Features
Every feature, built to work quietly in the background
A closer look at how Chattelance analyses, schedules, and reports — without asking you to check in every day.
Overview
Built around four jobs, done consistently
Most platforms try to be everything at once. Chattelance is deliberately narrow: it reads your portfolio, decides when a contribution should move, explains why, and keeps a record you can check later. Each feature below supports one of those four jobs.
Analysis
Continuous portfolio analysis, not a quarterly snapshot
Ongoing exposure tracking
Your holdings are re-read on a running basis, so drift in sector weighting, currency exposure, or concentration risk is picked up as it happens rather than at the next scheduled review.
Scenario-based stress checks
The model runs your current allocation against a range of historical and simulated market conditions, surfacing how it might behave under stress before that stress arrives.
Plain-language risk notes
Every analysis comes with a short written explanation of what changed and why it matters, so you are never left interpreting a chart on your own.
Automated Scheduling
Contributions that move on a rule, not on a mood
Once your contribution rules are set, Chattelance handles the timing. No daily login, no second-guessing a market headline — the schedule runs as agreed until you choose to change it.
- Set contribution frequency and amount once, then let it run unattended.
- Pause or adjust the schedule at any time from your dashboard.
- Receive a confirmation note each time a scheduled action completes.
- Review the full history of past contributions in one place.
Reporting
Reports written to be read, not decoded
Each reporting cycle produces a short document: what your portfolio did, what the model noticed, and what — if anything — is worth your attention. No jargon-heavy tables to untangle on your own.
- Monthly summary written in plain language, not raw data exports.
- Clear notes on any change to risk profile or allocation.
- Downloadable history for your own records.
- Consistent format, so comparing periods takes minutes, not hours.
Also Included
The smaller features that support the main ones
Rule-based alerts
Notifications trigger only when a defined threshold is crossed — not on every minor market move.
Adjustable risk profile
Change your target risk level at any time; future analysis and scheduling adapt to the new setting.
Activity log
Every automated action is timestamped and recorded, giving you a plain audit trail to refer back to.
Export controls
Pull your data and reports out in standard formats whenever you want a copy outside the platform.
See these features applied to your own portfolio
Request access and we'll walk you through how the analysis, scheduling, and reporting work together in practice.
Request AccessChattelance provides data analysis and decision-support tools and does not constitute regulated financial advice.