6 Report Categories
0 Positions
Generate professional reports, tax documents, and custom analytics. Export to PDF, CSV, or JSON formats for comprehensive portfolio analysis and tax preparation.
Report Dashboard
Quick access to report templates, recent reports, and scheduled reports
Quick Report Templates
Portfolio Summary
Complete overview of all positions and performance
3 sections
PDF
Tax Report
Complete tax report with Form 8949 data
3 sections
PDF
Performance Analysis
Detailed performance metrics and analysis
2 sections
PDF
Risk Assessment
Portfolio risk analysis and recommendations
2 sections
PDF
Fee Earnings Report
Detailed breakdown of all fee earnings
1 sections
CSV
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