Manage your portfolio with established professional methods

Verinax is a portfolio management tool for self-directed investors. It uses the same kinds of portfolio construction and risk calculations that expert portfolio managers use, applied to the stocks and ETFs you enter. You can see how the holdings work together, compare six allocation methods, build a trade plan and monitor the portfolio against your chosen target.

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Who it is for

Who should use Verinax

Verinax is for investors who make their own allocation and rebalancing decisions. It is most useful once a portfolio contains at least four genuinely different stocks or ETFs and is difficult to evaluate by inspection alone.

Self-directed investors who want to know whether their portfolio is genuinely diversified
Investors who suspect that several funds or stocks may create the same underlying exposure
Investors preparing to rebalance who want to compare several defensible allocation methods before choosing a target
Investors who want a repeatable plan and a clear signal when the portfolio drifts away from it

What the user gains

A clearer view of which holdings and relationships drive portfolio risk
An apples-to-apples comparison of six methods using the same holdings and data
A practical trade plan that translates target weights into proposed buys and sells
A saved target that can be monitored over time when monitoring is enabled
Evidence and stated assumptions that make the rebalancing decision easier to review

How it works

What Verinax does

Verinax works with a portfolio of at least four genuinely different holdings. It does not choose investments for you. It analyses the holdings you enter and helps you compare ways to allocate them.

Enter holdings and cash. Add the stocks and ETFs you own, with their quantities or values.
Diagnose the current portfolio. See how widely risk is spread, which holding contributes the most risk, and whether two holdings have moved almost identically.
Compare six allocation methods. Review what each method aims to do, what it tends to produce, and where it can struggle.
Review a plan. See target weights, the trades needed to reach them, the share of the portfolio covered by the analysis, the stability of the result, and a rough estimate of trading friction.
Save and monitor a target. When monitoring is enabled, Verinax tracks value and shows when holdings move outside the selected drift range. Verinax does not place trades.

The six methods

Minimize variance

Seeks the mix of the chosen holdings that would have moved up and down the least.

Risk parity

Sizes holdings so that each contributes an equal share of the portfolio’s measured risk.

Equal weight

Splits the portfolio evenly across the holdings, without return forecasts.

Market anchor

Uses the Black-Litterman method with no added views and starts from market-implied returns.

Maximize Sharpe

Seeks the most modelled return for the risk taken, based on historical estimates.

Downside focus

Counts declines as risk and seeks return relative to measured downside risk.

Rules and evidence

Long only, with no borrowing or short selling
At least four genuinely different holdings before a plan can be built
Position limits for most optimized methods, with holdings generally kept between 5 percent and 30 percent
Near-identical holdings counted together when diversification is assessed
Historical estimates moderated with established statistical techniques where they apply
Analysis coverage, stability and limitations shown beside the plan
Deterministic calculations, with no AI or language model in the calculation path

What a plan shows

Allocation

Current and modelled weights for each holding.

Trade plan

The buys and sells needed to move toward the saved target, with cash used before a sale is proposed.

Evidence

How much of the portfolio was modelled and whether the plan holds across other methods, time periods and resampled histories.

Stress and friction

A rough market-fall sketch and a rough estimate of spreads and currency conversion costs. Taxes are not estimated.

Verinax analyses the holdings the user enters. It does not assess the user’s goals, income, time horizon or risk tolerance. It does not select securities, estimate tax consequences, place trades or provide financial advice. Its models use historical data, which cannot predict future returns.

See what your holdings are really doing

Join the early-access list and we will email you when a place is available.

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