Portesca AI portfolio analysis platform overview

Features · Decision support

Features built for disciplined allocation and oversight

Portesca AI combines allocation modelling, risk controls, and automation tooling so you can review, configure, and monitor crypto exposure in one structured workflow.

Explore features Review controls

Analysis and automation support only. No regulated investment advice. Crypto-assets are volatile and capital is at risk.

Allocation workspaceReview mode

Configured allocationUnder review

ModelsRule-based

Transparent parameters for review.

ControlsDrawdown limits

Define exits before allocation.

ExecutionAPI-based

You retain exchange custody.

OversightAudit log

Every action recorded.

Manual approval availableIE · EUR

Core capabilities

What the platform does, in detail

Four connected areas cover analysis, configuration, execution, and monitoring. Each can be reviewed independently before any automation is enabled.

All featuresAnalysisRiskAutomationReporting

1. Allocation modelling ANALYSE

Structured models translate market data into allocation proposals you can inspect. Parameters, assumptions, and rebalancing logic remain visible — nothing is applied silently.

Input: Price, volatility and correlation review
Output: Proposed weights with rationale
Control: Manual approval required

Benefit: clarity before actionCompare proposals side-by-side and adjust exposure to match your risk tolerance.See how models are reviewed →

2. Risk configuration CONTROL

Define drawdown thresholds, position limits, and pause conditions in advance. Controls apply consistently across the workspace and can be tightened at any time.

Limits: Per-position and portfolio level
Triggers: Pause or reduce on threshold
Override: Immediate manual stop

Benefit: capital preservation focusPre-set rules help avoid ad-hoc decisions during volatility.Review control options →

3. Supervised automation EXECUTE

Connect via exchange API to automate approved rebalancing steps. Funds remain on your exchange account and permissions can be restricted to trading only, without withdrawals.

Connection: API key with limited scope
Mode: Automatic or approve-each-step
Custody: No fund transfers to Portesca AI

Benefit: consistency without custodyReduce manual execution while keeping ownership and oversight.API and safety FAQ →

4. Monitoring and records MONITOR

A unified log shows proposals, approvals, executions, and control events. Exportable summaries support personal review and tax-reporting preparation in Ireland.

Visibility: Full event history
Exports: Structured activity summaries
Access: Review anytime

Benefit: auditable oversightUnderstand what happened, when, and why — without reconstructing trades manually.

Portesca AI provides data analysis and trade-automation tooling. It does not provide regulated investment advice and does not guarantee performance. All automation involves risk of loss.

How it works

From review to monitoring in four steps

You move at your own pace. Automation is only enabled after you have reviewed models and set controls.

Review models

Inspect allocation logic, parameters, and assumptions in plain language.

read-only first

Set risk limits

Configure drawdown thresholds, position caps, and pause rules.

limits before trading

Connect and approve

Link an exchange API with restricted permissions and approve actions.

you retain custody

Monitor and adjust

Track activity in the log, pause anytime, and refine settings.

full audit trail

Risk and control

Controls designed for volatile markets

Features are structured to support analytical oversight and to limit unplanned exposure.

Capital controls come first

Risk settings are configured before any execution step. You can pause automation immediately and tighten limits without disconnecting your review workflow.

Pre-defined drawdown and exposure thresholds
Approve-each-step mode for cautious operation
Immediate pause and manual override

Transparency

Every proposal shows its inputs and logic for independent review.

Custody model

Assets stay on your exchange. Portesca AI does not hold funds or request withdrawal rights.

Manual approvalOptional per-action confirmation

API scopeTrading-only permissions supported

Event logProposals, approvals, executions

Pause anytimeNo lock-in to automation

Designed for oversight

Analytical tooling, not black-box trading

Portesca AI is intended for users who want to understand allocation decisions and retain control over execution.

Rule-based proposals with visible parameters and review screens
Risk limits and pause conditions set by you, applied consistently
Exchange-based execution — no transfer of funds to the platform
Structured records to support review and reporting preparation

Portesca AI review workspace for allocation and risk settings

Technical FAQ

Common questions about features

Important to understandCrypto-assets are highly volatile. Automation does not remove risk of loss. Review all settings carefully and consider independent advice where appropriate.

Data and accessPortesca AI analyses market data and your configured settings. You control API permissions and can revoke access at the exchange at any time.

Do I have to enable automation?

No. You can use Portesca AI in review mode to inspect models and test configurations without connecting an exchange or enabling execution.

Where are my funds held?

Funds remain in your own exchange account. The platform connects via API and does not require deposits to Portesca AI and does not request withdrawal permissions.

Can I pause or stop activity?

Yes. You can pause automation immediately from the workspace and revoke API access at the exchange. Risk limits can also trigger automatic pauses when thresholds are met.

What records are available?

The activity log records proposals, approvals, executions, and control events. Summaries can be exported to support your own review and record-keeping.

Is this investment advice?

No. Portesca AI provides data analysis and automation tooling only. It does not provide regulated investment advice and does not guarantee outcomes.

Configure review settings around your risk tolerance

Start in read-only review mode, inspect the feature workflow, and enable supervised steps only when you are comfortable with the controls.

Request feature walkthrough

Outline your review goals and preferred oversight level.

Name

Preferred mode

Continue to contact

No funds required. General information only — not investment advice.