Why Numbers Tell Better Stories
Most people think data is boring. But when you understand what your portfolio's actually doing—not just what you hope it's doing—investing becomes less stressful. We help you see the real picture so you can make smarter decisions without second-guessing yourself.
Your Financial Reality
Performance Tracking
See how your investments actually perform over time. Not just the good months—all of them. This helps you understand whether your strategy's working or if you need to adjust.
Risk Assessment
Figure out how much volatility you're really comfortable with. Some people say they're aggressive investors until the market drops 15%. Let's find your actual risk tolerance.
Diversification Analysis
Check if your portfolio's actually diversified or if you're accidentally overweighted in one area. Sometimes what looks balanced on paper isn't balanced in practice.
Cost Breakdown
Understand what you're paying in fees and whether those costs make sense for what you're getting. Small percentage differences compound into big numbers over decades.
Tax Efficiency
Look at how taxes affect your returns. Sometimes the investment with the highest pre-tax return isn't the best choice after you account for what you'll owe.
Progress Monitoring
Track whether you're on pace to meet your goals. If you're planning to retire in 2038, are your current contributions and returns getting you there?
Real Context for Your Money
Looking at a single number—like your account balance—doesn't tell you much. What matters is how that number changes, what's causing the changes, and whether those patterns fit with your long-term plans.
We break down your investment data into useful insights. For example, if your portfolio dropped 8% last quarter, was that because the whole market dropped or because your specific holdings underperformed? The answer changes what you should do next.
And we don't just show you charts. We explain what they mean in practical terms. What does a 0.7 correlation coefficient between your assets actually tell you about risk? How does rebalancing once a year versus quarterly affect your returns after ten years?
Who Handles Your Data
Declan Thornbury
Investment Analyst
Declan's been analyzing portfolios since 2016. He's particularly good at spotting hidden correlations between assets that look unrelated. Before joining us, he worked with a superannuation fund reviewing thousands of member accounts.
Saskia Lindqvist
Financial Data Specialist
Saskia handles the technical side—building the models and running the calculations that turn raw numbers into useful information. She previously worked in algorithmic trading, so she knows how to process large datasets efficiently.