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Tools designed for informed decision-making
Tenardship brings together, in a single interface, the tracking, analysis, and reporting you need to understand every position in your portfolio and act methodically.
Discover the platformWhat Tenardship offers
Each feature addresses a specific stage in the decision-making process: observing, measuring risk, comparing scenarios, and tracking execution.
Consolidated position tracking
Keep your holdings in one place and track their performance in a single, continuously updated table, without having to juggle multiple sources.
- Consolidated view across accounts and asset classes
- Change history for custom periods
- Clear trend indicators (up, down, or stable)
- Data exports for your own analyses
- Risk score by position and by portfolio
- Volatility and concentration benchmarks
- Configurable threshold alerts
- Please send the Risk label(s) you’d like rewritten for English (Canada), and I’ll revise them to be clear, natural, and professionally worded while preserving the original meaning and scope.
Risk mapping
Quickly pinpoint the positions with the greatest risk concentration and adjust your allocation before discrepancies accumulate.
Scenario comparison
Test multiple allocation assumptions side by side to visualize their implications before making any decision.
- Simulating multiple asset allocations
- Comparison of key metrics across scenarios
- Saving configurations for future follow-up
- Please provide the notes and annotations you’d like rewritten for en-CA.
How the features work together
Tenardship's modules follow a straightforward flow, from the initial assessment to tracking over time.
Observe
Bring your positions together in a consolidated view and identify significant discrepancies.
Analyze
Assess the risk and performance of each line using the available indicators.
Adjust
Compare alternative scenarios and track the impact of your decisions over time.
An interface designed for fast reading
Tables, trend codes, and risk labels are organized to put the essential information first, without visual clutter.
Data can be filtered, sorted, and exported for integration with your own tracking tools.