Portfolio intelligence
Know what you own, what drives it, and what could change it.
Portfolios, positions, risk and goal estimates in one view, with every number traceable to its source.
- MarketsPreview
- PortfolioAvailable
- RiskAvailable
- ScenariosAvailable
- OpportunitiesPlanned
- PredictionsPlanned
Market data is not live yet, and QuantPilot does not place trades. See each area for what exists today.
What exists today, and what does not
Portfolios and positions
AvailableCreate portfolios, add positions with quantity and cost basis, and refresh each position’s market value.
Risk and exposure summary
AvailableVolatility, maximum drawdown, the liquid / illiquid split and exposure by asset type, with a clear explanation when a figure cannot be computed.
Threshold alerts
AvailableCheck a portfolio against volatility, drawdown, concentration and liquidity thresholds you choose; breaches are recorded.
Allocation suggestions
AvailableA minimum-risk target allocation under a maximum weight per position. A suggestion only — QuantPilot never executes a trade.
Goal probability
AvailableThe estimated chance of reaching a target under assumptions you state. An estimate, not a guarantee.
Live market values
PreviewValues are produced by a mock provider until a real market-data vendor is selected and connected.
Transactions, cash and realized P&L
PlannedDeposits, withdrawals, fees, dividends, cost-basis methods and realized versus unrealized P&L are not built yet.
Benchmarks and attribution
PlannedComparing a portfolio with a benchmark and attributing performance are not built yet.
Position values currently come from a mock market-data provider. They show how the product behaves; they are not market prices.
See portfolio intelligence on your own holdings.
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