Portfolio CH

Institutional portfolio construction at the quantum edge.

Portfolio CH is SQT's production-grade quantum portfolio optimization platform — currently at Technology Readiness Level 5, live-benchmarked on real financial market data. It is both the first commercial product and the architectural blueprint replicable across every target vertical.

The Problem

Classical portfolio optimization hits walls.

Institutional portfolio construction with cardinality constraints, turnover limits, sector caps, and realistic transaction cost models is a combinatorial optimization problem. Classical solvers trade off solution quality against wall-clock time — and at scale, both degrade.

Quantum annealing maps natively to the Quadratic Unconstrained Binary Optimization (QUBO) structure underneath these problems. Portfolio CH is the operational bridge between that mathematical fit and the decisions portfolio managers actually make every day.

Platform Architecture

Eight layers,
one production stack.

Portfolio CH is built for institutional environments: auditable, regulated-market-ready, and architecturally replicable across verticals. Every component is production-grade, not a demonstration.

01
Analytical Data Layer
High-performance analytical database fused with object-storage data lake. Handles market data, alternative datasets, and historical benchmarks at institutional scale.
02
Orchestration API
API-first orchestration with an isolated Python compute engine. Decouples customer integrations from the underlying quantum stack — classical fallback always available.
03
QUBO Generation Engine
Automated QUBO formulation with graph embedding pipeline. Translates portfolio problems into annealer-ready structure — the proprietary IP compounds with every new problem class.
04
Multi-Solver Routing
Routes workloads across simulated annealing, hybrid classical-quantum, and native QPU solvers. Cost-quality-latency trade-off is solved per job, not per architecture.
05
Risk & Return Analytics
Multi-horizon risk/return decomposition with dynamic asset universe selection. Compatible with standard institutional risk factor models.
06
Constraint Framework
Enterprise-grade handling of cardinality, turnover, sector exposure, leverage, counterparty, and ESG constraints. Extensible to client-specific mandates.
07
Backtesting Engine
Comparative benchmarking against classical algorithms and client-provided baselines. Every production run has a reproducible classical counterpart for audit.
08
Audit & Compliance Layer
Event-driven logging with auditable decision tracking. Built for regulated-market environments — SEC, FINMA, ESMA-ready logging semantics from day one.
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Portfolio CH is not merely a product. It is SQT's proof of industrialization — validating the proprietary QUBO libraries on real-world data, codifying reusable optimization templates, and establishing the architectural blueprint replicable across energy, logistics, pharmaceuticals, and supply chain.

— Strategic role of Portfolio CH
Extensibility

One architecture.
Six verticals.

Every component of Portfolio CH generalizes. The QUBO generation engine that maps portfolio constraints maps equally to grid balancing constraints; the multi-solver routing that optimizes compute for finance optimizes identically for logistics.

NEAR-TERM / FINANCE

Portfolio CH, live today.

Portfolio construction, rebalancing, derivatives hedging optimization, stress-testing under scenario ensembles. First institutional pilots targeted within 12–18 months post-SPAC close.

PHASE 2 / ENERGY

Grid balancing & commodity trading.

Day-ahead and intraday dispatch optimization for renewable-heavy grids. Commodity arbitrage across volatile spot markets. Multi-node transmission planning.

PHASE 2 / LOGISTICS

Supply chain combinatorial optimization.

Vehicle routing, warehouse slotting, multi-echelon inventory placement. Container port scheduling. The travelling-salesman family of problems at industrial boundary conditions.

PHASE 3 / PHARMA & MFG

Discovery & production scheduling.

Molecular conformational search. Protein-folding heuristics. Factory-line reconfiguration. Real-time scheduling at the edge of what classical solvers can compute in wall-clock time.

Maturity

Technology Readiness Level 5 — today.

Current
TRL 5
Component and/or breadboard validation in relevant environment. Live benchmarking on real financial market data.
Phase 1 Target
TRL 6–7
System/subsystem model or prototype demonstration in a relevant environment. Enterprise-grade APIs. First institutional pilots.
Phase 2 Target
TRL 7–8
System prototype demonstration in operational environment. Actual system completed and qualified. Multi-client SaaS deployment.
For Institutional Evaluators

Technical diligence materials available under NDA.

Live benchmark results, architecture deep-dives, and platform demonstration access provided to qualified institutional prospects and technical diligence teams.

Request Technical Session Infrastructure Overview