Energy portfolio management software we provide

Energy portfolio management software that shows your full position every morning, not at month-end

Load, hedges, PPAs, and generation sit in different spreadsheets, so exposure surprises you after prices move. We build portfolio software that uses AI to forecast load and prices, so your team sees open risk in time to act.

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Why a hedge book in spreadsheets can’t keep up with today’s power markets

Price spikes, negative prices, and shape risk now hit portfolios that used to be stable. A fixed-volume hedge looks safe until solar output drops during an evening peak. Then you buy the open position at the worst hour of the day.

Svitla builds energy portfolio management software that brings load, supply contracts, generation, and market data into one model. Positions update with every new forecast and trade. Risk managers see exposure by hour, product, and counterparty, and act before the market does.

Who we serve

Retail energy suppliers

You sell fixed-price contracts and buy supply in the wholesale market. You need hourly load forecasts, margin tracking by customer, and fast hedge decisions.

Public power utilities and cooperatives

You serve load with owned generation, contracts, and market purchases. You need a transparent hedge program that boards and members can follow.

Large commercial and industrial energy buyers

You manage energy budgets across many sites and several PPAs. You need to see budget risk and plan procurement without a trading desk.

Challenges we address

Energy procurement is getting harder to manage. BloombergNEF reports that corporate clean PPA volumes fell 10% in 2025 to 55.9 GW, with negative prices and policy uncertainty adding new risks. Contracts are also shifting toward firm and hourly-matched supply, which makes positions harder to track.

Positions that are a day old

Challenge: Analysts rebuild the position from several files each morning. By the time it’s ready, the market has moved.
How Svitla solves it: Positions recalculate automatically when forecasts, trades, or meter data change.

Hedges that don’t match the load shape

Challenge: Block hedges cover average volume, but load and renewables vary by hour. Shape risk stays hidden.
How Svitla solves it: The system measures open positions by hour and shows where hedges overcover or undercover.

PPAs tracked outside the portfolio

Challenge: Virtual and physical PPAs sit in contract files. Their settlement value and basis risk aren’t part of the daily view.
How Svitla solves it: Each PPA is modeled with its terms, node, and shape, and valued daily against market prices.

Load forecasts that miss weather swings

Challenge: Simple forecasts based on last year’s load miss heat waves, cold snaps, and customer churn.
How Svitla solves it: AI forecasts combine weather, calendar, meter, and customer data, and retrain as conditions change.

Risk limits checked after the fact

Challenge: Exposure, credit, and volume limits are reviewed in monthly reports. Breaches surface weeks late.
How Svitla solves it: Limits are checked with every update. The right people get alerts as soon as a limit nears.

Settlements that don’t match the plan

Challenge: ISO and supplier invoices arrive weeks later, and nobody reconciles them against expected costs.
How Svitla solves it: Shadow settlements calculate expected charges, so it flags mismatches before payment.

Our process at Svitla

STEP 1

We map your portfolio and policies

We list every contract, asset, and load obligation, along with your hedge policy and risk limits.

STEP 2

We trace your data sources

We review meter data, market feeds, trade records, and settlement files, and decide which become the source of truth.

STEP 3

We model positions and risk

We build the position, valuation, and risk logic, and check it against your current reports line by line.

STEP 4

We run in parallel

The new system runs beside your spreadsheets for a full billing cycle. Differences are explained before the switch.

STEP 5

We hand over and keep improving

Your team takes over daily use. We tune forecasts, add contract types, and extend reports as your portfolio changes.

Schedule a call

Contract and trade capture. One record for every deal.

Captures forwards, swaps, options, PPAs, and retail contracts.

Stores terms, delivery shape, node, and counterparty.

Hourly position management. Shows exactly where you’re long or short.

Breaks positions down by hour, product, zone, and book.

Updates when forecasts, trades, or actuals change.

AI load and generation forecasting. Predicts what you’ll consume or produce

Uses weather, calendar, meter, and customer data.

Shows forecast confidence and past accuracy.

Price curves and mark-to-market. Values the portfolio every day

Builds forward curves from broker and exchange data.

Calculates mark-to-market and profit and loss by book.

Risk analytics. Measures what could go wrong

Runs value at risk, stress tests, and price scenarios.

Tracks counterparty credit exposure and collateral.

Hedge planning and limits. Turns policy into daily decisions

Suggests hedge volumes that keep exposure within policy.

Checks every update against volume, value, and credit limits.

Settlement and invoice validation. Catches billing errors before you pay

Calculates expected ISO and supplier charges.

Flags mismatches against actual invoices.

Reporting and audit trail. Gives every stakeholder the view they need

Produces risk committee, board, and regulatory reports.

Logs every trade, change, and approval.

Is custom energy portfolio management software the best option for your needs?

Answer a few simple questions and find out whether you should opt for a custom solution or a pre-built energy portfolio management platform.

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Do you rebuild your energy position in spreadsheets more than once a week?

Do you hold PPAs or structured contracts that standard tools model poorly?

Do you need positions broken down by hour, not just by month?

Have you outgrown or ruled out a commercial ETRM because of cost or complexity?

Do you need to connect meter data, market feeds, and trade records in one place?

Would AI load or generation forecasts improve your hedge decisions?

Do you report energy risk to a board, risk committee, or regulator?

Do you reconcile ISO or supplier invoices manually?

Do you trade or buy in more than one market or ISO?

Do you expect your portfolio to grow in sites, customers, or contracts?

Important integrations for energy portfolio management software

ISO and RTO market systems

Prices, awards, and settlement statements from markets such as ERCOT, PJM, or CAISO.

Exchanges and broker feeds

Forward prices and trade confirmations for curve building.

Meter data management

Interval data for load forecasting and settlement checks.

Customer information and billing systems

Retail contracts, enrollments, and churn data.

Weather data services

Forecast and historical weather for load and generation models.

Scheduling and SCADA systems

Generation output and dispatch data from owned assets.

ERP and accounting

Trade costs, settlements, and accruals flowing to finance.

Lower open-position cost

Shape gaps get hedged before peak hours.

Forecast errors shrink with better models.

Fewer limit breaches

Alerts arrive before limits are crossed.

Committees review exposure with current data.

Analyst time back

Daily reports build themselves.

Analysts focus on strategy, not spreadsheets.

Recovered settlement errors

Shadow settlements flag overcharges.

Disputes come with supporting data.

Better PPA decisions

Basis and shape risk are visible before signing.

Existing PPAs are valued daily.

No per-user license fees

New users and books add no license cost.

You control the product roadmap.

Portfolio and policy discovery

We document every contract type, market, and book, along with your hedge policy, limits, and approval rules. This defines what the system must model on day one.
Data architecture and market connectivity

We design a time-series data model that handles hourly and sub-hourly data. We connect market feeds, meter data, and trade sources, and set validation rules for each.
Position and valuation engine

We build position logic for each contract type, including PPAs with shape and basis terms. Forward curves and mark-to-market follow your methodology.
Forecasting and risk models

We train load and generation forecasts on your history and weather data. We validate risk models, such as value at risk and stress tests, against your current method.
Parallel run and reconciliation

The new system runs beside your existing process for at least one full settlement cycle. We trace and explain every difference before cutover.
Go-live and ongoing tuning

Users get role-based training for traders, risk managers, and finance. Forecast models retrain on a schedule, and we add new contract types as needed.

How much does energy portfolio management software cost?

A focused solution for a C&I energy buyer or a public power utility typically costs $150,000 to $300,000. It covers contract tracking, hourly positions, load forecasting, and budget risk for one market. A full platform for retail suppliers or power producers typically costs $400,000 to $900,000 or more. It adds trade capture, value at risk, credit management, and settlement validation across several markets. The final cost depends on contract types, markets, and integrations.

Want to understand the cost of your energy portfolio management software?

Calculate the cost

Check our client success cases

Risk Management Platform Migration

Project Type Cloud Solutions, DevOps

Industry Energy, Financial Services

Learn how we migrated a risk management platform to Azure, leveraging scalable cloud infrastructure, Infrastructure as Code, and automation to enhance performance, reduce costs, and enable global client support.

Solar Energy Billing Platform

Project Type Digital Transformation

Industry Energy

Discover how we transitioned a US solar energy supplier to a new business model focused on energy management, developing a comprehensive platform for payment estimation and billing, integrating seamlessly with external systems.

Electricity IoT Platform

Project Type Big Data & Analytics, IoT

Industry Energy, Hi-Tech Devices

Learn how we enhanced the client's capabilities in electricity generation and distribution by developing a new IoT platform for comprehensive device management, implementing a solution for big data analytics with modern technologies, thus delivering a robust platform for real-time monitoring.

Consulting

We review your portfolio, data, and risk process, then define the scope and roadmap for a custom solution.

Engineering

We build position, valuation, forecasting, and reporting tools around your markets and contracts.

Modernization

We audit your spreadsheets or legacy ETRM and plan the migration. The new platform adds hourly positions and live limit checks the old setup lacked. We cut over after a parallel run and validate every book.

AI model retraining and support

We monitor forecast accuracy, retrain models as markets and customers change, and add new data sources.

Team extension

We add developers, data engineers, or quantitative analysts to your team for new markets, products, or reports.

FAQ

How is this different from a commercial ETRM?

Commercial ETRMs are built for large trading desks and charge license fees to match. Many buyers use a fraction of the features and still pay for heavy implementation. A custom solution models your contracts and policies exactly, with no per-user fees.

Can the system model virtual PPAs and their basis risk?

Yes. Each PPA is modeled with its node, hub, shape, and price terms. The system values settlement daily and shows basis exposure between the project node and your load zone.

How accurate are AI load forecasts?

Accuracy depends on your data and customer mix. We report forecast error for each model and compare it with your current method. You see the results before relying on the new forecast.

How do risk managers trust the numbers?

Every position and valuation traces back to its source trades, forecasts, and prices. The parallel run compares results with your existing reports. All changes and approvals are logged.

What happens when prices go negative?

The system handles negative prices in curves, valuations, and settlements. It also flags PPAs and generation that lose value during negative-price hours, so you can see that exposure.

Can we use it without a trading desk?

Yes. Many C&I buyers use it to track budget risk and plan procurement with an advisor. We can simplify screens and reports for finance and sustainability teams.

Which markets can you support?

We can connect to ISO and RTO markets, exchanges, and broker data in the regions you operate.

Can it grow as our portfolio grows?

Yes. The data model supports new markets, contract types, and books without a rebuild. Many clients start with one market and add others later.

See your full energy position before the market opens

Tell us about your portfolio and risk policy. We’ll show you what a custom energy portfolio management solution could change.