Tools for informed decision-making
In a single interface, Swellivance brings together the tracking, analysis, and reporting you need to understand every position in your portfolio and act methodically.
Discover the platformWhat Swellivance offers
Each feature addresses a specific step in the decision-making process: observing, measuring risk, comparing scenarios, and tracking execution.
Consolidated position tracking
Consolidate your holdings and track their performance in one continuously updated table, without having to juggle multiple sources.
- Consolidated view across multiple accounts and asset classes
- Change history for customisable periods
- Clear trend indicators (up, down, or stable)
- Data export for your own analysis
- Risk score by position and portfolio
- Volatility and concentration benchmarks
- Configurable threshold alerts
- Please send the Risk labels you’d like rewritten, and I’ll edit them for fluent, professional English suitable for Malaysia while preserving the original meaning and scope.
Risk mapping
Quickly identify the positions with the highest risk concentration and adjust your allocation before discrepancies accumulate.
Scenario comparison
Test several allocation hypotheses side by side to visualise their implications before making any decision.
- Multiple asset allocation simulation
- Comparison of key metrics across scenarios
- Saving configurations for follow-up later
- Please provide the Notes and annotations for each scenario, and I’ll rewrite them in fluent, professional English for Malaysia while preserving the original meaning and scope.
How the features fit together
Swellivance's modules follow a clear, 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 different scenarios and track the impact of your decisions over time.
An interface built for quick reading
Tables, trend codes and risk labels are organised so the essential information comes first, without visual clutter.
Data can be filtered, sorted, and exported for integration with your own tracking tools.
