The figures of every portfolio, wherever the fund needs them.
Each portfolio is calculated once, and the dashboard, Excel, the firm's reports, its systems and its AI assistants all read from that calculation.
A full calculation takes seconds, at any hour of the day.
That holds for today and for every past date back to 2013. Analysts find their way around the dashboard from the first look, and a fund's IT connects its systems to the API with little effort.
Every release is tested internally against attacks before it goes live. Data is encrypted in transit, at rest and in backups, positions are only ever read, every access is written to the audit log, and issued reports carry a signature an auditor can check.
The security page→The API connects Pearlixa to the systems a fund already runs.
Positions come in through it, and portfolios, figures and reports go back out, so nothing passes through a spreadsheet on the way. Each connected system has its own key and role.
In Excel, =PEARLIXA.FIGURE fills a cell with the value the report shows, for whichever portfolio, figure and date the cell names.
Pearlixa tells the fund's systems when a limit is breached.
A breach does not wait for someone to open the dashboard. A webhook carries it into the fund's systems, signed so the receiver can check it came from Pearlixa, and the team hears of it by email or in Slack.
A limit set for Directional majors has been breached.
| Figure | ES 97.5%, 1 day |
| Value | 2.84% of equity |
| Limit | 2.45% of equity |
| Used | 116% of the limit |
Ask the firm's AI assistant, and the answer comes from Pearlixa's figures.
Pearlixa runs an MCP server, so any AI assistant that supports MCP can read the fund's portfolios and answer a question asked in plain words with the same values the dashboard shows.
Mostly ADA. It is a small position but carries an outsized share of the portfolio's tail risk:
That is 4.7 times its size. Expected shortfall at 97.5% over one day is 2.84% of equity for the whole portfolio.
Figures from Pearlixa, as of 12.10.2026
Reports go out on the firm's schedule.
A report is set up once, in the dashboard or through the API. From then on it is filled into the firm's own Word or PowerPoint template on schedule and sent by email once someone has approved it.
Start with a call.
A short conversation about how your fund's files and systems would connect, and a live demo of the platform.
Book a call