Demonstration / prototype — mock data only, not licensed market data, not investment advice.
Research Analysts Investment Advisers PMS / Fund managers

A manager's rule set in. A signed model portfolio out.

Qortle Portfolio Engine turns a firm's investment rules into holdings, weights, risk and an immutable, signed record — built entirely from licensed end-of-day data on a known snapshot. Target weights only: it never executes, never computes quantities, and never touches a broker.

Explore the prototype Read the design document

Built for the SEBI framework — maker-checker approvals, five-year WORM records, per-firm isolation, and a hash-chained audit trail.

One engine, three regulated workflows

The same deterministic core serves each firm type, with the record and the controls each regulation requires.

▤

Research Analyst

Model-portfolio factsheets with methodology, holdings and risk. No performance figures unless PaRRVA-verified. Every number generated from a hashed run.

↻

Portfolio Manager (PMS)

Monthly drift review with a turnover-capped proposal, reasons per name, and a signed decision record (Reg 27(1)(e)). Model returns never shown to clients.

✓

Investment Adviser

Risk profiling (Reg 16), suitability across model builds (Reg 17), combined exposure checks, and a signed advice record tied to the client profile (Reg 19).

How a portfolio becomes a record

Rule set (hashed)→ EOD snapshot (verified)→ Deterministic build→ Risk & checks→ Maker drafts→ Checker approves→ Signed · WORM · audited
SigningKMSRSA-3072, key never leaves KMS
Record storeWORMS3 Object Lock, 5-year retention
IsolationPer-firmPostgres row-level security
AuditHash-chainedAppend-only, tamper-evident

Built for trust

⛉

Tamper-evident

Canonical JSON + SHA-256, a KMS signature, and a stored PDF — all re-checked on every verification against the database and the write-once copy.

◉

Reproducible

Each run records its spec hash, data fingerprint and snapshot — so any record can be rebuilt and explained, name by name, long after the fact.

✦

Assisted, not automated

The Strategist turns plain words into changes to rule-set fields only — never advice, holdings or prices. The adviser stays responsible; every draft is logged.