Single-name limits
Prevent one position from dominating portfolio outcomes.
Portfolios
Finding stocks is only step one. Building the portfolio is where discipline matters.
IQVANT connects opportunity discovery with position sizing, sector balance, and risk controls so investors can move from candidate list to portfolio decision without losing structure.
01
Exposure map
See how selected stocks distribute across sectors and industries before the portfolio becomes concentrated by accident.
02
Position sizing
Use portfolio-level rules to keep individual positions inside defined limits.
03
Risk budget
Set exposure caps, cash floors, and review thresholds before capital is allocated.
04
Review cycle
Track when signals change, when risk drifts, and when a position deserves review.
Portfolio construction
Designed for investors who want control without chaos.
IQVANT does not force a model portfolio. It gives investors a disciplined framework for evaluating candidates, checking overlap, and constructing portfolios that are easier to understand and maintain.
Model allocation checkSample
Technology
22%
Healthcare
16%
Industrials
14%
Financials
11%
Cash
8%
Risk management
The platform is built around the fact that a good thesis can still become a bad portfolio.
Sector caps
Control exposure when multiple signals appear in the same area of the market.
Candidate scoring
Rank opportunities while separating signal strength from portfolio eligibility.
Rebalance awareness
Flag drift and concentration before portfolio quality degrades.