Methodology intro

Introduction

Welcome to Quantfolio's methodology documentation. This section explains the financial calculations, models, and analytical frameworks that power the platform.

Our goal is to provide transparency into how the platform works, helping you understand and confidently use the tools available to you.

What's covered

This documentation explains the methodologies and models used throughout Quantfolio, including:

Risk model and assessment

How client risk profiles are calculated and applied to investment recommendations, and what flexibility you have for adapting the model to your framework.

Performance calculations

How returns, risk, and performance metrics are measured.

Cost analysis

How fees, expenses, and total cost of ownership are calculated and displayed.

Suitability models

How the platform assesses investment suitability and compliance requirements.

Who this is for

Advisors using the platform will gain deeper insight into how recommendations are generated and calculations are performed.

Compliance and quality teams can use this documentation to verify that methodologies meet regulatory standards and best practices.

Partners and stakeholders interested in understanding Quantfolio's analytical capabilities will find detailed technical explanations.

How to use this documentation

Each methodology has its own dedicated article with:

• Theoretical foundation and rationale
• How it's applied within Quantfolio
• Relevant formulas and calculation logic
• Adaptation possibilities
• Examples where helpful

Related topics are linked throughout for easy navigation.

Browse methodologies

[List of methodology articles will appear here as they're published]

Questions?

If you have questions about a specific methodology or need clarification, contact support.

Updated on: 01/10/2025