portfolIQ

Why portfolIQ

Three reasons we built portfolIQ differently.

AI-explained data

Every asset comes with a natural-language summary, VWAP consensus pricing, and sentiment — not just raw OHLCV. The AI layer is the differentiator.

Powered by Claude Haiku/Sonnet, prompts versioned, methodology disclosed. Multilingual EN+FR+AR (Enterprise tier).

GET /v1/assets/lvmh/ai
{
  "asset_id": "lvmh",
  "symbol": "MC.PA",
  "is_halal_aaoifi": null,
  "sharia_purification_ratio": 0.0558,
  "ai_analysis": {
    "type": "fundamental_summary",
    "content": "LVMH is the world's largest luxury goods conglomerate. Revenue concentration in fashion & leather goods (47%). Alcohol segment (Wines & Spirits) accounts for ~8.5% of revenue — the primary driver of the null halal verdict pending full ratio validation.",
    "generated_at": "2026-05-23T07: 00: 00Z",
    "model": "claude-haiku-4-5",
    "prompt_version": "fundamental_summary_v1.2",
    "ai_generated": true
  },
  "meta": {
    "disclaimer": "Not financial advice. Not a fatwa. Methodology disclosed.",
    "methodology_version": "v1.2"
  }
}

EU-first infrastructure

Hetzner DE/FI hosting. RGPD by default. No data leaves Europe. Built for European fintech standards.

Full TLS strict, HSTS preload, Cloudflare proxy EU, audit logs RGPD compliant. DPA template available.

  • HostingHetzner DE/FI (EU data residency)
  • GDPRCompliant by architecture
  • Pricing currencyEUR
  • BackupBackblaze B2 EU
  • DPAAvailable for B2B customers
  • Cloud dependencyNone (no AWS, GCP, Azure)

Star Schema SQL-ready

dbt pack with conformed dims, fact tables and TimescaleDB continuous aggregates. Plug into your data warehouse in minutes.

dim_asset, dim_time, fact_ohlcv_daily, fact_ai_analysis — documented columns, BIGINT surrogate keys, SCD2 for changes. dbt deps compatible.

GET /v1/assets/apple

"is_halal_aaoifi":true
"sharia_purification_ratio":0.0023
"halal_methodology":"aaoifi_v1.2"

Not a fatwa. Objective AAOIFI ratio screening. Full methodology

Bonus — for data engineerscoming soon

portfoliq-dbt-package

CoinGecko, Alpha Vantage and Refinitiv only ship REST APIs. We will ship a public dbt package too — 7 dimensions + 3 facts ready to plug into Postgres / Snowflake / BigQuery / DuckDB. The Star Schema is queryable today via direct SQL (Growth+). ELv2 license. Public repo and dbt deps install at v1.0 launch.

# planned install (coming soon)
packages:
  - package: portfoliq/portfoliq
    version: [">=1.0.0", "<2.0.0"]
Quickstart and docs·GitHub·dbt Hub
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