Upload a broker export. PortfoliAI generates an institutional-grade PDF — performance, risk, costs, allocation. In seconds. In total privacy.
| Asset | ROI | Weight |
|---|---|---|
| Vanguard North America ETF | +34.66% | 39.3% |
| Vanguard Emerging Markets ETF | +38.76% | 16.6% |
| Vanguard Developed Europe ETF | +33.66% | 12.0% |
| Bitcoin EUR | −4.25% | 10.5% |
| Vanguard Japan ETF | +36.75% | 8.9% |
| Vanguard Asia Pacific ETF | +62.82% | 6.9% |
Whether analysing your own portfolio or delivering reports at scale for hundreds of clients.
Finally understand exactly what's happening inside your portfolio — with institutional-grade metrics, not simplified dashboards.
Deliver branded, professional reports to every client in seconds. Elevate your advisory practice without adding workload.
Embed portfolio reporting directly into your platform. Offer clients a premium feature without building it from scratch.
Every report follows the same rigorous structure — from a high-level overview to granular per-asset breakdowns.
Total invested capital vs. current value, unrealized P/L, and overall ROI — all in one high-level snapshot.
Historical deposits, withdrawals, and buy/sell activity mapped across time and asset categories.
Commissions and implicit bid-ask spreads broken down by broker, asset, and period. The true cost of every trade.
Monthly heatmaps, benchmark comparison, annual returns, and trailing period performance charts.
21-day rolling volatility, max drawdown, Sharpe ratio, and Beta — correlated to real market events.
In-depth analysis per asset class — ETFs, crypto, bonds — each with its own breakdown.
No account setup, no complex integrations. Just upload and download.
Export transaction history from your broker and upload the CSV or PDF file.
The AI engine parses, categorises, and analyses every transaction in your history.
A professional, branded PDF ready to send to clients or present in a meeting.
`"`I used to spend hours building client reports in Excel. Now I generate them in 30 seconds.`"`
Luca M. — Independent Financial Advisor, Milan
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