One connected stack for
systematic investment workflows.
MethodTech connects risk modelling, alpha creation, portfolio construction, strategy testing, analytics, and wealth portfolio intelligence into one workflow for modern investment teams.
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Risk Model
Understand Risk
Alpha Machine
Build Signals
Portfolio Construction
Optimise Portfolios
Strategy Builder
Test Strategies
Wealth Management
Serve Clients
Analytics
Explain Outcomes
Products
How MethodTech Fits Into the Investment Process
Risk Model
Alpha Machine
Portfolio Construction
Strategy Builder
Analytics
Wealth Management
Hedge Fund-Grade Mutual Fund Intelligence & Portfolio Construction Platform
MethodTech’s wealth management platform combines hedge fund-grade analytics, fund screening and intelligence and portfolio construction into a unified platform for modern investment teams. From fund discovery and custom screening to basket construction and decomposition analytics, the platform enables structured, data-driven investment decision-making.
Scheme Analytics
Basket Builder
Build New Screen/Factor
The Scheme Analytics workflow enables investment teams to evaluate the mutual fund universe using institutional-grade analytics, decomposition frameworks, and benchmark-relative diagnostics. Rather than relying only on trailing returns or category rankings, the screening environment combines return analysis, risk decomposition, performance ratios, and factor exposure analytics into a unified comparative framework.
Key Features
Six-Dimension Fund Comparison
Move across Overview (benchmark, AUM, expense ratio, turnover, fund manager, inception date), Returns(1M/3M/YTD/1Y/3Y/5Y/SI returns, rolling returns, quartile rank, benchmark-relative and category-consistency metrics), and Performance Ratios (Sharpe, Sortino, Treynor, and rolling hit-rate across 1Y/3Y/5Y/SI horizons).
Go deeper with Risk Decomposition (beta, total predicted risk, and market / style / industry / idiosyncratic risk contribution), Return Decomposition (market, style, industry, and dividend attribution), and Factor Exposures across 11 institutional-style factors — growth, momentum, value, quality, size, liquidity, and more.
From Research Straight into Construction
Every scheme row carries a one-click "+ Add to Basket" button, and a running Basket Builder toggle shows how many funds you've shortlisted at any point.
Move from screening to portfolio construction without losing context, selected funds, filters, and screens carry through into Basket Builder.
Main & Active Views
Every tab except Overview has two views - Main shows the main portfolio’s performance and metrics.
Active shows the active performance and metrics of the selected schemes relative to the benchmark, helping users assess their performance against the official benchmark of the Mutual Fund Scheme.
Filter, Search & Save Your Own Screens
Narrow the universe instantly with AMC/fund-name search, category filters, and a fund-house dropdown — then open the Custom Fund Screener to build a named, saved view.
Pick exactly the columns you need from any tab, save the screen, and it becomes reusable from the Custom Fund Screens dropdown — turning ad hoc research into a repeatable workflow your whole team can use.