Portfolio Reporting Suite
Multi-format export, professional templates, and automated reporting
Feature #32
Report Templates
5
Available templates
Scheduled Reports
3
Active schedules
Export Formats
4
Supported formats
Last Generated
2h
Executive Summary
Report Templates
Pre-configured professional report templates
Executive Summary
High-level portfolio performance overview for stakeholders
PDF
Frequency
monthly
Sections
5 sections
Last Generated
2 hours ago
Detailed Analytics
Comprehensive position-by-position analysis with metrics
Excel
Frequency
weekly
Sections
12 sections
Last Generated
1 day ago
Risk Report
Risk exposure, correlation, and stress test results
PDF
Frequency
weekly
Sections
8 sections
Last Generated
3 days ago
Transaction Log
Complete transaction history with costs and outcomes
CSV
Frequency
daily
Sections
3 sections
Last Generated
4 hours ago
Performance Attribution
P&L breakdown by position, strategy, and time period
Excel
Frequency
monthly
Sections
10 sections
Last Generated
5 days ago