Features
Every tool you need to analyse, compare, and commit with confidence
Clarevento brings together data processing, risk modelling, and plain-language reporting in one workspace — built specifically for investors assembling their first serious portfolios.
Core capabilities
A complete analysis workflow, not a single calculator
Most tools give you a number. Clarevento gives you the reasoning behind it — from raw data ingestion to a report you can act on, with every step documented and traceable.
Automated data aggregation
Connect statements, filings, and market data without manual entry. Clarevento standardises formats and flags inconsistencies before they reach your analysis, so you start from a clean, reliable base every time.
Scenario and sensitivity modelling
Stress-test an allocation against multiple assumptions at once. Adjust growth rates, volatility, or time horizon and watch outcomes recalculate instantly, so you understand the range of results — not just the average one.
Risk exposure breakdown
See concentration by sector, asset class, and correlation at a glance. The platform surfaces where a portfolio is quietly dependent on a single outcome, long before that dependency becomes a problem.
Plain-language reporting
Every analysis compiles into a readable summary that explains what the numbers mean and why they matter — no spreadsheet archaeology required to understand your own findings.
Side-by-side comparisons
Line up two or more strategies, holdings, or time periods in a single view. Differences in risk, cost, and projected outcome are highlighted automatically, making trade-offs easy to see rather than easy to miss.
Decision audit trail
Every assumption and adjustment is timestamped and saved. Revisit past analyses to see exactly what you knew and decided at the time — useful for learning, and for keeping yourself honest.
How it fits together
Built as a workspace, not a widget
Clarevento is designed around how analysis actually happens — iteratively, with revisions, comparisons, and second thoughts. Features aren't isolated tools; they share the same data and context, so insight from one step carries forward automatically into the next.
That means less time reconciling spreadsheets and more time actually reasoning about your options.
In practice
Where each feature earns its place
Building a first allocation from scratch
Import existing holdings or start blank, then use scenario modelling to test how different splits between asset classes behave under varying conditions — before any capital moves.
Reviewing a portfolio you already hold
Run the risk exposure breakdown on an existing set of holdings to find concentrations you may have missed, then use side-by-side comparison to weigh adjustments against the status quo.
Explaining a decision to someone else
Generate a plain-language report with the full audit trail attached, so a partner, advisor, or future version of yourself can see exactly what informed the decision and why.
Good to know
Frequently asked questions
Do I need existing investment experience to use these features?
No. The reporting and comparison tools are built to explain outcomes in plain language, so the modelling is useful whether you're assembling your first portfolio or reviewing one you've held for years.
Can I import data from spreadsheets or existing accounts?
Yes. The aggregation feature is designed to accept standard statement and spreadsheet formats, standardising them automatically so you don't need to reformat anything by hand.
How far back does the decision audit trail go?
Every analysis you run is saved with its assumptions and timestamp, so you can look back through the full history of a given portfolio or scenario at any point.
Can I compare more than two scenarios at once?
Yes, the comparison view supports multiple strategies or time periods side by side, with differences in risk and projected outcome highlighted automatically.
Have a question not covered here? Get in touch and we'll help directly.
See these features applied to your own numbers
Start an analysis with Clarevento and get a clear, documented view of your options — built on your actual data, not a generic template.
Start your analysisNo obligation. Review the output before you decide anything.