Get your portfolio data in an easy and professional view.
- See investment data condensed with 6 different reports.
- Quickly customize and adapt your investment strategy.
- Showcase portfolio performance with a professional look.
Investment Portfolio Reports
Six Professional Investment Reports at Your Fingertips
Click one button to condense your portfolio data into any of our six performance reports.
Allocation Report
View how your investments are allocated, understand how much risk you’ve taken, and see where adjustments need to be made.
Visualize your allocation percentages quickly with pie charts and access the raw percentages for more detailed information.
Create and customize categories to view the allocations of your investments and balance your portfolio for maximum growth.
Summary Report
Look at your portfolio’s performance, historical market value, cash flows, and much more — all within our summary report.
Data can be viewed with preset timeframes or use custom date ranges for more accurate data.
Transactions Report
Have all past and present transactions from your portfolio and investment strategies laid out in a complete report. Focus on what matters most with custom filters.
Use the insights from values such as gain/loss, total return, TWRR/IRR, and more to improve your investment strategy.
Gain/Loss Report
The Gain/Loss report gives you a vital way to visualize where you have gained or lost when it comes to investments and securing a financial future.
Take advantage of the data from when you first held the stock, open and close information, and more.
Total Return Report
View how your investments are allocated, understand how much risk you’ve taken, and see where adjustments need to be made.
Visualize your allocation percentages quickly with pie charts and access the raw percentages for more detailed information.
Back-in-Time Report
Get a quick look at your portfolio’s performance, historical market value, cash flows, distributions, and purchases/sells — all in our summary report.
Get data from preset timeframes or get accurate data with custom date ranges.
Take Control of Your Investments with Portfolio Reports
- See investment data condensed with 6 different reports.
- Quickly customize and adapt your investment strategy.
- Showcase portfolio performance with a professional look.