Transform complex investment data into clear, actionable insights. Our platform helps Canadian investors understand their portfolio performance through intelligent reporting and visual analytics.
Most financial reports leave investors guessing. We built quarindelvios because reading through pages of numbers shouldn't require a finance degree. Our platform takes your investment data and presents it in ways that actually help you make better decisions.
Our reporting engine processes thousands of data points to identify patterns you might miss. Whether you're tracking dividend income, monitoring sector allocation, or planning for retirement, quarindelvios provides the clarity you need to stay on track.
Real reporting capabilities designed around how investors actually think about their portfolios. Each feature solves a specific challenge we've heard from Canadian investors.
Understand exactly which holdings are driving your returns. Our attribution analysis breaks down performance by sector, geography, and individual securities, so you know what's working and what isn't.
High returns don't mean much if they come with excessive risk. We calculate risk-adjusted performance metrics that help you evaluate whether your portfolio's gains are worth the volatility you're experiencing.
Canadian tax rules are complex, but your reporting shouldn't be. Track dividend tax credits, capital gains harvesting opportunities, and TFSA contribution room - all in one dashboard.
Compare your portfolio's performance against relevant benchmarks including TSX sectors, global indices, and peer portfolios. See how your investment strategy stacks up against alternatives.
quarindelvios started when our founder, after years of squinting at confusing brokerage statements, decided there had to be a better way. We've spent three years developing reporting tools that actually help investors make informed decisions.
Great investing isn't just about data - it's about understanding what that data means for your specific situation and goals.
Monthly automated reviews that identify potential issues before they become problems. Our algorithms scan for concentration risk, style drift, and correlation changes that might affect your portfolio's balance.
Model how your portfolio might perform under different market conditions. Test various scenarios including interest rate changes, sector rotations, and economic downturns to understand your potential outcomes.
"The scenario modeling helped me realize I was taking on more risk than I thought. Adjusted my allocation and felt much more confident about my retirement planning."
Join hundreds of Canadian investors who've moved beyond confusing statements to clear, actionable financial reporting. Start your journey toward better investment decisions today.