Portfolio intelligence. Clearly.

Know what you own. Plan what’s next.

Bring your portfolios, performance, cash flows, and tax lots into one clear view—so you can understand your investments and make informed decisions.

Analysis and planning only—Dover River does not hold assets or place trades

Actual product view

Dover River dashboard showing two portfolios in a fictional sample account

Illustrative sample workspace2 portfolios · Data through Aug 22, 2026

Data you choose

Add portfolio records through manual entry or reviewed file imports.

Client-controlled access

Advisor access begins only when a client creates and shares a one-time link.

Evidence-linked AI

Analyses connect findings to supporting portfolio evidence and relevant limitations.

You control delivery

Reports are created for your review and exported or shared only when you choose.

For Investors

Your investments tell a story.The data should, too.

Brokerage statements tell you what happened. Dover River helps you understand why—connecting market movement, cash flows, holdings, and realized activity in one coherent picture, whether you are looking at a single portfolio or a whole folder.

See how the pieces connect →

Inside Dover River

See the story behind your portfolio

Go beyond balances and basic charts. Dover River connects what you own, what changed, how you performed, and the tax consequences of potential decisions.

01 Portfolio X-Ray

See what you actually own

Look through funds and accounts to uncover overlapping holdings, sector exposure, and concentration risk.

Compare portfolio weights with a benchmark and trace direct and fund-held exposure back to the underlying securities.

Dover River X-Ray showing sector active weights and benchmark comparisons across two fictional sample portfolios

02 Performance evidence

Understand what drove performance

Connect returns to holdings, allocation, benchmarks, cash flows, and the investments that shaped the result.

Move from the period result to its balance bridge, benchmark context, contributors, and supporting portfolio records.

Dover River dashboard connecting portfolio return, investment gain, cash flows, balance changes, and tax context

03 Tax Lots

Plan taxable decisions before acting

Compare tax lots and matching policies to estimate gains and losses before you sell.

Review holding periods and open gains or losses, then use Plan Sales to test quantities and cost-basis choices.

Dover River open Tax Lots view showing holding periods, gains and losses, and the Plan Sales workflow

For Advisors

A client-ready portfolio review

Turn portfolio evidence into a clear, firm-branded review prepared for the next client conversation.

Firm-branded presentationAdvisor identity and disclosures
Clear portfolio observationsEvidence beside each finding
Performance in contextPortfolio, benchmark, and cash flows

View the sample report Create an advisor account

Firm-branded sample report page with allocation, concentration, benchmark, and look-through evidence

Firm-branded sample portfolio review with observations, performance, benchmark context, advisor identity, and disclosure markings

Open the full 8-page sample report ↗

Portfolio evidence, ready for the conversation.

Observations and supporting evidence · Performance and benchmark context · Advisor identity and disclosures

ConnectClient-controlled account linking

AnalyzeAI-assisted portfolio and household intelligence

ExplainPlain-language observations

DeliverFirm-branded portfolio reviews

Resources

Clarity shouldn’t stop at the interface.

Friendly guidance for learning the workspace, preparing portfolio data, understanding the new Performance summary, and seeing exactly how the numbers are calculated.

First Steps

Browse all resources →

A clearer portfolio starts here

Know what you own. Plan what’s next.

Your investments tell a story.The data should, too.