The Platform
Systematic portfolio management.
Built for how boutique DPMs actually work.
The platform is built and running — it has not yet executed in a live account. That is the milestone the Proof Partners first production period achieves.
10,000
Portfolio configurations per strategy
98.94%
Capital allocation efficiency (SGX reference mandate, 100-share board lots — single-share lot markets consistently exceed 99.94% — WP-03 ↗)
6
Signals per instrument — SMA, EMA, MACD, Bollinger Bands, RSI, Stochastic Oscillator
3 yrs
Daily data, refreshed daily
The eleven steps
From universe screening to funded, trade-ready positions. Three roles. Every action logged.
Stock Analyst
Portfolio Manager
Operations
Automated
01
Screen the Universe
Analyst
02
Optimise the Portfolio
Analyst
03
Validate Diversification
Analyst
04
Per-Stock Signal Selection
Automated
06
Client Onboarding
PM
09
Cash Funding
Operations
10
Market Data Refresh
Operations
11
Audit & FX Rates
Operations
Screenshots below show steps 05, 07–08, and operational views. Full eleven-step walkthrough →
What runs today, across all eleven steps
Live today
- ✓ Multiple clients, any mandate size
- ✓ Listed equities, any exchange, any currency — SGX, LSE, NYSE, NASDAQ, HKEX, SIX, ASX, TSE configured and active. Any listed equity market is a configuration, not a development task — configurable in under 60 seconds without a developer or deployment. BW-03 ↗
- ✓ Mandates with a fixed income component: Vektor manages the listed equity element as a distinct mandate, independent of fixed income holdings
- ✓ Multi-market simultaneous execution — SGX, LSE, NYSE, NASDAQ, HKEX, SIX, ASX, TSE; any listed equity market configurable in under 60 seconds
- ✓ Portfolio optimisation (10,000 configurations)
- ✓ Per-instrument signal selection & optimisation — grid search across SMA, EMA, MACD, Bollinger Bands, RSI, and Stochastic Oscillator, Sharpe-ranked per holding
- ✓ XGBoost ML signal validation
- ✓ Lot sizing & order generation
- ✓ Full audit trail & compliance documentation
- ✓ Role-based access control — five roles (Admin, Portfolio Manager, Analyst, Compliance, Viewer) with immutable production permissions
- ✓ Order queuing & Slack notifications
- ✓ Multi-currency FX infrastructure
- ✓ Order and trade API pre-configured to OpenWealth standards — connects to any OpenWealth-compatible custodian or wealth platform
- ✓ Role-based access control — five roles (Admin, Portfolio Manager, Analyst, Compliance, Viewer) with granular Read / Write / Approve permissions, seeded via database migration and immutable in production
Coming next
- ● Live account execution — order routing validated via Interactive Brokers paper trading gateway; production routing to OpenWealth-connected and compatible execution infrastructure. IBKR connectivity is validated. Live order submission — real-money execution — begins with the first Proof Partner's first production period.
- ● Real-time position updates post-fill
- ● Live P&L & performance dashboards
- ● Maker/checker workflow — institutional approval gate for order generation and execution
- ● Client reporting portal
On the roadmap
- ○ Expanded market coverage beyond current eight exchanges — follows Proof Partners milestone
- ○ External PMS integration via API
- ○ Automated rebalancing
- ○ SAA & model portfolios
Vektor alongside your existing infrastructure
Bloomberg — stays
- ✓ Real-time price monitoring
- ✓ News and corporate action alerts
- ✓ Client reporting
- ✓ Fixed income and structured product coverage
- ✓ Compliance screening against client restrictions
Vektor — replaces
- ✓ Universe screening (replaces Bloomberg screen-based filtering)
- ✓ Portfolio optimisation (replaces BOPT or Excel-based optimisation)
- ✓ Technical indicator selection and optimisation
- ✓ Allocation calculation (replaces Excel weight-to-quantity conversion)
Vektor does not replace Bloomberg. It replaces the Excel-based or Bloomberg-screen-based portfolio construction workflow that sits alongside it. A DPM requiring Bloomberg-quality data can substitute a Bloomberg data feed as the market data source — a configuration change, not an architectural one.
Data residency
The current deployment is in AWS ap-southeast-1 (Singapore). The architecture is region-agnostic by design — a configuration choice, not a structural dependency. Data does not leave the configured AWS region as part of normal platform operation.
| Jurisdiction | AWS region | Notes |
|---|---|---|
| Singapore | ap-southeast-1 | Current deployment. MAS PDPA / MAS TRM compliant. |
| United Kingdom | eu-west-2 | Configurable. FCA/PRA framework. UK GDPR. |
| Switzerland | eu-central-1 | Configurable. FINMA / nFADP (DSG) compliant. |
| Hong Kong | ap-east-1 | Configurable. SFC/HKMA framework. |
A specific question? For example:
"The platform uses Yahoo Finance for data — is Bloomberg available for production use?"
Direct factual response. No data-gathering. No bullshit.
Platform screenshots
Strategy Review · Step 05
SGP Equity Strategy
Ten instruments with allocation weights, assigned technical indicators, and optimisation status. Portfolio manager reviews before any client assignment proceeds.
Asset Allocation · Steps 07–08
Allocation at live prices with lot-size rounding — SGX (board lots)
SGD 469,948 of SGD 475,000 available capital deployed — 98.94% efficiency. SGX 100-share board lots produce a SGD 5,052 lot-rounding residual across five active positions. Cash reserve configurable. WP-03 ↗
Three markets. One platform. Same session.
SGX, NYSE/NASDAQ, and LSE were run simultaneously on 21 May 2026. The two allocation figures below isolate the effect of lot-size structure on capital deployment efficiency: board-lot markets (SGX, 100 shares minimum) produce a rounding residual; single-share-lot markets (NASDAQ) eliminate it.
SGX · Singapore · SGD
98.94%
100-share board lots — lot-rounding residual of SGD 5,052 on SGD 475,000 available capital
SGD 469,948 allocated · 5 active positions
NASDAQ · US · USD
99.97%
Single-share lots — residual of USD 2.96 on USD 9,500 available capital
USD 9,497.04 allocated · 4 active positions
Lot sizes are a configuration parameter. The platform applies the correct rule per exchange automatically — no developer involvement, no deployment. WP-03: Capital Allocation Precision ↗
Asset Allocation · Steps 07–08 · NASDAQ / USD
US equity mandate — single-share lot efficiency
USD 9,497.04 of USD 9,500.00 available capital deployed — 99.97% efficiency. Single-share lot structure eliminates board-lot rounding residual. Four active positions: WRB, LRCX, AIZ, LDOS.
Strategy Review · Step 05 · NASDAQ / USD
USA Equity Strategy — ten instruments, per-stock indicators
NASDAQ mandate. Dividend-paying stocks from financial services, technology, and industrials sectors. Ten instruments selected by the optimisation; four with non-zero weight (WRB, LRCX, AIZ, LDOS) — six optimised to zero weight and retained in the strategy record as benchmark-aware reserve. Per-instrument indicators (RSI, BB, EMA, SMA) assigned by grid search.
Strategy Review · Step 05 · LSE / GBp
GBR Equity Strategy — LSE-listed instruments in GBP
LSE mandate. Dividend-paying stocks from financial services, industrials, and energy sectors. Ten instruments including Babcock International, IG Group, Shell, and Admiral Group. Currency: GBp. Indicators assigned per instrument by grid search.
Order Management · Trading & Orders
Order history with full traceability
Symbol, side, quantity, status, and full timestamp. Auto-refresh available. Every order traceable from generation through to execution.
Signal Notifications · Operational
InvestPuppy Trading Bot in #trading-signals
Approved signals, ML-blocked signals, and low-confidence signals delivered automatically per portfolio after each execution cycle.
Access control and audit
Audit trail and role-based access are not afterthoughts. This is what they look like in production.
Audit Log · Risk & Compliance
Complete activity record with IP address and correlation ID
Every user action — invitation, deactivation, update — is timestamped, attributed, and immutable. Seven events shown here from a single day. Accessible to Admin and Compliance roles. Relevant to FCA SYSC 10, MAS Notice SFA 04-N02, and FINMA record-keeping obligations.
Permission Matrix · Administration
Five roles, seven resources, granular Read / Write / Approve permissions
Admin · Portfolio Manager · Analyst · Compliance · Viewer. The Compliance role has read-only access to Audit Log and Orders — no write permissions anywhere. The Viewer role provides read access to Portfolios and Strategies, suitable for client, trustee, or board reporting. Permissions are seeded via database migration and immutable in production — changes require a new migration file, not a checkbox.
