Export Tool

Custom Report Builder

Create a personalized PDF report by selecting which modules to include. Combine data from multiple tools into a single, comprehensive document.

Report Title

0 of 12 modules selected

Allocation Simulator

Asset allocation weights, projected returns, and stress test results

Equity Portfolio

US equity holdings, sector breakdown, and performance

Global Equity Portfolio

International equity holdings by region

Bond Portfolio

Fixed income holdings, yields, and duration

REIT Portfolio

Real estate holdings by property type

Commodity Portfolio

Precious metals, energy, and agriculture holdings

Cash Management

Money market and T-bill positions

Aggregate Dashboard

Total AUM and consolidated holdings across all portfolios

Performance Tracking

Actual vs projected returns, alpha, beta, Sharpe ratio

Tax-Lot Optimization

Tax lot analysis, harvesting opportunities, and tax liability

Watchlist

Tracked securities with current prices and alerts

Market Dashboard

Treasury yields, sector performance, and market movers

0 modules selected

Estimated 3 pages

• Select the modules you want to include in your report
• Save your selection as a template for quick regeneration
• Each module pulls data from your saved portfolios and settings
• The report includes a cover page, table of contents, and professional formatting
• Use the Email button to share reports with colleagues or clients
• Market data is fetched in real-time from Financial Modeling Prep