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Portfolio planning

One plan per SKU is the wrong unit. The portfolio is.

Real importers run a basket — half a dozen to a hundred SKUs from two or three origins through one or two lanes. Pricing them individually misses the lane-consolidation saving, the blended duty rate that determines tier pricing, and the FX exposure that compounds across the basket. The portfolio planner takes per-SKU inputs and returns a single quote that reflects the basket, not the line item.

Multi-SKU · blended duty · lane consolidation · single FX exposure
§ IWhat the portfolio surfaces
01
Per-line plans

Each SKU gets its own customs / routing / warehouse plan with the calculator outputs the agent layer can reason over. Per-line drift is detectable on its own snapshot.

02
Blended duty rate

Weighted by customs value across the basket. Useful when an AD/CVD measure lands on one origin and you need to know the basket-level impact.

03
Lane consolidation savings

If three SKUs share an origin port and arrive in the same window, the platform aggregates them into one container quote — savings vs three separate bookings surfaced explicitly.

04
Aggregate FX exposure

All non-EUR settlement priced through one FX leg. Hedge cost computed once, not per SKU. The exposure you would actually take to a bank or hedging desk.

§ IIRun a portfolio quote

The portfolio total beats the sum of per-SKU totals.

Once you have three or more SKUs in scope, the consolidation and blended math start mattering. The planner takes the inputs once.

Composed in London · Warsaw · Hong KongOrcaTrade Group Ltd · MMXXVI