The infrastructure layer between your platform and European markets
Portfolwright packages 18 months of exchange integration, tax logic, and compliance tooling into a single REST API. Your engineers wire it up once and ship rebalancing features that would otherwise take years.
Rebalancing Engine
Continuous drift monitoring against your target weights. When a portfolio drifts outside your configured threshold, the engine calculates the minimum set of trades to return to target — optimized for tax efficiency.
Supports FIFO (Germany, Netherlands), HIFO (UK), and average cost methods. Minimum trade filters prevent unnecessary transactions below a defined notional threshold.
Rebalancing Engine deep-dive →Exchange Connectivity
14 European exchanges behind a single normalized order interface. You call one endpoint with a standard order struct — Portfolwright handles exchange-specific protocols, settlement conventions, and fill reporting.
Covered exchanges include Euronext (Paris, Amsterdam, Brussels, Lisbon), Deutsche Börse Xetra, LSE, SIX, Nasdaq Nordic (Helsinki, Stockholm), Borsa Italiana, and Vienna Stock Exchange.
Exchange coverage details →Tax Optimizer
Tax rules differ by jurisdiction, account type, and holding period. The Tax Optimizer tracks cost basis across all 14 exchanges, applies wrapper-specific rules for ISA and PEA accounts, and generates MiFID II Article 25 compliance records per trade.
Tax lot selection is configurable per portfolio: FIFO for Germany, HIFO for UK, average cost for pension accounts. Withholding tax eligibility tracked per ISIN and country of residence.
Tax Optimizer details →From API keys to production in 14 days
Every Growth and Scale account receives a dedicated integration engineer for the first 30 days. Sandbox environment with synthetic test portfolios across all 14 exchanges included from day one.
Day 1
API keys + sandbox access
Week 2
First rebalance in test environment
Week 3
Production go-live