Tools designed to support informed decision-making
ClearTallish brings the tracking, analysis and reporting you need into one clear interface, helping you understand every position in your portfolio and act with discipline.
Discover the platformWhat ClearTallish offers
Each feature supports a distinct stage of the decision-making process: monitoring activity, assessing risk, comparing scenarios and tracking execution.
Consolidated position tracking
Keep all your holdings in one place and monitor their performance in a single, continuously updated table, without switching between different sources.
- Unified view across multiple accounts and asset classes
- Change history for customisable time periods
- Clear trend indicators (rising, falling, stable)
- Export data for your own analysis
- Risk scoring for individual positions and portfolios
- Benchmarks for volatility and concentration
- Configurable threshold alerts
- Clear risk labels you can read at a glance
Risk mapping
Quickly pinpoint the positions carrying the greatest risk and rebalance your allocation before imbalances build up.
Scenario comparison
Compare several allocation scenarios side by side to understand their potential impact before making a decision.
- Multiple asset allocation simulations
- Key metrics compared across scenarios
- Save configurations for future follow-up
- Notes and annotations for each scenario
How the features work together
ClearTallish's modules are organised in a straightforward way, from the initial assessment through to ongoing tracking.
Observe
Bring your positions together in a single view and identify any significant discrepancies.
Analyze
Assess the risk and performance of each line using the available indicators.
Adjust
Compare different scenarios and monitor the impact of your decisions over time.
An interface designed for easy scanning
Tables, trend codes and risk labels are organised to put the key information first, keeping the layout clear and uncluttered.
You can filter, sort and export data for use with your own tracking tools.
