Built for decisions, not dashboards
Every feature in Dunmavora exists to answer one question: what should this portfolio do next. No vanity charts, no noise — just structured analysis you can act on.
Most tools report the past. Few prepare you for what's next.
Independent professionals and private investors are typically given backward-looking statements — static summaries of what already happened. Dunmavora is built differently: each feature is designed to surface forward-looking signal from your existing data, then translate it into a concrete allocation step.
What Dunmavora actually does
Predictive Data Analysis
Your historical portfolio and income data is processed to identify patterns that typically precede shifts in exposure, cash flow, or risk concentration — before those shifts become visible in a standard statement.
- Pattern detection across historical positions
- Risk concentration flagged ahead of rebalancing dates
- Output framed in plain terms, not raw statistics
Structured Portfolio Allocation
Allocation suggestions are generated from your stated objectives and current holdings, giving you a defined starting point rather than an open-ended set of options to interpret alone.
- Allocation weighted to your declared risk tolerance
- Rebalancing suggestions tied to defined review intervals
- Clear separation between suggestion and execution
Scenario Comparison
Rather than a single projection, Dunmavora lays out a small set of plausible scenarios side by side, so you can see how a decision behaves under different conditions before committing to it.
- Multiple scenarios shown against the same baseline
- Assumptions listed explicitly, not hidden in a model
- Built to support comparison, not prediction certainty
Defined Review Cadence
Allocations are revisited on a fixed schedule rather than left static. This keeps the analysis aligned with how your data — and your circumstances — actually change over time.
- Scheduled reviews instead of ad-hoc check-ins
- Updated inputs reflected in the next review cycle
- History retained so you can see what changed and why
From raw data to a defined step
Structure the inputs
Portfolio data, income records, and stated objectives are organised into a consistent format before any analysis begins.
Standardised intakeRun the analysis
Historical patterns and current positioning are assessed together to identify where attention is warranted.
Pattern + position checkDeliver the next step
Findings are converted into a specific allocation suggestion, scheduled for your next review point.
Defined next actionBuilt around how you actually work
Irregular income, steady process
Predictive analysis adjusts to variable cash flow, so allocation suggestions reflect your actual income pattern rather than a fixed monthly assumption.
Concentration you can see
Scenario comparison highlights where a portfolio is more exposed than intended, before a single market move forces the issue.
A cadence, not a one-off
The defined review cycle means your allocation keeps pace with changing data instead of being revisited only when something goes wrong.
Features, clarified
Does Dunmavora execute trades or transfers?
No. Dunmavora produces analysis and allocation suggestions. Any execution happens through your own accounts or advisers, kept separate from the analytical output.
How often is my data re-analysed?
Analysis runs on a defined review cadence, with updates reflected at the start of the next cycle rather than continuously, so suggestions stay stable between reviews.
Can I compare more than one scenario at a time?
Yes. The scenario comparison feature is built to show a small set of plausible outcomes side by side against the same baseline assumptions.
What data do I need to provide to start?
Current holdings, basic income information, and your stated objectives are enough to generate an initial structured analysis.
See these features applied to your own data
Set up your profile and get a first structured analysis based on your current holdings and objectives.
Initialize Portfolio Read more about Dunmavora