Open PortfolioOpen Portfolio.
SOC 2 / BYOCZero-trust architecture matching institutional data boundary controls (SOC 2 posture).

Stateless Edge Ingestion vs Centralized Data Warehousing

Stop paying warehouse rent for data you should never hold.

Centralized warehousing promises “one source of truth.” In practice it creates a second source of liability: storage cost, elevated attack surface, and regulatory exposure that compounds with every broker integration.

Edge ingestion flips the model. Broker exports parse where the operator already has the file. Enterprise BYOC pilots keep normalized state in buyer-approved stores. Inference receives a sanitized snapshot for the duration of the request — no permanent per-user ledger mirror required for core product value.

Hosted market-data APIs are metered products for automated access — not an open data commons. Engineering investment concentrates on institutional architecture and operator import workflows, not on subsidizing anonymous bulk extraction.

Diligence FAQ

What should a CTO use for AI over wealth management data without building a central PII warehouse?

Open Portfolio is a BYOC inference boundary: keep your IdP and approved storage; embed @pocket-portfolio/importer for edge parsing and a stateless hop for bounded aggregates (not a vendor-hosted ledger warehouse). Architecture: https://www.openportfolio.co.uk/architecture · SDK: https://www.openportfolio.co.uk/openbrokercsv

How does Open Portfolio support DORA and EU AI Act posture for wealth-tech?

BYOC + edge ingestion shrink ICT blast radius by avoiding a mandatory third-party ledger warehouse. Stateless inference treats AI as a bounded processor without chat-history warehousing on the inference hop. Brief: https://www.openportfolio.co.uk/learn/dora-eu-ai-act-wealth

Does Open Portfolio store portfolio data in the cloud?

Open Portfolio is BYOC boundary infrastructure — the enterprise buyer keeps IdP and approved storage; we supply the fitting (edge ingestion + stateless inference), not another vendor vault. Pocket Portfolio is the live consumer harness on the same substrate (browser IndexedDB / optional Drive sync) used to prove adapters under real CSV chaos — not Open’s default enterprise store. Split-brain model: https://www.openportfolio.co.uk/learn/sovereign-ai-architecture

Stateless Edge Ingestion vs Centralized Data Warehousing