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Portfolio Reports

InvestSync offers powerful reporting capabilities to help you analyze your investment performance, track portfolio changes, and make informed decisions.

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Available Reports

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Performance Reports

Track your investment returns over custom time periods:

  • Total portfolio performance
  • Individual investment performance
  • Category performance
  • Benchmark comparisons
  • Risk-adjusted returns

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Allocation Reports

Analyze your portfolio composition:

  • Asset allocation by category
  • Geographic distribution
  • Sector allocation
  • Currency exposure
  • Risk concentration

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Tax Reports

Generate tax-related information:

  • Realized gains and losses
  • Dividend income
  • Interest income
  • Tax lot details
  • Annual tax summaries

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Transaction Reports

Review all portfolio activities:

  • Transaction history by date range
  • Transaction history by investment
  • Cash flow analysis
  • Fee analysis

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Generating Reports

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Creating a New Report

To generate a report in InvestSync:

  1. Navigate to the Reports section
  2. Select the report type
  3. Choose your preferred parameters:
    • Date range
    • Investments to include
    • Grouping options
    • Benchmark selections
  4. Click “Generate Report”

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Customizing Reports

Tailor reports to your specific needs:

  1. Select columns to display
  2. Choose chart types
  3. Apply filters to focus on specific data
  4. Set custom date ranges
  5. Include or exclude specific investments

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Saving Report Templates

Save your frequently used report configurations:

  1. Create and customize a report
  2. Click “Save as Template”
  3. Name your template
  4. Access saved templates for quick report generation

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Working with Reports

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Exporting Reports

Export your reports in various formats:

  1. PDF: For printing and sharing
  2. Excel: For further data analysis
  3. CSV: For importing into other software
  4. Image: For presentations

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Scheduling Reports

Set up automatic report generation:

  1. Create a report template
  2. Click “Schedule Report”
  3. Select report frequency (daily, weekly, monthly, quarterly)
  4. Choose delivery method (email, dashboard notification)
  5. Set recipients if sending via email

Use the “Compare Periods” feature to analyze how your portfolio performance has changed between different time periods.