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The Portfolio Supermarket

Published on 09/07/2020

In the age of lockdown, many of us have got to grips with online shopping of all varieties, but it’s the grocery sector that has really boomed. Gone are the days where we push our trolleys down the aisles, and cave at the check-out when we see our favourite chocolate bar.

Now, our trolleys are online ones, ones that remember what you bought last time, and what you may be running out of. Ones that remind you that you might fancy a cheese board this weekend, or that you haven’t been getting enough greens by offering you a big bag of kale that’s on sale.

Imagine if the world of investment and investing was this simple, powerful and transformative. It is now: welcome to Upside Technologies.

Whether you prefer healthcare or mining, thematically pointed to China, or the US, directional, or doomsday. Whatever your ideal portfolio, Upside has one for you.

Whether Sharpe is your favourite TV character or your most trusted risk measure, Upside will understand your level of expertise, and help you get the information you need to make the best decisions. From seasoned CIOs managing multi-billion pension funds, to more flexibly mandated family offices, Upside will cater for the needs of all types of investor.

No more hours spent pouring over CVs, adjusted track records and background checks, no more false starts from liquidity traps, underperforming strategies and style drift. We do all that for you. All you have to do is browse the Upside aisles, searching for that portfolio that catches your eye.

If you can’t find what you’re looking for, we can get one built for you, to your exact specifications and curated by the top rated managers in our ecosystem via our unique auction system.

And as with your grocery basket, Upside will show you portfolios you may be interested in, ones that are similar to those you hold. If we find portfolios that have better risk profiles or prices, we’ll let you know!

We give you all the information you need to make the best possible decision, combining thousands of pieces of data into an easily accessible, standardised and targeted approach, to get investing as soon as possible.

You can save your favourites, and choose from multiple payment options, from a one-time purchase to a real-time update model, so you can keep your book in shape and on track.

There’s an Upside to online shopping, and a science to being right.

Upside Technologies Limited
33 Broadwick Street

Company number: 11228711
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