AI Driven Research
Meet Artemis: Your personal analyst for deep-dive financial insights and strategic clarity.
Next-Gen Portfolio Intelligence
Sortino Lab
A calmer way to track capital, model strategy shifts, and forecast what comes next. Built for the AI powered market.
Dynamic Modeling Suite
Empower your strategy with flexible modeling, fundamental, quantitative, and scenario-based.
Portfolio Tracking
Track key portfolio metrics with powerful analytics, keeping you on course to hitting your goals.
Trusted by Investors at
RBC
BMO
CIBC
HOOPP
OMERS
GS
Your Vision, Our Execution
Analytical Featureset
Get valuable insight into your portfolio, track performance, and make informed decisions.
Forecasting
Simulation Suite
Comprehensive coverage of statistical modeling techniques, monte-carlo, jump-diffusion and more.
01
Analytics
Fundamentals
Customize DCFs and DDMs and other valuation models inside your portfolio.
02
Portfolio Analytics
Performance Attribution
See what actually drove results across holdings, sleeves, factors, and allocation decisions.
03
Stress Testing
Scenario Analysis
Model rate shocks, political unrest, volatility spikes, and custom market scenarios before you reposition.
04
Data Layer
Data Concourse
Bring pricing, fundamentals, estimates, and portfolio data into one research-ready surface.
05
Analytics
Greeks
Track β Γ Δ ϑ ρ ν and ξ in a compact risk view.
Analytics
Ratios
P/E, P/B, Sharpe, Sortino, and more.
Monitoring
Signal Layer
A live read on changes in quality, valuation, momentum, and portfolio risk across the book.
07
Built Across Asset Classes
Asset Classes
Explore the asset classes Sortino brings into one portfolio view, from cash equities to derivatives-led overlays, so decisions stay connected at the total portfolio level.
Equity
Connect company-level research, factor views, and position sizing back to the rest of the portfolio instead of isolating stocks in a separate stack.
Fixed Income
Track duration, curve risk, and yield sensitivity as part of the same portfolio context that shapes equity, macro, and liability decisions.
Options
Surface Greeks, volatility structure, and hedge intent alongside underlying exposures so derivatives stay tied to portfolio construction.
Futures
Monitor directional, macro, and commodity positioning with the same cross-asset lens used to manage total portfolio exposure.
One Book, Many Lenses
Total Portfolio Approach
Don't limit yourself to the 60/40 split. Sortino keeps risk, performance, and exposure visible at the total-book level while letting you break the same portfolio into your own model portfolios and strategy tags.
01
Whole-book visibility
Track exposures, concentration, and performance on a true total-portfolio basis before you zoom into any sleeve.
02
Model portfolio overlays
Compare house views, strategy sleeves, and custom models against the same underlying holdings and analytics stack.
03
Strategy tag breakdowns
Slice by mandate, region, theme, desk, or your own taxonomy without rebuilding the portfolio each time.
Total Portfolio Management
Your Portfolio
Keep aggregate exposures and portfolio-level analytics in view before drilling into any strategy sleeve.
Coverage
Total book
Slices
Model + tags
Lens
One dataset
Model portfolios
Core Allocation
42%
Income Sleeve
27%
Tactical Overlay
18%
Alternatives
13%
Tag breakdowns
TaxableRetirementIncomeQualityMacroCanadaUS Large CapHedged
Prime Broker Integrations
Let's Get Setup with Your Broker
Bring holdings into Sortino from the primary broker you use, so your portfolio view stays current without manual stitching across platforms.
Sortino · MMXXVI
Arriving
October 20, 2026.A calmer way to track capital. Join the short list for private-beta invites.