Transparency
Screening Methodology
How portfolIQ collects, analyses and classifies financial assets. Every algorithmic decision is documented and audited.
The three methodology pillars
Verified raw data
Multi-exchange OHLCV aggregated into VWAP consensus. Each data point is timestamped, traceable and referenced to its primary source.
Explainable AI layer
Claude Haiku/Sonnet generates historised contextual analyses. Reasoning is stored, versioned and auditable.
dbt data engineer pack
Ready-to-plug Star Schema: conformed dimensions, fact tables and continuous aggregates. Documented columns, surrogate keys, SCD2.