Research DeskCMT + CFA
Risk PolicyCustom
OversightReal Time
ReportingClear Logs
Portfolio Management

Institutional Care
for Private Capital

Shenron Portfolio Management is an exclusive, research-driven service where your capital is treated like a professional book, backed by CMT and CFA-led oversight, active risk control, and clear reporting.

Apply for Portfolio ManagementRequest a Call with Our Research Desk
CMT
Technical Research
CFA
Portfolio Oversight
24/5
Market Monitoring
FX+
Multi-Asset Access
Private capital desk

A research-led portfolio process with visible risk control.

Shenron turns portfolio management from a black box into a clear, monitored process: custom allocation, active exposure review, documented decisions, and direct access to the research team behind the portfolio.

Custom blueprintActive monitoringCMT/CFA researchTransparent reports
What you actually get

Designed for capital that needs structure, not guesswork.

01

A professionally designed portfolio aligned with your risk, goals, and time horizon

02

Real-time monitoring and adjustments using institutional-grade analysis

03

Direct access to a research team that explains the why behind your exposure

04

A package of exclusive benefits most traders never have access to

Core benefits

Every portfolio is built around risk, research, and explanation.

01

Custom Portfolio Architecture

  • Individual risk profiling across capital, drawdown tolerance, and objectives
  • Tailored market universe across FX, commodities, indices, and crypto
  • Strategy mix chosen for you: discretionary, systematic, thematic, hedging, and more
  • Written Portfolio Blueprint with max risk per trade, loss limits, drawdown policy, and strategy roles
02

Active Risk & Exposure Management

  • Real-time oversight of open risk, leverage, correlated exposure, and drawdown behavior
  • Dynamic position sizing based on volatility and current conditions
  • Defensive actions when markets become unstable, including reduced risk, hedging, or partial cash
03

Research-Backed Decision Making

  • Technical analysis across liquidity maps, structure, and momentum
  • Fundamental drivers including macro data, central banks, and macro themes
  • Sentiment and positioning reads across risk-on, risk-off, flows, and narratives
  • CMT and CFA-led researchers flag regime changes and recommend tactical shifts
Reporting & transparency

Performance and risk reporting

  • Monthly or quarterly performance updates
  • Equity curve and drawdown chart
  • Contribution by asset, theme, and strategy
  • Clear comparison against your original objectives and defined risk limits
  • Change logs whenever meaningful rebalances, theme shifts, or risk reductions are made
Client privileges

Exclusive perks and access

  • Custom, research-driven portfolio blueprint
  • Active risk and exposure monitoring
  • Regular performance and risk reporting
  • Priority access to Shenron research, signals, and live sessions
  • Dedicated communication with a CMT/CFA-led team
  • Invitations to exclusive webinars, briefings, and strategy calls
  • Optional educational path to understand and grow alongside your portfolio
How onboarding works

Three clear steps before capital is actively managed.

Step 1

Apply for Portfolio Management

Submit your details, including capital range, goals, risk tolerance, and experience.

Step 2

Assessment & Suitability Check

Our research desk reviews whether you are a good fit for the process and what can genuinely add value.

Step 3

Portfolio Design & Onboarding

If there is a match, we present your initial portfolio blueprint and start the onboarding process.

Allocation Engine

Design Your Portfolio

Drag the sliders to build your ideal allocation. The donut updates in real-time, showing exactly how your capital is distributed.

100%
Allocated
Forex30%
Gold & Metals20%
Crypto15%
Indices20%
Cash Reserve15%
✓ Balanced
Forex30%
Gold & Metals20%
Crypto15%
Indices20%
Cash Reserve15%
Diversification

Across 6 Asset Classes given below

True diversification means more than holding different currency pairs. Our portfolios span uncorrelated asset classes to reduce overall risk.

Forex Majors

32%

EUR/USD, GBP/USD, USD/JPY — high liquidity, tight spreads, 24/5 access.

Gold & Commodities

22%

XAU/USD, silver, oil — inflation hedge and crisis-safe haven assets.

Digital Assets

16%

BTC, ETH, top altcoins — high-growth potential with managed volatility.

Global Indices

18%

NAS100, SPX500, US30 — broad market exposure and dividend yield.

Fixed Income

8%

Government bonds and treasuries — capital preservation and steady yield.

Cash & Equivalents

4%

Liquid reserves for opportunistic deployment and margin coverage.

Risk Assessment

Calculate Your Risk Score

Answer four questions to get your personalized risk profile. Your score determines the ideal portfolio allocation for your temperament.

Investment Horizon
Loss Tolerance
Trading Experience
Primary Goal
0
Risk Score
Conservative
Your portfolio prioritizes capital preservation. Expect lower volatility and steady, modest returns.
Performance Analytics

Institutional-Grade Metrics

Track your portfolio with the same metrics used by hedge funds and institutional asset managers. Full transparency, no hidden numbers.

Total Return (YTD)
+42.8%
Outperforming benchmark by 12.4%
Sharpe Ratio
2.14
Risk-adjusted return (excellent)
Win Rate
76.3%
Across 1,247 closed positions
Sortino Ratio
3.02
Downside-deviation adjusted
Growth Tracking

Monthly Performance History

Compare portfolio strategies over 12 months. Switch between risk profiles to see how different allocations perform over time.

Balanced Portfolio · +66.6%

Monthly ROI %
JanMarMayJulSepNov
Strategy Comparison

Choose Your Risk Profile

Three pre-built portfolio strategies, each calibrated for a different risk-reward balance. Pick the one that matches your goals.

Conservative

Capital Preservation Focus
+31.6%
12-Month Return
Risk LevelLow
Max Drawdown-4.2%
Sharpe Ratio1.82
Win Rate81%
Volatility6.8%
Min. Capital$5,000
Select Conservative →
★ Most Popular

Balanced

Growth + Stability
+66.6%
12-Month Return
Risk LevelMedium
Max Drawdown-8.1%
Sharpe Ratio2.14
Win Rate76%
Volatility12.4%
Min. Capital$10,000
Select Balanced →

Aggressive

Maximum Growth
+82.8%
12-Month Return
Risk LevelHigh
Max Drawdown-15.3%
Sharpe Ratio1.64
Win Rate64%
Volatility24.8%
Min. Capital$25,000
Select Aggressive →

Start Building Your Portfolio Today

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Investing involves risk. Past performance does not guarantee future results. Educational platform — not financial advice.