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See your portfolio like an institution.

AlphaView turns your holdings into desk-grade intelligence — institutional risk analytics, smart-money tracking and live valuation of your whole book across every market, in one view.

Invite-only Every market, one book Your numbers stay private
Desk-grade
Institutional risk analytics on your own book — not a watchlist.
One book
Every market, priced live and brought into a single view.
Smart money
See when the world's elite funds are tracking your names.
Private
Secured by AlphaSecure — your numbers never leave your control.

The platform

Measure it. Understand it. Act on it.

AlphaView answers the questions a watchlist can't: how much risk am I really taking, where is it hiding, and what does the smart money see that I don't?

01 · MEASURE

Institutional analytics

Sharpe, alpha, beta, drawdown, stress scenarios and a portfolio score — the numbers a professional desk lives by, on your book.

02 · UNDERSTAND

See what's hidden

Concentration, currency exposure, look-through fundamentals and how you really compare to the market — laid bare.

03 · ACT

Move with conviction

Real-time alerts, smart-money signals and daily momentum snapshots tell you what changed and what to do next.

Intelligence

The whole investment desk, in one view.

Everything an institutional analyst would run on your portfolio — risk, valuation, flows and research — computed live and made simple.

📊

Institutional risk analytics

Sharpe, alpha, beta, volatility, drawdown and more — desk-grade metrics with a clear portfolio score and plain-English insights, updated live as markets move.

🎯

Stress & concentration

See exactly what a market shock does to your value — and where you're dangerously concentrated.

🧠

Smart-money tracking

Know when elite funds hold — or are quietly building — the same names you own.

Superinvestor overlay
🌍

Every market, one book

Local and global equities, priced live in native currency and normalised so your whole book adds up.

🔬

Look-through & deep-dive

Your true share of earnings across the book, plus per-holding research on ownership and momentum.

🗺️

Movers · Heatmap · Geo · Pulse

See the same live book four ways — biggest movers, a weighted heatmap, a geographic view, and a daily valuation-and-momentum snapshot emailed to you.

🔔

Real-time alerts

Big holding moves, concentration and currency risks, and drawdown thresholds — the moment they happen.

🌊

Capital-flow intelligence

See where big money is crowding — and which way conviction is leaning — in real time.

FlowPulse

Smart money

See who else owns your names.

AlphaView tracks the world's most successful investors and lines their moves up against your portfolio — so you know when you're early, in good company, or alone.

  • 🤝
    Overlap & conviction
    See which of your holdings elite funds also own, and how strongly they're positioned.
  • 📈
    Crowding & consensus
    Spot the names everyone's piling into — and the contrarian ones only you hold.
  • 🧭
    Follow the best
    Measure how closely your book mirrors the managers you admire, and where you diverge.
Smart money · your names LIVE
🧠
Held by 3 elite funds
High conviction · adding
Overlap
Rising consensus
2 new buyers this quarter
Momentum
Contrarian position
You're early — few others hold
Edge
Mirror score
68% aligned with top managers
Clone
Risk & return · your book
Sharpe ratio1.82
Alpha vs benchmark+3.4%
Max drawdown−12.6%
Concentration
Shock −20% market−9.1%
Portfolio scoreA−

Risk & return

Know exactly how much risk you're taking.

Return is easy to see. Risk is where portfolios break. AlphaView measures both with the same rigour a professional desk uses — then tells you, in plain language, what to do about it.

  • 📉
    Stress tests, instantly
    Watch a −10%, −20% or −37% shock ripple through your value before it ever happens.
  • ⚖️
    Concentration & FX control
    Find hidden single-name, sector and currency risk — with position-cap warnings built in.
  • 🏁
    Benchmark that matters
    Compare your structure and edges against a proven master portfolio — alignment only, never private values.

Secured end-to-end by AlphaSecure

Your portfolio. Nobody else's business.

The most valuable thing on AlphaView is your positions. They're protected by the same defence layer that guards the whole platform — and bundled in at no extra cost.

🔒

Private by design

Comparisons show structure and alignment only — never your amounts. Your real numbers stay yours.

🔑

Hardened access

Every login is verified, on a private link that's yours alone — no passwords to leak, no public sign-up.

🛡️

Always watched

Round-the-clock monitoring and automatic threat defence keep your account safe, day and night.

Why AlphaView

Not another portfolio tracker.

01
Analytics an institution would recognise
The same risk-and-return rigour a professional desk runs — on the portfolio you actually own.
02
The smart money, on your names
Most tools show you prices. AlphaView shows you who else is buying what you hold — and how strongly.
03
One book, every market
Local and global holdings, priced live and reconciled into a single, honest view of your wealth.
04
Private and invite-only
No public sign-up, no data broker. Provisioned personally, secured end-to-end, yours alone.

Invite-only · provisioned privately

Request your AlphaView.

Tell us about your portfolio and how you invest — we'll set up your private, secured AlphaView and walk you through it.

Prefer to talk it through? Contact support

AlphaView
Portfolio intelligence · Powered by Stockertim · Secured by AlphaSecure
AlphaView is an analytics and information tool, not investment advice, a broker, or a recommendation to buy or sell any security. Figures shown in demos and mockups are illustrative only. Investing carries risk, including loss of capital. © 2026 Stockertim · AlphaView — institutional portfolio intelligence.