Portfolio Optimization Software for Professionals.
Local. Deterministic. Transparent.
ClearLedger Analytics is a Windows‑native portfolio optimization engine built for managers who think in risk, return, and covariance — not noise. No cloud. No black boxes. Just disciplined, repeatable portfolio optimization applied directly to your real holdings.
Free During Early Access
ClearLedger Analytics is available at no cost while the Early Access program is active.
Downloads require a Client Portal login.
Core Concepts & Architecture in Action
Explore short briefings on why quantitative professionals are moving away from cloud risk and redefining portfolio structuring.
Why Top PMs Are Moving Away from Cloud Optimization
Rebalancing vs Optimization: Which One Are You Doing?
Portfolio Engine Walkthrough & Deep Dive
Quantitative Architecture & Quantitative Workflows
Built for Institutional‑Grade Portfolio Work
ClearLedger Analytics combines asymmetric scoring, a local machine‑learning signal layer, and deterministic, risk‑aware portfolio optimization to deliver stable, transparent portfolios that align with how professional managers actually work.
Local, In‑Memory Engine
All calculations for portfolio optimization run locally, in memory, on your machine. No cloud dependency, no data transmission, and no compliance exposure.
Asymmetric Scoring
A disciplined selection layer that ranks securities by upside/downside asymmetry, stability, and diversification contribution for your optimization model.
ML‑Enhanced Conviction
A transparent, local machine‑learning layer adjusts weight sensitivity and conviction without turning the optimization process into a black box.
Deterministic Portfolio Optimization
Covariance‑driven, risk‑aware portfolio optimization produces stable, repeatable weights with full attribution and before/after comparison.
System Requirements
Windows 10/11 (64‑bit), Excel 2016+, 16 GB RAM recommended, and 500 MB free storage. Internet required only for market data, Client Portal access, and updates.
Multi‑Tenant Architecture
Each portfolio optimization workspace operates in its own isolated environment with separate configuration, logs, scoring outputs, and results — no shared data or exposure.
Hardened Engine Security
Zero telemetry, sealed VBA orchestration, and compiled modules ensure a tamper‑proof, audit‑friendly optimization environment for regulated teams.
Advisor‑Ready Reporting
Exportable summaries, attribution views, and narrative insights designed for client communication and CIO‑level portfolio optimization reporting.