Features
Reporting
Prepare a focused portfolio review with dates, methods, and coverage visible.
Choose a report for the question you need to answer, then save or export the result for review.
Generate report starts a new review. Open reopens a saved result. View full size
Follow the illustrated walkthrough
| Your objective | Useful reports |
|---|---|
| Explain performance and cash-flow effects | Performance, Contribution Analysis, Multi-Period Returns |
| Review concentration and downside | Portfolio Diversity, Exposure, Risk, Drawdown Risk |
| Plan and reconcile income | Future Income, Calendar |
| Review positions and transaction records | Sold Securities, All Trades, Historical Cost |
| Compare values across currencies | Multi-Currency Valuation |
The catalogue contains 13 report types. Start with one question; you do not need to generate every report.
For fund or client reviews, retain the actual dates, account scope, currency, return method, and coverage notes with the result. An unavailable figure is not zero.