Platform capabilities
Every capability Vantage Portfolios ships, in one index
Each page below documents what a capability actually surfaces — the scores it produces, the inputs behind them, and the limits of the data. Nothing here is a roadmap.
Six-factor ratings
An Overall Rating score from 0 to 100 plus letter grades across six dimensions that feed it.
Read the capabilityAI CO-PILOTAI research workspace
An AI-assisted research memo that summarises bull case, bear case, key risks, catalysts, and an optional 12-month target price rationale.
Read the capabilityPORTFOLIO HEALTHPortfolio health scoring
A composite grade for your portfolio plus severity-coded warnings on concentration, valuation, risk, and quality.
Read the capabilityWATCHLISTTrackable watchlist
A single list where target buy and sell prices, alert status, and thesis notes live next to the live quote for each ticker.
Read the capabilitySMART ALERTS & RISK CENTERMulti-condition confluence & risk surveillance
Institutional risk oversight unified with the Vantage Smart Alert System™: construct multi-condition confluence triggers across 6-factor grades, technical momentum, macro volatility, and portfolio risk limits with automated email intelligence memos.
Read the capabilitySECTOR INTELSector day-change ranking
Intraday day-change ranking across the sector ETFs so you can see which sectors are leading and lagging in a single view.
Read the capabilityLIVE MACRO INTELLIGENCEHoly Trinity macro feeds
Direct government macroeconomic feeds from FRED, BLS, and the U.S. Treasury — synthesized into real-time yield curve spreads, inflation trajectories, and liquidity metrics.
Read the capabilityDAILY FACTOR ALPHA PODIUMVantage Picks: Multi-factor equity rankings
Automated cross-sectional rankings that grade 500+ equities daily across valuation, growth, momentum, and profitability to surface high-conviction ideas.
Read the capabilityMULTI-ASSET & SYSTEMATIC SIMULATIONVantage Quant: Multi-Asset ETF & Strategy Backtester
Simulate custom multi-asset ETF allocations (e.g. 55% VOO / 30% QQQM / 15% SCHD or custom 50/30/20) with interactive weight sliders, periodic rebalancing, and historical crisis shock regimes alongside single-stock algorithmic rules.
Read the capabilityQUANTITATIVE WEALTH TRAJECTORY & DIFFUSIONVantage Forward: Geometric Brownian Motion Wealth Forecaster
Project compound multi-decade wealth using institutional Geometric Brownian Motion (GBM) with continuous volatility drag (-½σ²) and √T diffusion scaling, alongside short-term multi-horizon predictive scenario cones.
Read the capabilityTECHNICAL WORKSTATION & QUANT CANVASInteractive Chart Workstation
Institutional-grade technical canvas featuring 16+ core indicators, multi-study composition, BYOC JavaScript indicator scripting, and quantitative signal overlays.
Read the capabilityINSTITUTIONAL ETF INTELLIGENCEETF Constituent Overlap, True TCO & Sponsor Intelligence
Forensic constituent-level holdings look-through, pairwise overlap math, secondary execution spread drag, and institutional sponsor concentration analytics.
Read the capabilityINSTITUTIONAL ETF CONSTITUENT OVERLAPETF Constituent Overlap & Dual-Fund Concentration Engine
Inspect hidden equity duplication, shared capital weight, and genuine portfolio diversification across any two exchange-traded funds.
Read the capabilityTOTAL COST OF OWNERSHIP ANALYTICSTrue Total Cost of Ownership (TCO) & Spread Analytics
Unify statutory expense ratios and secondary market trading spreads into an amortized real-world cost curve for every holding horizon.
Read the capabilityMULTI-FACTOR QUANTITATIVE WORKSTATIONFactor Intelligence & Multi-Horizon Quantitative Modeling
Evaluate 2,700+ equities across institutional factor dimensions with multi-horizon quantitative discipline.
Read the capabilityRETIREMENT & 401(k) WORKSTATIONEmployer-Sponsored Mutual Funds & 12b-1 Fee Drag Audit
Audit 50+ curated institutional 401(k) and 403(b) plan families, diagnose 12b-1 fee drag, and identify low-cost ETF index bridges.
Read the capabilityDIGITAL ASSET INTELLIGENCELive Crypto Intelligence, Market Breadth & Screener
Real-time 24/7 quote feeds, 24-hour momentum velocity, market breadth, and sector-categorized digital asset analytics.
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