Two tools built on Acclimetry’s own rule engine and investment policy template. Both run in your browser: nothing you load or type is uploaded.
Limit Checker
Test a portfolio against its policy limits
Load a CSV of holdings, switch on the limits your policy sets and run them. The checks are the product’s own rule templates, tested on every build against the product’s worked cases.
Issuer, issuer group and single-holding caps
Asset allocation, currency, country and sector ranges
Cash range, credit floor, average duration, liquidity horizon
The 12 steps follow the investment policy statement template inside Acclimetry, with sample text for each section and a field for what happens when a limit is breached.
Purpose, objectives, risk, horizon and liquidity
Strategic allocation with target and range per class
Issuer, cash, credit and liquidity limits as numbers
Files are read by your browser and evaluated by code on the page. No holdings, values or results are sent anywhere.
Drafts kept locally
The IPS Builder keeps your draft in this browser’s storage until you clear it.
One optional form
The PDF snapshot asks for a work email and organisation; only those and your consent are sent.
From one file to every portfolio
The tools test one file at one moment. Acclimetry keeps the rules versioned and approved, runs them on every portfolio, and records cases, waivers and evidence.