Your broker tracks your gains. Portivex tells you if they were worth the risk.
Portivex analyses your portfolio and tells you exactly what your risk metrics mean - and what's worth your attention.
Built as risk intelligence, not a generic tracker.
Risk Intelligence
Institutional risk metrics translated into plain language with confidence context, not just raw numbers.
Decision Clarity
Get specific observations on concentration, correlation, and risk trends - not just numbers, but what they mean for your portfolio right now.
Investor-Ready Output
Clean exports and structured reports you can share, track, and revisit without spreadsheet cleanup.
From holdings to decision-quality insight.
Bring in holdings
Add positions manually or import via CSV in GBP, USD, or EUR.
Observe true risk
See return quality, downside profile, benchmark-relative behaviour, and confidence.
Act with structure
Receive specific observations on what's working, what's elevated, and what's worth reflecting on - in plain English.
Understand what your portfolio is doing, not just what it returned.
Portivex combines AI portfolio analysis with deterministic risk metrics so you get both the numbers and the interpretation. Track Sharpe Ratio, Sortino Ratio, Beta, Value at Risk and drawdown, then read a structured analysis that highlights where risk is concentrated and what may deserve action.
Persistent AI Reports
Your latest analysis stays visible until you manually clear it, so you can compare portfolio changes without losing context.
Structured Portfolio Analysis
Get an executive summary, score chips, and sectioned risk commentary instead of an unstructured text dump.
Actionable Risk Prompts
See practical observations on concentration, diversification, drawdown profile, and risk-adjusted return quality.
Understand every number in your portfolio.
Plain-English explanations of Sharpe Ratio, Sortino, Beta, VaR, Maximum Drawdown, and more.
See your portfolio through a risk-intelligence lens.
Free during early access. No card required.
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