Quantitative Portfolio Intelligence, Without Owning the Quant Engine

Institutional-grade portfolio analytics & optimization for fintech teams and advanced individual investors.

One API call instead of building, debugging, and maintaining fragile risk models.

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Who is this for?

For Fintech & WealthTech Teams (B2B)

  • • You are building an investment or wealth product
  • • You need portfolio analytics, risk, optimization
  • • You don't want to build and maintain a quant engine
  • • You want to ship faster with reliable outputs
Book a Demo

For Advanced Individual Investors & Builders (B2C)

  • • You already built portfolio analysis tools or notebooks
  • • You know VaR, CVaR, correlations, rebalancing
  • • Your setup works… until it breaks
  • • You don't want to debug risk models forever
Explore the API

At some point, portfolio analysis becomes infrastructure.

Building metrics once is easy

Maintaining them over time is not

Every new asset or assumption adds fragility

One silent bug can invalidate months of conclusions

Your edge is not in reimplementing risk models.

AI writes code. Clearfolio owns the boring, battle-tested part.

  • Deterministic outputs (same inputs → same results)
  • Stable assumptions
  • Maintained computation logic
  • Comparable metrics over time

One API. Institutional-grade portfolio metrics.

  • Portfolio risk metrics (Volatility, VaR, CVaR, drawdowns)
  • Correlation & diversification analysis
  • Portfolio diagnostics
  • Optimization & projections (advanced plans)

// One call. Deterministic, documented output.

POST /v1/portfolio/diagnostics

{"positions": [...], "currency": "EUR"}

200 OK

{

"expected_return": 0.108,

"historical_return": 0.092,

"volatility": 0.167,

"var_95": -0.041,

"correlation_matrix": [...],

"metrics": { ... }

}

Pricing

Clearfolio Personal

29€/month

For advanced individual investors

  • Usage: Personal use only
  • API calls / month: 100
  • Quant Portfolio metrics: Core metrics
  • Technical Analytics: Core included
  • Fundamental Analytics: Core included
  • Support: Email
  • Investment advice: No
  • Onboarding: Self-serve
Choose Personal

Clearfolio Builder

39€/month

For side-projects & serious builders

  • Usage: Personal + side-project (non-public)
  • API calls / month: 300
  • Quant Portfolio metrics: Core + advanced endpoints
  • Technical Analytics: Core + Advanced Models
  • Fundamental Analytics: Core + Advanced Models
  • Support: Priority
  • Investment advice: No
  • Onboarding: Self-serve
Choose Builder

Clearfolio Enterprise

Advanced

Custom pricing

Fintech integrations

  • Usage: Fintech product integrations
  • API calls / month: Custom quotas + private environment
  • Quant Portfolio metrics: Full access + custom made endpoints
  • Technical Analytics: Full access + custom made endpoints
  • Fundamental Analytics: Full access + custom made endpoints
  • Support: SLA + dedicated support
  • Investment advice: No
  • Onboarding: Dedicated onboarding
Book a Demo

Sandbox

This is not free usage. This is technical validation.

Limited free sandbox·1 portfolio·1 call per endpoint·No repetition·No support
Sandbox · Test data

Live API example (sandbox)

This is a real API call using test data — exactly what your app would receive.

Note: Calculations are performed with test data for demonstration purposes only, to illustrate how the API works.

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Unlock Full API Access

Requires an active plan.

See API documentationTest our AI agent

Stop being the weakest link in your own decision pipeline.

Explore the APIBook a Demo