Real Numbers. Real Clarity.

Financial reporting built for investors who want straightforward answers without the corporate jargon. We track what actually matters to your portfolio.

3.2hrs

Average Report Review Time

94%

Client Retention Since 2023

48hrs

Quarterly Report Delivery

1,200+

Active Investment Portfolios

Performance Tracking That Actually Helps

Most financial dashboards overwhelm you with data points that don't connect to decisions. We focus on the six metrics that investors consistently tell us drive their choices.

Our quarterly reports break down asset allocation shifts, risk exposure changes, and return patterns across market conditions. No fluff about market sentiment or macroeconomic predictions—just your portfolio's performance relative to your stated goals.

What Changed This Quarter

In Q1 2025, we noticed 68% of our investor portfolios shifted toward defensive positions ahead of rate decisions. Our reporting framework helped clients spot this trend three weeks earlier than traditional quarterly reviews would allow.

Financial data analysis workspace showing investment performance charts and portfolio metrics

Tools That Work How You Think

Built by investors who got tired of clunky platforms. Each feature exists because someone actually needed it, not because it looked good in a demo.

Custom Benchmarks

Compare your portfolio against indices that match your strategy. Tech-heavy? Small-cap focused? We track what's relevant to your approach.

Threshold Alerts

Set your own boundaries for exposure shifts or volatility spikes. You'll know within hours, not weeks later when the statement arrives.

Rolling Returns

See how your investments perform across different time windows. One-year snapshots miss the patterns that 3-year and 5-year views reveal.

Goal Tracking

Whether you're building for retirement in 2035 or funding education in 2028, we show progress against those specific targets.

Tax Position View

Australian tax rules around capital gains and dividend credits affect real returns. Our reports factor in these considerations year-round.

Mobile Access

Full reporting capability on your phone. Not a watered-down version—the same data and controls you have at your desk.

Meet Astrid Falk

Financial Reporting Specialist

Astrid joined us in early 2024 after spending six years building custom reporting systems for institutional investors. She got frustrated watching retail investors struggle with tools designed for completely different needs.

She rebuilt our entire reporting interface around actual investor workflows—the questions people ask, the comparisons they need, the decisions they're trying to make. No unnecessary complexity.

Before vidrenoxa, she worked at a Melbourne-based fund where she noticed portfolio managers spent half their time reformatting data just to answer basic questions. That experience drives how she thinks about presenting information.

"Good reporting doesn't impress you with sophistication. It gives you the answer you need in under five seconds, then gets out of your way so you can think about what to do next."

See Your Portfolio Differently

Start with a review of how we'd structure your reporting. No commitment, just a conversation about what metrics would actually help your decision-making.

Request a Demo

55 Universal Avenue Georges Hall NSW 2198 Australia

+61 3 9370 2445 | help@vidrenoxa.com