AccruThrift - Financial analysis dashboard
Features

Tools to support informed decision-making

AccruThrift gives you one clear interface for tracking, analysing and reporting on every position in your portfolio, helping you make decisions in a structured way.

Discover the platform
Overview

What AccruThrift offers

Each feature supports a distinct stage of decision-making: monitoring activity, assessing risk, comparing scenarios and tracking execution.

Consolidated position tracking

Bring your holdings together and monitor their performance in one continually updated table, without switching between multiple sources.

  • Unified view across multiple accounts and asset classes
  • Change history for customisable periods
  • Clear trend indicators (rising, falling, stable)
  • Export data for your own analysis
  • Risk score for each position and portfolio
  • Benchmarks for volatility and concentration
  • Configurable threshold alerts
  • Clear risk labels at a glance

Risk mapping

Quickly identify the positions carrying the greatest risk and adjust your allocation before imbalances develop.

Scenario comparison

Compare different allocation scenarios side by side to understand their potential impact before making a decision.

  • Modelling multiple asset allocations
  • Key metrics compared across scenarios
  • Saving configurations for later review
  • Notes and annotations for each scenario
Method

How the features work together

AccruThrift's modules are designed around a clear process, from the initial assessment through to ongoing progress tracking.

01

Observe

Bring your positions together in a single view and identify any significant discrepancies.

02

Analyze

Assess the risk and performance of each line using the available indicators.

03

Adjust

Compare different scenarios and monitor the impact of your decisions over time.

An interface built for easy scanning

Tables, trend codes and risk labels are structured 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.

AccruThrift – overview of the analysis interface

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