Portfolio-specific weekly briefings that turn your holdings and market data into 3–5 concrete, actionable decisions — delivered to your inbox every Monday morning.
Request a Pilot See How It WorksSmall and mid-size asset managers are drowning in data but starving for decisions. The tools built for large sell-side desks don't fit your workflow or budget.
Bloomberg and Refinitiv terminals cost $20K–$25K per seat per year. Most RIAs and family offices use less than 10% of the functionality, paying enterprise prices for basic portfolio insight.
You already have six tabs open. Another analytics dashboard doesn't help if nobody has time to interpret the charts each week and translate them into portfolio action.
Large firms have quant analysts who build weekly attribution reports and scenario models. A 5–20 person shop doesn't have that luxury — the PM is also the risk manager, the analyst, and the relationship lead.
We replace the terminal + quant analyst workflow with a single, automated weekly briefing built specifically for your portfolio.
Every Monday, your CIO or PM receives a structured briefing covering exactly what changed, what it means, and what to do about it. No logins. No chart interpretation. Just decisions.
Your portfolio is your competitive edge. We built the Decision Feed so your holdings stay protected at every step.
All position data is encrypted using AES-256 at rest and TLS 1.3 in transit. Your holdings never travel in plaintext.
Your positions are ingested and analyzed by automated pipelines. No human at Tecnecon sees your raw holdings by default — only the finished briefing is reviewed.
API keys are scoped to read-only market data. Position files are processed in isolated, ephemeral environments and purged after each run.
Every briefing run is logged with data-freshness timestamps and output artifacts. You always know exactly what data went in and what came out.
From upload to inbox in three simple steps. No software to install, no terminals to learn.
Send us a secure CSV of your current holdings — symbols, shares, and optional sector/region tags. Takes five minutes once a week (or automate it).
Our engine fetches market data, computes returns, attribution, exposures, scenarios, and generates candidate actions — all tuned to your mandate and risk limits.
A polished, decision-ready Markdown and HTML briefing lands in your inbox every Monday. Review, edit if needed, and share with your investment committee.
We're onboarding a small number of RIAs, family offices, and boutique managers for our pilot program. No long-term commitment — see your first briefing within one week of signing up.
Request a Pilot