Portfolio Optimization for Professionals.
Local. Deterministic. Transparent.
ClearLedger is a Windows‑native portfolio engine built for portfolio managers who think in risk, return, and covariance — not noise. No cloud. No black boxes. Just disciplined, repeatable portfolio construction.
Watch the ClearLedger Demo
See how ClearLedger constructs stable, transparent, risk‑aware portfolios using local analytics.
Built for Institutional‑Grade Portfolio Work
ClearLedger combines asymmetric scoring, a local machine‑learning signal layer, and deterministic, risk‑aware optimization to deliver stable, transparent portfolios that align with how professional managers actually work.
Local, In‑Memory Engine
All calculations run locally, in memory, on your machine. No cloud dependency, no data transmission, and no compliance exposure.
Asymmetric Scoring
A disciplined selection layer that ranks securities by upside/downside asymmetry, stability, and diversification contribution.
ML‑Enhanced Conviction
A transparent, local machine‑learning layer adjusts weight sensitivity and conviction without turning the process into a black box.
Deterministic Optimization
Covariance‑driven, risk‑aware optimization produces stable, repeatable weights with full attribution and before/after comparison.
System Requirements
Windows 10/11 (64‑bit), Excel 2016+, 16 GB RAM recommended, and 500 MB free storage. Internet required only for market data, Client Portal access, and updates.
Multi‑Tenant Architecture
Each portfolio operates in its own isolated workspace with separate configuration, logs, scoring outputs, and optimization results — no shared data or exposure.
Hardened Engine Security
Zero telemetry, sealed VBA orchestration, and compiled modules ensure a tamper‑proof, audit‑friendly environment for regulated portfolio teams.
Advisor‑Ready Reporting
Exportable summaries, attribution views, and narrative insights designed for client communication and CIO‑level reporting.