Frequently Asked Questions
Answers to the questions we hear most often from analysts and portfolio teams evaluating Amortfolios.
What exactly does Amortfolios do?
Amortfolios is a data analysis and decision-support terminal built for professionals running systematic, risk-adjusted investment strategies. It consolidates market data, applies configurable analytical models, and surfaces structured outputs to support your own research and decision-making process. It does not place trades or manage capital on your behalf.
Who is the platform designed for?
Amortfolios is built for analysts, portfolio managers, and research teams who need a consistent, repeatable framework for evaluating positions and risk. It is not intended for retail users seeking automated or "hands-off" investing.
Do I need coding or data science experience to use it?
No. The terminal interface is designed for practitioners rather than developers. That said, users with a technical background can go further by customising model parameters and data views to fit their own workflow.
Where does the underlying data come from?
Amortfolios draws on structured market and reference data sources that are processed and normalised before being made available inside the terminal. We do not disclose granular vendor-level detail publicly, but data lineage and update frequency are outlined during onboarding.
Is Amortfolios a trading platform or a broker?
No. Amortfolios is a research and analysis tool. It does not execute orders, hold client funds, or provide brokerage services. Any trading decisions remain entirely with the user and their own broker or execution venue.
How is the platform priced?
Access is arranged individually based on the scope of use, team size, and required modules. Pricing details are shared directly during the onboarding conversation rather than published as a fixed rate card.
Can I try Amortfolios before committing?
We walk prospective users through a guided onboarding session so you can see the terminal applied to your own use case before deciding whether it fits your workflow. Reach out via the access form to arrange this.
How long does onboarding take?
Most teams are set up and working within the terminal shortly after their initial session, though timelines vary depending on the complexity of the data feeds and models being configured for your workflow.
Is my data and analysis kept confidential?
Yes. Client configurations, models, and analytical outputs are treated as confidential and are not shared across accounts. Full details are set out in our Privacy Policy and Terms of Service.
Does Amortfolios guarantee investment performance?
No. Amortfolios provides analytical tools to support decision-making, not guarantees of outcome. All investment decisions carry risk, and users are responsible for their own strategy and conclusions.
Can the terminal integrate with our existing systems?
Integration options depend on your internal infrastructure and are discussed on a case-by-case basis during onboarding, so we can confirm what's feasible for your setup before you commit.
How do I get started?
Use the "Access the Terminal" button at the top of this page, or the request form below, to start a conversation with our team about your requirements.