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Portfolio Reports

In short

Generate detailed portfolio reports in HTML, PDF, JSON, or Excel formats

Create professional investment reports for your portfolios — monthly statements showing holdings and trades, performance reviews with benchmark comparisons, tax summaries for filing season, and risk assessments with stress test results. Download in multiple formats.

The reports system generates 4 report types: Monthly Statement (holdings snapshot, allocation breakdown, trading activity), Performance Review (returns vs benchmarks, risk metrics, market context), Tax Summary (realized gains/losses, wash sale flags, dividend income, estimated tax liability), and Risk Assessment (stress test scenarios, VaR analysis, concentration risk, regime context). Reports use real portfolio data and can be filtered by date range and portfolio. Available in HTML (preview), PDF (branded), JSON (machine-readable), and Excel (spreadsheet) formats.

Related concepts

  • Portfolio — Your portfolio is everything you own as an investment — all your stocks, bonds, cash, ETFs, and crypto combined. Portfolio management is about how you combine these investments to meet your goals with acceptable risk.
  • Tax-Loss Harvesting — If you're up $10,000 on Apple but down $3,000 on another stock, you can sell the loser to offset $3,000 of your Apple gains. You only pay tax on $7,000 instead of $10,000. The IRS lets you use losses to cancel gains.
  • Value at Risk (VaR 95%) — VaR 95% says: 'On 95% of days, you won't lose more than X.' If your portfolio's daily VaR is $1,000, there's only a 5% chance of losing more than $1,000 in a single day.
  • Stress Test Scenarios — Stress tests answer: 'What if 2008 happened again?' They replay historical market crashes on your current portfolio to show how much you could lose. Think of it as a fire drill for your investments — it helps you prepare for the worst before it happens.
  • Data Export — Download your portfolio data, analysis results, and historical performance as CSV or JSON files. A CSV opens straight into a spreadsheet like Excel for a quick look; a JSON file is easier for a script written in Python or another language to parse. Either way, it's your own copy of your data to analyze however you'd like, independent of the platform.