See the whole book, then change it.
Allocation and exposure at a glance, and a rebalancing flow that shows you the consequences while the trade is still a proposal.
Exposure at a glanceTwo-step rebalancingLive risk impact
Nothing moves in the book until you confirm.
Allocation is easy to describe and hard to see. A portfolio spread across currencies and geographies does not fit comfortably into a list, and the exposures that matter are rarely the ones at the top of it.
So Cadran shows the book as a picture first: treemaps for allocation, currency and geographic maps for exposure, and a top-holdings breakdown for concentration. Reading comes before acting, and all of it sits on one screen rather than in four separate reports.
Rebalancing then happens in the same place, in two steps. Changes are drafted, and the draft reports its risk impact together with the drift it would leave versus strategic targets. Only then is it confirmed. The consequences of a trade are visible while it is still a proposal, which is the point at which they are still cheap to change.
Read the book, then move it
Exposure at a glance
Treemaps for allocation, currency and geographic maps for exposure, and a top-holdings breakdown, read in one place.
Two-step rebalancing
Changes are drafted first and confirmed second, so nothing moves in the book until the whole proposal has been seen.
Live risk impact
Each draft reports its risk impact and the drift it would leave versus strategic targets, before it is confirmed.
Illustrative data: synthetic portfolio, not a client book.
Rebalance with the consequences in view.
Allocation, exposure and rebalancing sit in one place in Cadran, measured against the same strategic targets.