From Idea
to Simulation
in Seconds.

AI-powered portfolio intelligence for professional teams.

AI Integration

Seamlessly integrate our AI portfolio intelligence into your existing workflow with Teams, Slack, and API access.

Microsoft Teams Integration
Slack Integration
Full API Access

Security & Compliance

Enterprise-grade security with on-premise deployment options, private cloud infrastructure, and comprehensive compliance frameworks.

On-Premise Deployment
Private Cloud Infrastructure
Enterprise Security Standards

Professional Portfolio Management

Dynamic Asset Allocation Models
Multi-Asset Portfolio Construction
Risk-Adjusted Performance Analytics

Thematic Portfolio Construction

Advanced AI-driven thematic portfolios for professional wealth managers. Build sophisticated investment strategies around emerging trends and industry themes.

Chinese AI & LLM Ecosystem

A portfolio theme focused on companies driving China's artificial intelligence and large language model revolution.

Highlighted Holdings

Cambricon Technologies Corporation Limited
AI Compute & Infrastructure
Dawning Information Industry Co., Ltd.
AI Compute & Infrastructure
360 Security Technology Inc.
AI Model & Application Platforms
Beijing Kingsoft Office Software, Inc.
AI Model & Application Platforms
Speechocean (Beijing) Technology Co., Ltd.
AI Data & Core Technologies
Unisound AI Technology Co., Ltd.
AI Data & Core Technologies

Network Map

688256
603019
601138
601360
688111
600588
688787
688327
688008
Investment Thesis
The Chinese AI and LLM sector is experiencing rapid growth as domestic technology companies develop their own large language models and AI infrastructure to meet growing demand across all industries.

AI-Driven Theme Identification

Our advanced AI algorithms analyze market trends, news sentiment, and economic indicators to identify emerging investment themes before they become mainstream.

Multi-Factor Portfolio Construction

Build diversified thematic portfolios using sophisticated factor models, risk constraints, and sector allocation limits for institutional-grade strategies.

Enterprise Risk Management

Advanced risk analytics with scenario modeling, stress testing, and compliance monitoring designed for professional wealth management firms.

Intelligent Rebalancing

Automated portfolio rebalancing with AI-driven optimization algorithms that continuously monitor market conditions and adjust allocations to maintain target weights.

Client Portfolio Access

Secure client portal with real-time portfolio viewing, performance tracking, and customizable reporting for transparent wealth management communication.

Build & Backtest Enterprise Strategies

Comprehensive strategy development and validation tools for institutional investors and wealth management firms.

China Tariff Response Portfolio

Precision portfolio targeting companies impacted by recent tariff changes in China, focusing on automobile, electronics, and manufacturing sectors.

Manufacturing
Mining
Finance

Backtest Results

Return
+12.85%
Volatility
22.61%
Sharpe Ratio
0.57
Max Drawdown
-7.02%

Advanced Portfolio Builder

Construct institutional-grade portfolios with sophisticated optimization algorithms, risk constraints, and multi-asset class support for professional fund managers.

Enterprise Backtesting Engine

Validate investment strategies with institutional-grade backtesting capabilities, comprehensive risk analytics, and stress testing for professional decision-making.

Risk Management Suite

Comprehensive risk analytics with scenario modeling, stress testing, and compliance monitoring designed for professional wealth management firms.

Your AI Analyst, On Demand.

Experience the power of conversational portfolio management with our advanced AI assistant.

Intelligent Analysis

Our AI processes market data, news, and financial reports to provide comprehensive portfolio insights and recommendations.

Natural Language Queries

Ask complex investment questions in plain English and receive detailed analysis, portfolio recommendations, and market insights.

Instant Validation

Get immediate backtesting results, risk analysis, and performance projections for any portfolio strategy or investment idea.

PortFrame AI Assistant

Do some research on recent tariff news in China and form a precision portfolio around it. Backtest and analyze it and give me a full run down of how the portfolio works, its risks and its performance

View Portfolio on PortFrame

Alright, here's the full rundown of the portfolio based on recent tariff changes in China. 📊🔍

How It Works

Get started with PortFrame in three simple steps

Performance Metrics:

Return: 12.85% 📈
Volatility: 22.61% ⚡
Sharpe Ratio: 0.57 🧮
Maximum Drawdown: -7.02% 📉

Risks:

The portfolio has a relatively high volatility of 22.61%, meaning it can experience significant swings in value. The maximum drawdown of -7.02% indicates potential short-term losses during market downturns.

Top Holdings

• 华夏银行 (Hua Xia Bank) 💳
• 中国建筑 (China Construction) 🏗️
• 苏美达 (Sumec Group) 🏭
• 中远海控 (COSCO Shipping) 🚢
• 北京银行 (Bank of Beijing) 💰

Let me know if you'd like further adjustments or additional analysis! 🚀

Integrate with Slack, Teams, or use our API for custom implementations

Asset Allocation Intelligence

Experience comprehensive portfolio analytics with multi-view dashboards, advanced performance tracking, and detailed component analysis.

Conservative Growth Portfolio

A balanced portfolio designed for conservative investors seeking moderate growth with lower volatili...

metrics.return8.47%
metrics.volatility11.56%
metrics.sharpe_ratio0.73
metrics.maximum_drawdown-8.92%

Portfolio Allocation

Top Holdings

Apple Inc.
6.2%
Microsoft Corporation
5.7%
Amazon.com Inc.
4.3%
NVIDIA Corporation
3.9%
Alphabet Inc.
3.6%
5 components6/6 analytics

Dynamic Asset Allocation Models

Create sophisticated asset allocation strategies with real-time rebalancing, factor-based tilts, and risk parity approaches designed for institutional portfolios.

Multi-Asset Portfolio Construction

Build diversified portfolios across equities, fixed income, alternatives, and commodities with advanced optimization algorithms and constraint management.

Risk-Adjusted Performance Analytics

Comprehensive risk analytics with stress testing, scenario analysis, and attribution reporting for professional-grade portfolio management and client reporting.

Seamless Integrations

Connect PortFrame with your existing workflow and collaboration tools for maximum productivity.

Microsoft Teams

Native Microsoft Teams integration for collaborative portfolio analysis and decision-making.

Slack

Connect your investment team through Slack with real-time portfolio updates and AI insights.

REST API

Full REST API access for custom integrations with your existing financial technology stack.

Custom Solutions

Work with our team to build tailored integration solutions for your unique enterprise requirements.

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Join leading investment firms already using PortFrame to enhance their portfolio management capabilities.

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