Finium Product Suite

The Operating System for
Investments and Capital.

Finium is building a universal computational foundation for investing — turning investments into living, intelligent, programmable financial objects. From individuals managing their first portfolio to institutions overseeing global capital, one engine connects information, economics, investment reasoning, decisions, ownership, and history.

Built for every investor. Powered by one investment engine.

Explore Finium OS →Explain the Concept →Request a Demo
The Investor Pyramid

Built for every level of investing.

From your first investment to global capital management. One underlying intelligence engine, designed to scale with the investor.

Level 1Individual Investors
Level 2Advisers & Wealth Managers
Level 3Emerging Investment Managers
Level 4Institutions
Level 5Global Capital Infrastructure
Level 1Live · QuantPort

Powered by QuantPort

Individual Investors

For people investing their own money.

Stocks, ETFs, and other supported holdings. Understand what you own, record why you invested, monitor relevant information, and track changes to your investment thesis.

Explore QuantPort

Five levels of investors. One computational foundation.

An individual investor and a global asset manager operate at vastly different scales, but both need to understand investments, evaluate changing information, preserve decisions, and manage capital. Finium is building a shared engine that can serve both — through experiences designed for their specific needs.

Connecting intelligence and digital capital across the pyramid.

Finium's vision connects investment intelligence and digital capital across the investor pyramid. Investment managers and institutions can use Finium to understand and manage investments. Over time, eligible assets and financial rights may also be structured and tokenized through Finium's digital capital infrastructure.

Through appropriate legal structures and licensed partners, these capabilities could eventually support broader access to investments across different investor categories.

1Individual investors — through QuantPort
2Advisers and wealth managers
3Emerging investment funds
4Institutional investors
5Global capital infrastructure

Tokenization is not required to use Finium or QuantPort. Not all private investments will be accessible to all retail investors.

The Shared Engine

Different investors. Same underlying intelligence.

The same computational architecture powers every Finium experience — only the interface, workflow, and level of sophistication change.

Shared Finium Engine
Financial Objects & Investment Objects
Document reading and evidence
Financial facts and models
Executable Thesis
Decision Delta
Portfolio intelligence
Investment memory and history
Ownership and rights architecture
Legal rights & digital ownership
Tokenization & smart contracts
Blockchain & capital servicing
Individual — through QuantPort

“I invested because revenue would grow 20%. The latest report shows growth slowing. Finium identifies the change and links it to the evidence.”

Private-credit manager — through Finium OS

“We underwrote this borrower assuming stable EBITDA and sufficient covenant headroom. The latest reporting changes those assumptions. Finium identifies the affected credit conditions and portfolio exposures.”

Institutional investor — through Finium Institutional

“A change in an underlying investment affects multiple portfolios, valuation assumptions, monitoring conditions, and governance workflows. Finium is designed to connect those effects across the institution.”

We aren't building five different investment engines. We're building one engine with five investor experiences.

The Future of Digital Capital

From Investment Intelligence to Programmable Ownership.

Understanding an investment is only the beginning.

Finium is building toward a world where the same investment that can be analyzed, modeled, and monitored can also be connected to digitally represented financial rights.

Through blockchain infrastructure, smart contracts, and tokenization, Finium aims to connect the intelligence behind an investment with how that investment is issued, owned, transferred, and serviced.

One investment. One connected economic reality. From intelligence to digital ownership.

Investment Object
The computational representation of the underlying investment — economics, facts, models, and reasoning.
Legal Structure & Financial Rights
Legal instruments and ownership rights that define what the investment actually represents.
Tokenization Engine
Finium's infrastructure for digitally representing eligible rights through blockchain-based tokens.
Blockchain & Smart Contracts
Permissioned infrastructure for recording ownership and executing permitted transactions.
Digital Ownership, Transfers & Servicing
Compliant ownership changes, distributions, redemptions, and lifecycle operations.
Long-Term Platform Vision · In Development

Current token workflows are simulations. Finium does not currently offer production blockchain issuance, live tokenized securities, real-money settlement, or operational custody.

Why Blockchain Matters to Finium

Making Capital Programmable.

Blockchain provides infrastructure for representing and recording digital ownership and executing permitted transactions through smart contracts.

Finium's ambition goes further than creating tokens. We are building the computational system that understands the underlying investment — and the digital capital platform that can connect that investment to legally defined ownership, financial rights, distributions, and lifecycle operations.

The token is a digital representation of specific rights. The Finium Investment Object is the system that understands the underlying investment.

01

Understand

Financial information, economics, risk, and investment reasoning. The computational layer that knows what the investment is and why it behaves the way it does.

02

Structure

Legal instruments, ownership rights, and financial obligations. The legal and economic architecture that defines what the investment represents.

03

Tokenize

Digitally represent eligible rights through blockchain-based infrastructure. The token is a digital representation of specific rights — not the investment itself.

04

Operate

Support compliant ownership changes, servicing, distributions, and redemptions. The lifecycle operations that keep capital functioning over time.

A blockchain token does not automatically create legal ownership, nor does it eliminate the need for regulated financial institutions. Tokenization through Finium would operate through appropriate legal structures and licensed partners.

Finium Terminal

LIVE · FREE
Investment intelligence terminal

Research companies, understand your portfolio, and explore deeper market intelligence across financials, valuation, sentiment, positioning, macro and more — from one terminal. Free during launch, no credit card required.

Live screenshots
Full dashboard — forecast, terminal agent & risk metrics

Full dashboard — forecast, terminal agent & risk metrics

Learn more about Finium Terminal →
What it does
Portfolio health grade A–F
Composite score from Sharpe, Sortino, diversification, VaR and sentiment. Tells you exactly what grade your portfolio deserves and why.
Markowitz mean-variance optimization
Finds the maximum Sharpe and minimum variance portfolios from your exact holdings using constrained SLSQP optimization — not a black box.
Efficient frontier + 5,000 simulations
5,000 randomly generated portfolios visualized as a scatter. Colored by Sharpe ratio. Both optimal points highlighted.
Monte Carlo — 1,000 future paths
Geometric Brownian Motion projections with 10th/50th/90th percentile bands. Probability of profit, expected value, and expected shortfall.
Value at Risk (Historical + Parametric + CVaR)
Historical VaR at 95% and 99% confidence, parametric VaR, and Conditional VaR — the average loss in the worst-case tail.
Live sentiment analysis (Finnhub)
Real-time news pulled for every holding. Each article scored and aggregated into a per-ticker and portfolio-wide sentiment signal.
Continuous drift monitoring + weekly emails
Every Monday the full analysis re-runs with fresh data. Instant alerts when any position drifts beyond your threshold.
Terminal mode — full institutional dashboard
Factor analysis, market regime detection, correlation matrix heatmap, and a Terminal Agent that synthesizes everything into a plain-English briefing.
12+
Institutional models
1,000
Monte Carlo paths
60s
To full health grade
FINIUM

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