Portfolio Intelligence Platform

See your portfolio in full detail. Improve it with data.

Altum helps investors move beyond broker-level summaries. Get deep exposure insights, risk diagnostics, and practical portfolio improvement suggestions in one clean workflow.

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53Countries mapped
3000+Stocks screened
7Risk metrics tracked

Deep portfolio transparency

Break down ETFs into underlying holdings and analyze exposures by country, industry, investment type, currency, and return contribution.

Preference-driven scoring

Use grading preferences on risk, geography, and allocation to score your current portfolio and identify improvement opportunities.

Actionable stock suggestions

Generate candidate portfolio combinations and discover stocks that best align with your desired portfolio profile.

Transactions Risk Engine Insights
About Altum

Built for investors who want more than a balance.

Altum started with three questions that brokers never answered: what do I actually own underneath my ETFs, where is my money really exposed, and where do I start when I want to add something new? We built Altum to answer all three.

Our story →
Deep portfolio insights
From ETF look-through to risk metrics — everything your broker doesn't show you.
Improvement on your terms
Define your own preferences. We find the positions that match them best.
Fully independent
No broker ties. No conflicts of interest. Just your data.