Introducing Portfolio Lab by GenieAI: The Institutional Analytics and Optimization Suite for Digital Asset Managers

Boston, MA – July 2025 – GenieAI is proud to introduce the newest, most powerful version of Portfolio Lab, the most advanced portfolio performance and risk analytics and optimization suite designed specifically for institutional digital asset investors. Built for hedge funds, asset managers, family offices, SMA allocators, and multi-strategy managers, Portfolio Lab equips portfolio and risk teams with the tools they need to monitor performance, evaluate risk, and rebalance with precision—at a speed and depth that other solutions simply can’t match.

What Is Portfolio Lab?

Portfolio Lab is a modular, institutional-grade platform that helps investment professionals answer core portfolio questions faster and more accurately:

- How are my strategies performing one vs. the other and against my custom benchmarks?

- How is my strategy performing under different market conditions?

- Where are my exposures and risks concentrated?

- What happens to my portfolio if volatility spikes or BTC drops 15%?

- How can I rebalance to improve my risk-adjusted returns?

- How correlated are my strategies one vs. the other?

Whether you manage directional or market-neutral strategies, trade options, or allocate across strategies, Portfolio Lab delivers a unified view of performance, risk, and opportunity.

Key Capabilities

📊 Risk Metrics & Benchmarking

Track returns, realized and expected Sharpe, Sortino, Drawdown, Calmar, and Volatility. Understand risk at every level—strategy, account, or asset. Benchmark against BTC, ETH, S&P 500, Nasdaq, or custom indices.

🔄 Market Regime Analysis

See how each strategy performs in bull, bear, and sideways markets. Performance, volatility, and drawdown metrics are broken down by regime to help you identify what’s working and what’s not—at a glance.

🧠 AI Commentary

GenieAI’s built-in AI explains differences in performance and allocation across strategies using natural language. Cut through noise and accelerate investment committee prep and manager review workflows.

⚠️ Scenario Analysis & Stress Testing

Simulate price and volatility shocks for any asset. Analyze the effect of BTC crashing, volatility doubling, or options overlays being triggered—across one or multiple strategies.

📈 Multi-Objective Portfolio Optimization

Rebalance portfolios to hit your risk and return goals. Choose from targets like volatility, VaR, Beta, downside risk, Sharpe, or Sortino. Apply custom constraints and let GenieAI’s optimizer do the math.

📥 Seamless Data Ingestion

Feed your portfolio data via exchange, custodian, or wallet API, via a CSV upload, or via API. No stale spreadsheets—Portfolio Lab stays in sync with your live positions and performance.

Built for Real Institutional Workflows

Portfolio Lab is already being used by some of the world’s most successful funds and allocators to:

- Evaluate internal and external manager performance

- Compare strategies and rebalance based on market regime behavior

- Conduct pre-trade scenario analysis and stress testing

- Improve IC decisions with real-time data and automated commentary

And because it’s part of GenieAI’s broader PMS/RMS platform, Portfolio Lab integrates seamlessly with your existing tech stack.

About GenieAI

GenieAI is redefining portfolio and risk management for digital assets. With deep integrations across exchanges, custodians, and trading systems, GenieAI powers live analytics, optimization, and risk intelligence for institutional investors globally. The company is backed by leading investors including Coinbase Ventures, Bain Capital Ventures, Goodwater Capital, Fasanara Digital, and Arca.

📩 Interested in Portfolio Lab?
Email us at sales@genieai.tech or visit www.genieai.tech to book a personalized demo.

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