Sortino Studio

Serious Capital Deserves Serious Clarity.

A calmer way to track capital, model strategy shifts, and forecast what comes next. Built for the AI powered market.

Grow with Sortino

Built with Perspective from

RBC
BMO
CIBC
HOOPP
OMERS

AI Driven Research

Meet Artemis: your personal analyst for deep-dive financial insights and strategic clarity.

Dynamic Modeling

Empower your strategy with flexible modeling — fundamental, quantitative, and scenario-based.

Portfolio Tracking

Track key portfolio metrics with powerful analytics, keeping you on course to your goals.

01 · Portfolio setup

Your whole portfolio, set up simply.

Add securities in seconds or connect your broker to bring every account into one clear view—without rebuilding your portfolio by hand.

Your Portfolio

Overview · Holdings · Risk

Value

$1.42m

YTD

+12.8%

Accounts

+NVDA · NVIDIAEquity

+QQQ · Invesco QQQETF

+BTC · BitcoinDigital asset

Interactive Brokers ↗

Wealthsimple ↗

Questrade ↗

02 · Research

Research in the context of what you own.

Open filings, build valuation models, and connect fundamental research directly to the positions and decisions it informs.

Artemis Updated Your Assumptions

Operating margin expanded

Revenue increased while operating expenses grew at a slower rate, supporting higher free cash flow.

Discount Cash Flow

EV $184.20

+3.19%

WACC: 8.4%
Terminal: 2.5%
Upside: 18.2%

Jump Diffusion

EV $179.80

−1.43%

VaR: 12.4%
ES: 18.7%

03 · Source-backed AI

AI that shows its work.

Generate portfolio-aware reports, summarize filings, and trace every conclusion back to cited source material.

AAPL

Apple Inc.

10-Q

Q3 2026

Artemis Summary

Products gross margin rose to 40.1% from 34.5% a year ago, helped by a more favorable product mix.

04 · Community

Build wealth with people you trust.

Share portfolios, compare approaches, and learn alongside a private network of friends—without turning investing into a public leaderboard.

NVDA

NVIDIA Corp

$178.42

+2.14%

Friends holding

Mitch12.4%

Raymond8.1%

You6.2%

Connor5.6%

Tim3.2%

Your Vision, Our Execution

Analytical Featureset

Get valuable insight into your portfolio, track performance, and make informed decisions.

Forecasting

Simulation Suite

Explore a broad range of statistical models, including Monte Carlo and jump-diffusion simulations.

Analytics

Fundamentals

Customize DCFs and DDMs and other valuation models inside your portfolio.

Portfolio Analytics

Performance Attribution

See what actually drove results across holdings, sleeves, factors, and allocation decisions.

Stress Testing

Scenario Analysis

Model rate shocks, political unrest, volatility spikes, and custom market scenarios before you reposition.

Data Layer

Data Concourse

Bring pricing, fundamentals, estimates, and portfolio data into one research-ready surface.

Analytics

Greeks

Track β Γ Δ ϑ ρ ν and ξ in a compact risk view.

Analytics

Ratios

P/E, P/B, Sharpe, Sortino, and more.

Monitoring

Signal Layer

A live read on changes in quality, valuation, momentum, and portfolio risk across the book.

Prime Broker Integrations

Connect Your Broker

Bring holdings into Sortino from the primary broker you use, so your portfolio view stays current without manual stitching across platforms.

Sortino · MMXXVI

Arriving

Q1 2027.

A calmer way to track capital. Join the short list for private-beta invites.

Serious Capital Deserves Serious Clarity.

AI Driven Research

Dynamic Modeling

Portfolio Tracking

Your whole portfolio, set up simply.

Research in the context of what you own.

Operating margin expanded

Discount Cash Flow

Jump Diffusion

AI that shows its work.

Build wealth with people you trust.

Analytical Featureset

Simulation Suite

Fundamentals

Performance Attribution

Scenario Analysis

Data Concourse

Greeks

Ratios

Signal Layer

Connect Your Broker

CIBC Investor’s Edge

Wealthsimple

Questrade

Interactive Brokers

BMO InvestorLine

Custom

Arriving