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Portfolio Reports

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Available Reports

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Performance Reports

• Total portfolio performance
• Individual investment performance
• Category performance
• Benchmark comparisons
• Risk-adjusted returns

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Allocation Reports

• Asset allocation by category
• Geographic distribution
• Sector allocation
• Currency exposure
• Risk concentration

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Tax Reports

• Realized gains and losses
• Dividend income
• Interest income
• Tax lot details
• Annual tax summaries

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Transaction Reports

• Transaction history by date range
• Transaction history by investment
• Cash flow analysis
• Fee analysis

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Generating Reports

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Creating a New Report

1. Navigate to the Reports section
2. Select the report type
3. Choose your preferred parameters:
   • Date range
   • Investments to include
   • Grouping options
   • Benchmark selections
4. Click “Generate Report”

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Customizing Reports

1. Select columns to display
2. Choose chart types
3. Apply filters to focus on specific data
4. Set custom date ranges
5. Include or exclude specific investments

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Saving Report Templates

1. Create and customize a report
2. Click “Save as Template”
3. Name your template
4. Access saved templates for quick report generation

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Working with Reports

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Exporting Reports

1. PDF: For printing and sharing
2. Excel: For further data analysis
3. CSV: For importing into other software
4. Image: For presentations

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Scheduling Reports

1. Create a report template
2. Click “Schedule Report”
3. Select report frequency (daily, weekly, monthly, quarterly)
4. Choose delivery method (email, dashboard notification)
5. Set recipients if sending via email