A model portfolio platform enables SEBI-registered Research Analysts to create curated stock portfolios with defined target allocations, publish these portfolios to subscribers, and manage rebalancing as market conditions change. Unlike discretionary PMS where the manager trades directly in client accounts, model portfolios provide recommendations that subscribers execute through their own broker accounts, maintaining transparency and client control. AlphaQuark is a purpose-built model portfolio platform for the Indian advisory market. Research Analysts can create multiple portfolios across different strategies — large-cap value, mid-cap growth, momentum, sectoral, thematic, or multi-asset. Each portfolio has defined target allocations with individual stock weightages. When an advisor updates a portfolio, the platform automatically calculates the exact buy and sell trades needed for each subscriber based on their current holdings and investment amount. The platform supports benchmark tracking against Nifty 50, Nifty 500, and custom benchmarks, with performance metrics including TWRR, XIRR, CAGR, Sharpe ratio, maximum drawdown, and sector allocation analysis. Advisors can share verified performance track records with prospective subscribers. Portfolio distribution happens through the AlphaQuark subscriber app, where clients can view their subscribed portfolios, see pending rebalancing trades, execute orders through their linked broker account, and track real-time portfolio performance. The entire lifecycle from portfolio creation to trade execution to performance reporting is managed in a single integrated platform.
Build portfolios across equity, thematic, sectoral, and multi-asset strategies with defined target allocations. Add or remove stocks, adjust weightages, and publish updates to subscribers. Manage multiple strategies simultaneously from a single advisor dashboard.
When you update a model portfolio, the platform calculates individualized buy and sell orders for each subscriber based on their current holdings and investment amount. No manual trade lists — the platform handles the math for every client.
Track portfolio performance with TWRR, XIRR, CAGR, Sharpe ratio, and maximum drawdown metrics. Benchmark against Nifty 50, Nifty 500, or custom indices. Share verified track records with prospective subscribers.
Subscribers access their portfolios through the AlphaQuark app or white-label branded app. They can view holdings, see pending rebalancing trades, execute orders through their linked broker, and track real-time performance.