Manage

Manage

Manage is your hub for monitoring the financial and operational performance of your renewable energy contracts. Use Manage to track, audit, explain, and forecast your portfolio, unlocking granular and insightful analysis based on REsurety’s proprietary modeling.

This portfolio management platform is designed to help you:

  • Explain performance drivers with expert and automated insights.
  • Audit invoices and identify potential mistakes.
  • Forecast performance for budgeting and accruals.
  • Analyze historical performance across your entire portfolio.

Key Concepts

REsurety Insights

Understanding what happened to your project’s performance is important, but understanding why helps you take action. Insights are automated flags that appear on your contract data to provide immediate context on performance behavior.

These insights are generated automatically as soon as we process your invoice data. They work alongside Expert Notes (custom analysis written by our experts) to ensure you have coverage across your entire portfolio.

We currently offer the following Insights:

  • Outage: We flag an outage when your project stops generating power for at least 24 hours, despite favorable weather and positive market prices. We also automatically flag any period of time where the project has negative generation.
  • Underperformance: We flag this when a project consistently produces less power than it should, given the available wind or solar resources. This insight looks for periods where the project fails to hit its capacity or falls below weather-driven expectations, even when market prices are favorable.
  • Overperformance: We flag this event when the reported generation exceeds the project’s listed Nameplate Capacity. When generation is above the rated capacity, it can indicate a metering issue or incorrect capacity data.
  • Economic Curtailment: We identify when your project intentionally has low or no generation because electricity prices are too low or negative to be profitable, in the presence of available weather. (Note: Currently available for US projects only)

You’ll find REsurety Insights on your Portfolio Home page and in the Audit/Accrue pages of Manage.

Managing Your Portfolio

Portfolios

The Portfolio dashboard is the new home page for Manage, giving you an at-a-glance view of your entire portfolio’s performance.

This view is designed for trend analysis and allows you to:

  • Create Custom Portfolios: Group contracts into customized portfolios (e.g., by region, by currency). Portfolios can be created by any user and are visible to everyone in your organization.
  • View Stitched Data: See historical performance and future forecasts together in a single, continuous view.
  • Prioritize your efforts: Quickly identify which contracts to pay attention to with indications of REsurety Insights or ranking by best and worst-performing contracts.

Audit/Accrue

The Audit/Accrue section is your primary tool for monthly and quarterly financial workflows. This view allows you to drill into a specific month to compare your invoice against REsurety’s audit results.

Use this page to:

  • Identify Invoice Mistakes: Compare your invoiced data against REsurety’s settlement, price and generation data to spot potential errors.
  • Prepare for Accruals: Prepare your finance team for each quarter’s expected financial performance on a per-contract basis.
  • Drill into Details: Analyze performance data even if you don’t have invoice data loaded for a contract.

Budgeting

The Budgeting tab provides aggregated forecasted settlement and generation metrics. Use this for:

  • Annual Budgeting
  • Short-term Budgeting

Forecasts are available for the next month, next quarter, balance of the current year, and the full next year. All forecasted metrics use the baseline scenario and represent the average across a range of possible weather conditions.

Analysis

Select a specific contract to perform a deep-dive analysis. In this view, you can select:

  • Time granularity (monthly, hourly – based on availability)
  • Generation source (e.g., Expected, Potential, Invoiced)
  • Forecast Scenarios supported are:
    • Baseline
    • High Gas
    • Low Gas

Characteristics

This view provides a complete list of all contracts in your portfolio. You can find contract-specific information and filter your list by Contract Type and/or ISO.

Data and Models

Generation Modeling

All REsurety generation models (Expected, Potential, and models in other tools like Discover) are built on a foundation of standard operational losses.

Standard Operational Losses Include:

  • Wake loss
  • Electrical losses
  • Solar degradation
  • Resistance/inverter losses

The key difference between models is how they treat unplanned events (like equipment failure) and recent underperformance, which is detailed in the section below.

Expected and Potential

REsurety’s Modeled Generation has been upgraded to two new, more precise generation models: Expected Generation and Potential Generation. If your contract does not have invoice data provided, your existing model will simply be renamed Expected Generation. If you have shared granular invoice data, you will now have access to both models.

Expected Generation is an estimate of how much your project is expected to generate given its most recent performance. This model provides a realistic, conservative view of generation, making it ideal for finance, accounting, and accruals workflows.

  • What it includes:
    • Standard Operational Losses (See Methodology for details).
    • Recent Underperformance.
    • Periods of Economic Curtailment.
  • Modeling Logic:
    • With Invoice Data: The model trains on the past 12 months of data. If underperformance is detected in the last 3 months, the model selectively trains only on that underperformance period to provide the most realistic near-term forecast.
    • Without Invoice Data: The model includes only standard operational losses and trains to market data from EIA or ERCOT.

Potential Generation is the benchmark for how your project could perform when operating as it should. This metric essentially represents “what you signed up for”. Use this model for availability auditing and to accurately quantify the financial impact of underperformance by comparing it against Expected or Invoiced Generation.

  • What it includes:
    • Standard Operational Losses.
  • What it excludes:
    • Recent Underperformance.
    • Performance-flagged events that are mostly unanticipated (e.g., equipment failure, maintenance, damages).
  • Modeling Logic:
    • The model trains to the entire available invoice data history but explicitly excludes performance-flagged events. This prevents the model from “training down” to chronic or recent issues.

Price Metrics

You can analyze prices using several data sources :

  • Historical ATC (Around The Clock) – representing the unweighted average price of power.

Asgen Price: Prices shown in Manage are generation-weighted observed prices, with your specific contract terms applied. Generation-weighted showcases per unit price of electricity delivered.

  • Invoiced – 3rd party price weighted by INVOICED Generation
  • Expected  – 3rd party price weighted by EXPECTED Generation
  • Potential –  3rd party price weighted by POTENTIAL Generation

For contracts that settle sub-hourly, the prices available are:

  • Hub Price – 3rd party raw hub prices
  • Nodal Price – 3rd party raw nodal prices
  • Effective Price – Price rate as specified by contract terms (in units of price per MWh)

Data Sources

Our models are powered by a wide range of industry-standard data sources, including:

  • EIA (Energy Information Administration)
  • ERCOT (Electric Reliability Council of Texas)
  • Yes Energy
  • HRRR (High Resolution Rapid Refresh)
  • MERRA-2 (Modern Era Retrospective Analysis for Research and Applications)
  • OTC Global Holdings – European price forecasts are derived with OTCGH forward curves 
  • ENTSO-E
    • Historical European prices