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A cloud-based workflow for investment professionals

A cloud-based workflow for investment professionals

PortfolioStrat is a cloud-based workflow for investment professionals built by investment professionals. It provides a platform for investors to seamlessly and efficiently engage in trade idea generation and portfolio management. Users can build custom trade idea screens and valuation models across all asset classes and structure trades with single and cross asset scenario analysis. The platform is also set up for screens to interact with each other whereby you can set alerts on trade indices from the dashboard and get emails packages from your alerts. Our analytical and monitoring capabilities empower traders with the ability to generate actionable trade ideas and effectively manage their portfolio, all at a cost far cheaper than an internal quant team. We aim to position ourselves not as a provider of data, such as Bloomberg, but rather as a platform for the smart analysis of large financial data sets. As such, our initial target market is small to medium sized hedge funds.

Mary Williamson

Avatar for Mary Williamson
Former Portfolio Manager in Fixed Income at hedge funds Fortress Investment Group (FIG) and Alphadyne. Graduated from MIT with two bachelors in CS & Finance.
Total raised


Funded over

1 round

Latest round

Jan 2014