurable outcomes we track—and help you improve.
Drawdown Delta
Reduction in maximum drawdown vs. baseline
Stress-Loss Reduction
Improvement in tail-risk scenarios
Alert Lead-Time
Days/hours of advance warning before events
Precision / Recall
Signal accuracy and coverage metrics
Action-to-Approval
Time from proposal to execution decision
Implementation Slippage
Realized vs. expected execution costs
Downside Capture
Portfolio behavior in down-market regimes
Explainable P&L Share
Portion of returns attributed to clear factors
Workflow & Integration
Seamless connection to your existing infrastructure.
Data Feeds
Market data, positions, NAV, and alternative data via API, SFTP, or direct connectors.
OMS / EMS
Push proposals directly to order management and execution systems for streamlined action.
Human-in-the-Loop
Overlay mode keeps humans in control—proposals require approval before execution.
Security & Compliance
Enterprise-grade security with full audit capability.
Encryption
AES-256 at rest, TLS 1.3 in transit
Private VPC
Dedicated infrastructure option available
Audit Ledger
Immutable log of all decisions and actions
MRM Ready
Documentation for model risk management
Case Snapshots
Real outcomes from professionals like you.
Idiosyncratic alert 4 days before earnings miss—avoided 120 bps drawdown
Proposal-to-execution latency reduced from 2 days to 4 hours
Tail-loss in stress scenario cut by 35%; implementation slippage down 22%
Getting Started
Two paths to value—choose your pace.
Shadow Pilot
Run PortIQ and Epsilon alongside your current workflow. Validate signals, tune thresholds, and build confidence—before going live.
- No workflow disruption
- Calibrate precision/recall
- Build internal consensus
Overlay Pilot
Full integration with OMS/EMS. Proposals flow into your execution workflow with human approval gates—measuring real impact.
- Live proposal integration
- Measure action-to-approval
- Track execution outcomes
Frequently Asked Questions
No. PortIQ and Epsilon are designed as an overlay. They integrate with your current OMS, EMS, and risk platforms—adding idiosyncratic detection, proposals, and explainability without requiring a rip-and-replace.
Epsilon combines narrative signals with quantitative validation, and we tune precision/recall thresholds during pilot. Most clients see false-positive rates below 15% within the first quarter.
PortIQ and Epsilon run on dedicated infrastructure. API response times are typically under 200ms, and batch analytics complete overnight with no impact on trading systems.
Yes. We offer Private VPC and on-prem options for clients with strict data residency or security requirements. Contact us for details.
Ready to Upgrade Your Edge?
Join the professionals who trust PortIQ and Epsilon for explainable, actionable risk intelligence.