The Platform

Systematic portfolio management.
Built for how boutique DPMs actually work.

No capital moves without human approval.

Explained. Documented. Justified.

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.

99.97%

Single-share-lot allocation efficiency (board-lot markets: 98.94% — WP-03 ↗)

3 markets, 1 session

SGX, LSE, NASDAQ — simultaneously, 21 May 2026, not staged

2-level validation

Grid-search optimised, then independently ML-checked before execution

11 steps

Screening to funded position — every action logged

The eleven steps

From universe screening to funded, trade-ready positions. Three roles. Every action logged.

Stock Analyst

Portfolio Manager

Operations

Automated

Screen the Universe

Analyst

Optimise the Portfolio

Analyst

Validate Diversification

Analyst

Per-Stock Signal Selection

Automated

Strategy Review

↓ screenshot

Client Onboarding

Asset Allocation

↓ screenshot

Order Generation

↓ screenshot

Cash Funding

Operations

Market Data Refresh

Operations

Audit & FX Rates

Operations

Screenshots below show steps 05, 07–08, and operational views. Full eleven-step walkthrough →

AI is a tool. Ownership is personal.

Vektor does the work. You still own the outcome.

What runs today, across all eleven steps

Working means built and run end to end on real market data. Live means running in a client account: not yet. See What Vektor Is Not →

Rebalancing. Working today: drift monitoring, 5% threshold detection, corrective-order calculation, minimum-trade filtering and dry-run review. Not yet live: unattended scheduled execution, corridor rebalancing, calendar-triggered rebalancing and tax-lot-aware order generation.

Working today

✓ The platform maintains separate strategy, benchmark, currency and portfolio records for each configured mandate.
✓ Eight exchanges configured. New markets take minutes, not projects. SGX, LSE, NYSE, NASDAQ, HKEX, SIX, ASX, TSE configured and active. Different market. Same workflow. Same evidence. BW-03 ↗
Only see SGX, NASDAQ, and LSE above? Register for the research series and ask — we’ll produce a reference output for your market, too →
Ready to go further? Under NDA, we’ll build the full operational walkthrough for your market — alongside a live mandate run, or in place of one →
✓ 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
✓ Portfolio optimisation (deterministic max-Sharpe solve, not sampled)
✓ 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
✓ Order queuing & Slack notifications
✓ Multi-currency FX infrastructure
✓ Role-based access control — five roles (Admin, Portfolio Manager, Analyst, Compliance, Viewer) with granular Read / Write / Approve permissions, seeded via database migration and immutable once deployed

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
● Order and trade API architected to OpenWealth standards — architecture specified; connector build is a scheduled near-term development item

On the roadmap

○ Expanded market coverage beyond current eight exchanges — follows Proof Partners milestone
○ External PMS integration via API
○ Unattended scheduled execution, corridor rebalancing, calendar-triggered rebalancing and tax-lot-aware order generation
○ 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 will need the Bloomberg B-PIPE connector, which is the first build item, developed with the first Proof Partners.

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-2	Configurable. FINMA / nFADP (DSG) compliant.
Hong Kong	ap-east-1	Configurable. SFC/HKMA framework.
United Arab Emirates	me-central-1	Configurable. DFSA/FSRA 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.

…ask the Puppy →

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.

Question: What does the system propose for this mandate?
Why it matters: Weights, indicators and optimisation status are visible before assignment.
Human decision point: The portfolio manager reviews before any client assignment proceeds.

Asset Allocation · Steps 07–08

Allocation at current market 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 ↗

Question: How much of the available capital is deployed once board lots are applied?
Why it matters: The lot-rounding residual is shown: SGD 5,052 on SGD 475,000. This is the tested output for this mandate, not a general rule.
Human decision point: The portfolio manager reviews the allocation and cash reserve before orders are generated.

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.

Question: What happens to the rounding residual in a single-share-lot market?
Why it matters: The residual is USD 2.96 on USD 9,500. This is the tested output for this mandate, not a general rule.
Human decision point: The portfolio manager reviews the allocation and cash reserve before orders are generated.

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.

Question: What does the strategy record keep, including instruments with zero weight?
Why it matters: Six zero-weight instruments are kept as benchmark-aware reserve.
Human decision point: The portfolio manager reviews the strategy before it is assigned.

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.

Question: How does the strategy review present an LSE mandate in GBp?
Why it matters: The same review step shows ten LSE-listed instruments with per-instrument indicators.
Human decision point: The portfolio manager reviews the strategy before it is assigned.

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.

Question: Can each order be traced from generation to execution?
Why it matters: Symbol, side, quantity, status and full timestamp are recorded for each order.
Human decision point: No capital moves without human approval.

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.

Question: What does the operator receive after each execution cycle?
Why it matters: Blocked and low-confidence signals are reported alongside approved ones.
Human decision point: The operator decides what to act on.

Download full platform brochure →

Access control and audit

Audit trail and role-based access are not afterthoughts. This is what they look like running on the platform. Keeping portfolio managers safe and compliance officers comfortable. Know why.

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.

Question: What is recorded when someone uses the platform, and by whom?
Why it matters: Each action is timestamped, attributed and immutable, with IP address and correlation ID.
Human decision point: Admin and Compliance roles read the record.

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 once deployed — changes require a new migration file, not a checkbox.

Question: Who can do what?
Why it matters: Compliance is read-only on the audit log and orders; Viewer reads portfolios and strategies.
Human decision point: A permission change needs a new migration file, not a checkbox.

WP-06 Audit and Compliance →

The tested outputs and the documents behind these claims are in the Evidence. See the Evidence →

The platform is built. Show us a mandate.

Show us a mandate → Become a Proof Partner →

A cartoon of a presenter pointing at a screen showing a Sharpe ratio of 3.6, captioned: Ooh, Sharp(e) ratio!

A large backtest Sharpe ratio is where the questions begin, not where they end. How we evaluate performance (WP-10) →

Systematic portfolio management.Built for how boutique DPMs actually work.

The eleven steps

Vektor alongside your existing infrastructure

Data residency

Platform screenshots

Access control and audit

The platform is built. Show us a mandate.

Systematic portfolio management.
Built for how boutique DPMs actually work.