Investment Portfolio Reports

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.
StockMarketEye Allocation Report Pie Chart View

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.

StockMarketEye Allocation Report Pie Chart with Candlesticks

StockMarketEye Portfolio Summary Report Screen

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.

StockMarketEye Transactions Report View

StockMarketEye Gain Loss Report with Graph View

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.

StockMarketEye Total Return Report View

Back in Time Report in StockMarketEye View

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.