Fund oversight
Montidarden has helped us professionalize our monitoring across six funds. I can check an individual fund or see our aggregate metrics in one intuitive command center, with the tools to actively manage portfolio exposure.
Investment teams · family offices · student-managed funds
Your whole fund.
One clear view.
Track the book. Test the next idea. Keep your team in sync.
PRIVATE BETA · LIVE WITH INVESTMENT TEAMS · BY INVITATION
Your command center. Try it.Portfolio management + stock screening. One workspace.
Portfolio Value$12,847,204+$82,579 (+0.65%) today
Performance+14.66%Since Apr 1, 2026 (takeover)
Absolute Gain+$1,642K$11,205,054 start
Delta vs ACWI+942 bpsOutperformance vs benchmark
Performance vs benchmark
Return: +14.66%Gain: +$1,642KAlpha: +942 bps
Daily sample observationsHover, touch or use arrow keys
Sector Allocation
Information Technology52.1%32.8%+19.3
Financials12.7%15.4%−2.7
Health Care14.6%10.9%+3.7
Energy6.3%4.1%+2.2
Consumer Staples5.6%6.2%−0.6
Other8.7%30.6%−21.9
Geography
United States89.3%
Netherlands6.0%
Taiwan4.7%
Portfolio Heatmap sized by weight · colored by Since takeover return
NVDA+38.20%12.7%
MSFT+17.50%11.1%
AAPL+11.90%10.2%
JPM+15.30%8.3%
LLY+9.60%7.9%
AVGO+29.10%7.4%
UNH−13.40%6.7%
XOM+5.80%6.3%
ASML+22.70%6.0%
COST+12.20%
CAT+19.80%
TSM+31.50%
V+13.70%
NKE−11.20%
Best Since Takeover
1
NVIDIA CorpA. Whitfield · mandate window
+38.2%2
Taiwan SemiconductorJ. Okafor · mandate window
+31.5%3
Broadcom IncA. Whitfield · mandate window
+29.1%4
ASML HoldingJ. Okafor · mandate window
+22.7%5
Caterpillar IncM. Reyes · mandate window
+19.8%Worst Since Takeover
1
UnitedHealth GroupS. Lindqvist · mandate window
−13.4%2
Nike IncS. Lindqvist · mandate window
−11.2%3
Exxon MobilM. Reyes · mandate window
+5.8%4
Eli Lilly & CoS. Lindqvist · mandate window
+9.6%5
Apple IncJ. Okafor · mandate window
+11.9%Who it’s forBuilt around your team
Different teams. Shared clarity.
Student-managed funds
New team. Same institutional memory.
Keep the fund’s history intact as each class takes the lead.
Family offices
Many accounts. One whole picture.
Bring accounts together to see performance and exposure across the family portfolio.
Investment teams
Shared context. Clear ownership.
Give every idea an owner, with the portfolio and research in view.
Team perspectivesPeople behind the portfolios
More time for the decisions.
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Portfolio visibility
Montidarden has become an essential part of how we run the fund. The heat map gives us an instant snapshot of what’s moving, and viewing performance and positions by PM makes each book’s contribution clear.
A shared portfolio recordBroker-file importsRoles & oversight
AccessBring your team.
Bring your team.
See the fit.
Montidarden is in invite-only private beta. Tell us about your fund and how you work.
- Status
- Live private beta
- Access
- By invitation
- Onboarding
- A conversation, then a guided setup
- Built for
- Student funds · family offices · small teams