PoMaTo Multi-Asset Portfolio Analysis and Optimization Platform
Analyse, simulate & optimize portfolios using quantitative models and AI supported analytics
What is PoMaTo?
Why PoMaTo is different?
What is PoMaTo?
PoMaTo is a multi asset portfolio analysis and optimization platform designed for users seeking a more structured approach to portfolio construction and portfolio analytics.
Analyse portfolios across equities, ETFs, bonds and other asset classes through transparent quantitative workflows.
Who is it for?
Why PoMaTo is different?
What is PoMaTo?
Built for wealth managers, family offices, financial advisors, sophisticated investors and professional users seeking institutional-style portfolio analysis and allocation workflows.
PoMaTo helps users evaluate diversification, portfolio risk, optimisation and allocation scenarios through transparent analytical tools and structured investment workflows.
Why PoMaTo is different?
Why PoMaTo is different?
Why PoMaTo is different?
Create portfolios, test allocation scenarios, analyse diversification and review portfolio exposures through transparent quantitative workflows.
Delivered through a cloud based multi asset platform designed for structured portfolio analysis.
PoMaTo University Challenge
Following academic discussions, including engagement with the University of Greenwich, PoMaTo is exploring a structured portfolio construction initiative for students.
The initiative is designed to support practical learning in portfolio analysis, diversification, risk awareness and allocation review within a structured educational environment.
As portfolio management becomes increasingly data driven, students benefit from exposure to structured analytical workflows beyond spreadsheets and simplified investing tools.
The PoMaTo Portfolio Challenge aims to support that transition through portfolio analysis, scenario testing and practical investment simulation.
Portfolio Construction Frameworks
Quantitative & Analytical Infrastructure
Portfolio Construction Frameworks
PoMaTo offers four proprietary optimizers, built in-house, to cover a wide range of investor goals and risk preferences:
- Long-Only:
Structured portfolio construction focused on diversified asset allocation and risk awareness
- Long-Short:
Portfolio analysis across long and short exposures to evaluate changing market conditions and factor sensitivities
- Market Neutral:
Portfolio structures designed to reduce directional market exposure through balanced positioning
- Index Replication:
Evaluate portfolio positioning relative to benchmarks, constraints and allocation objectives
PoMaTo provides transparent analytical workflows designed to support structured portfolio construction and portfolio analysis across multiple market environments.
Multi-Asset Coverage
Quantitative & Analytical Infrastructure
Portfolio Construction Frameworks
PoMaTo supports portfolio analysis across multiple asset classes within a structured analytical environment.
- Equities (stocks)
- ETFs
- Bonds
- Foreign Exchange (FX)
- Commodities
- Digital assets
The platform is designed to support diversification analysis, allocation review and portfolio monitoring across broad multi asset portfolios.
Quantitative & Analytical Infrastructure
Quantitative & Analytical Infrastructure
Quantitative & Analytical Infrastructure
Markets evolve continuously and portfolio construction increasingly relies on structured analytical processes.
PoMaTo incorporates quantitative modelling, portfolio analytics and machine learning supported workflows designed to assist users in exploring portfolio behavior across changing market conditions.
Core analytical capabilities include:
- Portfolio analytics
- Quantitative modelling
- Allocation analysis
- Scenario testing
- Risk analysis
- Constraint based optimization workflows
The platform is designed to support transparent and repeatable portfolio analysis rather than black box decision making
Transparent & Structured
Broker Agnostic Infrastructure
Quantitative & Analytical Infrastructure
PoMaTo is designed around transparent analytical workflows and structured portfolio analysis.
The platform is built to support users through clear portfolio analytics, structured methodologies and accessible analytical tools.
- Transparent portfolio workflows
- Structured allocation analysis
- Built in educational guidance
- Cloud based infrastructure on AWS
PoMaTo is designed to support portfolio analysis and optimization through transparent and repeatable analytical processes.
Broker Agnostic Infrastructure
Broker Agnostic Infrastructure
Broker Agnostic Infrastructure
PoMaTo operates independently from brokers, banks and custodians.
Users maintain their existing financial relationships while using PoMaTo for portfolio analysis and optimisation workflows.
- Compatible with existing brokerage relationships
- Portfolio analysis across multiple custodians
- Independent analytical infrastructure
- Flexible portfolio workflow integration
PoMaTo is designed as a software platform for portfolio analysis rather than a brokerage or execution platform.
Non Custodial & Non Advisory
Broker Agnostic Infrastructure
Broker Agnostic Infrastructure
PoMaTo does not custody client assets, execute trades or provide investment advice.
The platform is designed to support portfolio analysis, allocation review and optimization workflows through transparent analytical tools.
- No Asset Migration Required
- Users retain full control of their portfolios
- Independent portfolio analytics
- Transparent portfolio construction workflows
PoMaTo is designed to support informed portfolio analysis while users retain responsibility for investment decisions and execution