MantaWealth

MantaWealth provides strategic modelling, optimisation and risk management of multi-asset portfolios, with integrations to platforms like Addepar.

Contents

• Portfolio Loading — Select, create, or delete portfolios and import holdings from a CSV of trades.
• Portfolio Modelling — Model position changes and review the resulting orders, with every analytical tab updating in real time.
• Diversification — Compare current and proposed portfolio exposures, volatility contributions, CVaR contributions, and key risk statistics.
• Performance — Analyse historical returns against a benchmark and decompose performance using Brinson-Fachler attribution across asset class, sector, geography, and more.
• Risk Analysis — Stress test the portfolio, explore the efficient frontier, and model custom hypothetical scenarios to quantify tail risk.
• Rebalancing — Run institutional-grade portfolio optimisation using unconstrained or constrained strategies, with user-defined allocation bounds.
• Cashflow — Forecast dividend and coupon income over 12 months and 5 years, with per-instrument breakdowns and export capability.

Integration Guides

• MantaWealth for Addepar — Integration guide for using MantaWealth with the Addepar platform.