Portfolio applies the OVVO Labs partial-moment framework to portfolio construction, ranking, and risk-aware allocation.
Standard portfolio tools compress dependence into a single correlation or covariance number. That can hide the distinction between assets that rise together, assets that fall together, and assets that diverge when it matters most.
OVVO decomposes covariance into directional partial-moment quadrants, allowing the portfolio process to capture upside dependence, downside dependence, and divergence separately. Utility preferences are embedded directly into the covariance structure before optimization begins, rather than added afterward as a generic risk-aversion adjustment.
The result is a portfolio workflow built to reflect actual investor preferences, downside sensitivity, upside participation, and crash dependence more directly than standard mean-variance methods.
Annual subscription: $2,189/year.
Includes annual access to the Portfolio app and related Portfolio workflow updates during the subscription period.
For institutional licensing, team access, or custom arrangements, contact us directly.
