AI Driven Research
Meet Artemis: your personal analyst for deep-dive financial insights and strategic clarity.
Sortino Studio
Serious Capital Deserves Serious Clarity.
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.
Built with Perspective from
RBC
BMO
CIBC
HOOPP
OMERS
GS
01 · Portfolio setup
Your whole portfolio, set up simply.
Add securities in seconds or connect your broker to bring every account into one clear view—without rebuilding your portfolio by hand.
Your Portfolio
Overview · Holdings · RiskValue
$1.42m
YTD
+12.8%
Accounts
06
02 · Research
Research in the context of what you own.
Open filings, build valuation models, and connect fundamental research directly to the positions and decisions it informs.
10-K · Source 14
Operating margin expanded
Revenue increased while operating expenses grew at a slower rate, supporting higher free cash flow.
DCF model$184.20
WACC
8.4%Terminal
2.5%Upside
18.2%
8.4%Terminal
2.5%Upside
18.2%
03 · Source-backed AI
AI that shows its work.
Generate portfolio-aware reports, summarize filings, and trace every conclusion back to cited source material.
Artemis · Research report
01Read portfolio context
02Review filing sources
03Assemble cited report
Apple Inc
Earnings quality remains supportive, though current concentration increases sensitivity to a margin reversal.[1]
[1] FY 2025 10-K, pp. 42–44 · Portfolio holdings
04 · Community
Build wealth with people you trust.
Share portfolios, compare approaches, and learn alongside a private network of friends—without turning investing into a public leaderboard.
Your Vision, Our Execution
Analytical Featureset
Get valuable insight into your portfolio, track performance, and make informed decisions.
Forecasting
Simulation Suite
Explore a broad range of statistical models, including Monte Carlo and jump-diffusion simulations.
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
One Book, Many Lenses
Total Portfolio Approach
Don’t limit yourself to the 60/40 split. Keep risk and exposure visible at the total-book level, then break the same portfolio into your own models and strategy tags.
01
Whole-book visibility
See exposures, concentration, and performance across your entire book at a glance.
02
Model portfolio overlays
Compare house views and custom models against the same underlying holdings.
03
Strategy tag breakdowns
Slice by mandate, region, theme, or your own taxonomy — no rebuilding required.
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
Connect 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.