Every tool built for portfolios that don't sit still
North Sharewarden brings monitoring, analysis, and reporting into one workspace, so decisions about your holdings are never made with stale information.
Get startedBuilt for investors who don't work from one desk
Markets move continuously, but most portfolio tools assume you're sitting at a single terminal to catch it. North Sharewarden was designed around the opposite assumption: that your attention is split, your schedule is irregular, and your tools should adapt to that reality rather than the other way around.
Every feature below exists to remove a specific point of friction — from data that arrives too late, to reports that take too long to assemble, to alerts that either say too little or too much.
The features that carry the daily workload
Continuous portfolio monitoring
Holdings are tracked on an ongoing basis rather than refreshed on a fixed schedule. Positions, exposures, and allocation drift are visible as they change, so a shift in one part of a portfolio doesn't go unnoticed until the next scheduled review.
Configurable alerting
Thresholds are set by you, not by a default template. Alerts can be tied to allocation limits, concentration levels, or movement in specific holdings, which means notifications stay relevant instead of becoming background noise you learn to ignore.
Consolidated reporting
Data from multiple holdings is pulled into a single report format, removing the manual work of reconciling figures across separate statements before a review or a decision point.
Exposure and concentration analysis
Beyond raw balances, North Sharewarden surfaces how exposure is distributed — by sector, by instrument type, or by any grouping you define — so concentration risk is something you can see, not something you have to calculate by hand.
Remote-first access
The workspace is built to work the same way whether you're reviewing from an office, a home setup, or somewhere in between — no separate mobile-limited view, no features held back outside a single fixed location.
Historical comparison views
Current positions are shown alongside prior periods, making it straightforward to see how a portfolio has actually moved over time rather than relying on memory or a separate spreadsheet to track change.
From raw holdings to a decision, in three stages
Connect your holdings
Portfolio data is brought into North Sharewarden and organized into a consistent structure, ready for monitoring and analysis.
Set your thresholds
Alerts and reporting are configured around the exposure limits and concentration levels that matter for your situation.
Review and act
Reports and alerts inform the review, and decisions are made from a single consistent view rather than scattered sources.
Suited to different ways of managing a portfolio
Independent investors
Keeping a personal portfolio under regular review without needing to build tracking tools from scratch.
Distributed teams
Sharing a consistent view of holdings across people working from different locations and time zones.
Advisors and consultants
Preparing consolidated reporting for review conversations without manual data assembly beforehand.