What Risksoft Technology Ltd. does

Risksoft Technology Ltd. is a Taipei-based financial technology company founded in 2011 that builds quantitative investment analytics software for Asian and US capital markets. Its platform ingests and standardizes cross-market data covering approximately 16,000 stocks, 800 ETFs, and 22,000 public funds across Taiwan, Hong Kong, Japan, the US, and China, and exposes this data through six product lines: the one10GPT AI-powered reporting layer, an Investment Decision Toolbox for desktop and mobile, an ICIR Investment Factor Database, a Trading Strategy Management System, a Fund Risk Management System, and Private Fund/Discretionary Trading services. Underlying the products are three proprietary patented technologies — DHM (market timing), VFM (stock selection), and EVD (turning point prediction) — and a suite of nine quantitative models covering capital-market weather forecasting, semiconductor leading indicators, mean-reversion turning points, GBC asset allocation, ICIR factor scoring, multi-factor strategies, Asian market leading indicators, strategy performance analytics, and systemic risk monitoring.

The product portfolio addresses four stated investment pain points — market direction, target selection, turning-point timing, and risk/position management — across five customer segments: general retail investors, brokerage businesses, professional traders/analysts/managers, quantitative investors and IT engineers, and private fund/discretionary account managers. Distribution is hybrid, combining self-serve mobile apps (小天 Capital Market Weather Forecast, 小輪 Sector Rotation), direct enterprise sales for the one10 (小佩) full-featured desktop and mobile suite, an API data service for quantitative integrators, and discretionary managed services.

The business model is primarily subscription-recurring for software and API access, supplemented by managed-services fees on private fund and discretionary mandates. Risksoft monetizes its China private fund license to offer cross-border discretionary account management, a regulated credential that differentiates it from pure-software quant peers. Pricing is not publicly disclosed and is handled via quote-based inquiry, and the company has raised only one known external round of $910,000 in September 2013, suggesting a largely bootstrapped operating profile.

Name

Risksoft Technology Ltd.

Legal name

Risksoft Technology Ltd.

Website

https://risksoft.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Risksoft Technology is a Taipei-based fintech founded in 2011 that builds quantitative investment analytics across Taiwan, Hong Kong, Japan, the US, and China, serving retail investors, brokerages, traders, quant investors, and private fund managers through subscription software, APIs, and discretionary account services.

Ownership category

akta.pro rank

Product category

Quantitative Investment Analytics Software

NAICS

Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

akta.pro secondary industry

Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG)

Keywords

• Quantitative investment analytics
• Capital market forecasting
• Portfolio risk management
• AI investment research
• Market data API services

Headquarters

HQ city

Taipei

HQ country

Taiwan

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software/Subscription Services: Risksoft provides multiple product tiers (one10, 小天, 小輪) with different feature sets targeting general investors, brokerage firms, traders, analysts, and institutional clients. The products offer varying levels of functionality from full-featured professional tools to simplified mobile weather forecast views.
2. API Data Services: Provides API data access for quantitative investors, data platforms, and IT engineers requiring automated integration of market data including 16,000 stocks, 800 ETFs, and 20,000 public funds across five markets.
3. Private Fund/Discretionary Account Management: Customized investment strategies for private fund clients or discretionary account managers, leveraging proprietary data covering five markets and China private fund licensing to replicate successful investment approaches.

Go-to-market motion1 record

Distribution channels5 records

Marketing channels4 records

Core offering

Risksoft Technology Ltd. sells a subscription-based quantitative investment analytics platform that combines big data, AI algorithms, and nine proprietary quantitative models to forecast capital markets across Taiwan, Hong Kong, Japan, the US and China. Its suite includes the one10GPT AI reporting engine, an Investment Decision Toolbox with systemic-risk alerts and factor-based screening, the ICIR Investment Factor Database, a Trading Strategy Management System, a Fund Risk Management System, and discretionary private-fund management services, delivered via desktop, mobile, and API channels.

Product overview

Risksoft Technology Ltd. offers a unified investment intelligence platform centered on capital market weather forecasts, featuring nine quantitative models and three proprietary technologies (DHM timing, VFM stock selection, EVD turning point). The portfolio includes one10GPT for AI-generated quantitative reports, the Investment Decision Toolbox for desktop and mobile users, the ICIR Investment Factor Database for data platform users and quantitative investors, the Trading Strategy Management System for institutional clients, the Fund Risk Management System for general investors, and discretionary trading services for private funds.

Differentiator

Problem solved

Functional benefit

Brands

• one10 (小佩): Desktop and mobile platform combining big data analysis with AI intelligent engine for investment solutions.
• one10GPT

Products and services

• one10GPT (沛然量化分析) AI-driven quantitative reporting product that ingests, cleans, and standardizes financial, valuation, short-/long-momentum, and predictive-model data from China, Taiwan, Hong Kong, Japan, and US markets; uses machine learning to produce 沛然 (Peiran) quantitative reports. Target customers: general investors, brokerage business, traders, analysts, and fund managers.
• Investment Decision Toolbox (投資決策工具箱) / one10 (小佩) Cross-platform desktop and mobile investment decision system featuring systemic-risk alerts, global equity macro trends, macro timing, China-Taiwan-Hong Kong-Japan-US market data, sector comparison, ICIR factor library, micro stock-selection strategies, ETF strategies, fund risk management, and one-click stock diagnosis with turning-point prediction. Target customers: general investors, brokerage business, traders, analysts, and fund managers.
• ICIR Investment Factor Database (投資因子 ICIR 資料庫) Data platform that provides standardized five-market data covering 16,000 stocks, 800 ETFs, and 20,000 public funds, converting raw data into processed signals via proprietary algorithms to improve market trend prediction. Target customers: data platforms, IT engineers, and quantitative investors.
• Trading Strategy Management System (交易策略管理系統) System for private funds and discretionary traders that calculates strategy performance, market trends, strategy style, and operational recommendations through algorithms, and uses MBC/GBC models to identify strategies with strong performance and low correlation for new portfolio construction with one-click Markowitz-weighted portfolio evaluation. Target customers: private funds and discretionary account operators.
• Fund Risk Management System (基金風險管理系統) System covering approximately 22,000 public funds in Taiwan and China that calculates fund NAV, performance, and risk-return ratios, provides long- and short-term momentum indicators, combines multiple factors into a total score with operational recommendations, and uses predictive models for future NAV direction. Target customers: general investors, brokerage business, traders, analysts, and fund managers.
• Private Fund / Discretionary Account Management (私募基金或全委代操) Customized investment strategy services for private funds and discretionary accounts, leveraging data coverage across China, Taiwan, Hong Kong, Japan, and the US, together with a Chinese private fund license, to replicate proven strategies tailored to client risk tolerance and investment objectives with the goal of long-term stable returns. Target customers: private fund managers and discretionary account operators.
• Capital Market Weather Forecast (資本市場天氣預報 / 小天) Mobile App Mobile app that presents big-data market signals in a weather-forecast visualization to help beginner investors intuitively grasp market trends and signals, including system risks and opportunity windows across multiple asset classes. Target customers: retail (小白) investors seeking intuitive, simplified mobile access to market weather forecasts.
• Sector Rotation (類股輪動 / 小輪) Mobile App Mobile app that uses big-data industry analytics and AI to identify sector leaders and turning points, presenting the four core investment pain points in tabular and graphical form for easy understanding. Target customers: retail investors seeking simplified sector-rotation analytics on mobile.
• API Data Access Service (API Data 串接) Developer-facing API service for automated integration of standardized capital-market weather forecast data covering 16,000 stocks, 800 ETFs, and 20,000 funds across five markets, enabling custom development and seamless system integration. Target customers: quantitative investors, data platform teams, and IT engineers.

Quantifiable outcome

• Semiconductor leads other industries by 4-6 months in delivery cycles, serving as a global economic locomotive

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature5 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Morningstar: Morningstar is a global investment research and fund analytics firm. Overlaps with Risksoft's Fund Risk Management System covering ~22,000 funds and with its portfolio analytics capabilities, but at global scale.
• FactSet: FactSet is a global financial data, analytics, and portfolio management platform serving institutional investors. Overlaps with Risksoft in portfolio analytics, factor libraries, and quantitative tools, but at much broader global scale.
• Bloomberg: Bloomberg Terminal is the global standard for financial data, analytics, and quantitative tools across all major asset classes. Competes with Risksoft for the same institutional clients in Asia, but with vastly broader data, news, and analytics coverage.
• LSEG (Refinitiv): LSEG (formerly Refinitiv) provides global financial market data, analytics, and infrastructure via Workspace and Eikon. Comparable to Risksoft in multi-market data feeds and quantitative analytics for institutional users, though at vastly larger scale.

Emerging players

• Finviz: Finviz is a retail-focused stock screener and market visualization tool popular with individual investors. Comparable to Risksoft's simplified retail analytics products for screening and visualizing market data.
• TradingView: TradingView is a global multi-asset charting, screening, and social investing platform with strong retail adoption across Asia. Comparable to Risksoft's mobile-first 小天/小輪 products and its multi-market coverage aimed at retail and prosumer investors.
• Snowball (Xueqiu): Snowball (雪球) is a leading Chinese social-investing platform combining user-generated research with portfolio and market data tools. Partially comparable to Risksoft's retail investment analytics offering in the Chinese market.

Direct peers

• Wind Information: Wind (萬得) is the dominant Chinese financial data and analytics terminal covering multi-asset data across China, Hong Kong, and global markets. Directly comparable to Risksoft in delivering quantitative analytics and cross-market data to institutional and professional investors in Asia.
• Smartkarma: Smartkarma is an independent investment research and analytics platform focused on Asia, providing structured research and data tools to institutional investors. Directly comparable as an Asia-focused, analytics-driven research platform with multi-market coverage.
• East Money (Choice): East Money's Choice data terminal is a leading Chinese retail and professional investment data platform with multi-market coverage, stock screening, and fund analytics. Closely matches Risksoft's retail-facing 小天/小輪 products and cross-market data scope.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/RisksoftTech
• LinkedInlinkedin.com/company/risksoft-technology-ltd

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Risksoft Technology Ltd.