FOR INVESTORS

Borrow againstyour portfolio.Sell nothing.

Turn the investments you already own into liquidity in minutes. Keep your positions, your dividends, and your long-term thesis intact - with real-time LTV monitoring so you never get blindsided by a margin call.

WHY THIS, NOT SELLING
  • No tax eventKeep the cost basis on your positions
  • Keep upsideDividends, voting rights, market exposure
  • Minutes, not weeksUnderwritten by your portfolio, not your paperwork
  • See the cushionLive LTV and days-to-margin in your hand
01 -HOW IT WORKS

Three steps.One transparent number.

No paperwork mountain. No income docs. The portfolio you already own is the underwrite.

01

Link your brokerage

Connect the account where you already hold stocks, bonds, or ETFs. We read positions in real time - read-only, your custodian remains in control.

02

Choose your amount

See exactly how much you can borrow against your portfolio at a safe LTV. The 68-scenario engine picks the line that maximises liquidity without putting your collateral at risk.

03

Get funded

Approved in minutes. Funds wire to your bank the same day. Pay interest only on what you draw, repay on your schedule.

02 -WHY A PORTFOLIO LOAN

Selling, margin,or a smarter line.

The three ways to turn investments into cash, side by side. The finlogiq.ai column is what your lender offers when they run on the platform.

Axis
Selling
Plain margin loan
finlogiq.ai loan
Capital gains
Triggered on every sale
Not triggered
Not triggered
Time to liquidity
Days to settle
Hours to days
Minutes
Market exposure
Lost
Preserved
Preserved
Margin call risk
None
Variable, often opaque
Live LTV + days of advance warning
Underwriting
Not applicable
Lender-specific
68-scenario stress test, every loan
03 -REAL-TIME PROTECTION

Liquidity now.Margin calls never.

A portfolio loan that hides risk is the worst kind. We surface yours continuously so a turn in the market is a heads-up, not a surprise.

Live LTV in your hand

Every change to your collateral updates a single number you actually understand. No more wondering whether you're close to a margin call.

Days of advance warning

Our engine watches 68 crisis patterns and tells you when conditions are deteriorating - hours or days before a covenant is at risk.

Stress-tested ceilings

Your maximum line isn't a sales number. It's the level your portfolio survives across the worst 20 years of market history.

Ask your advisorabout finlogiq.ai.

finlogiq.ai is the engine. Your bank, broker, or wealth manager is the lender. If they already run on us, you can open a portfolio line through them today. If they don't yet - tell them.