Professional layout
Designed to look like something you would keep for a monthly review or records.
Portfolio reports
Export reports that feel broker-ready.
WealthSync turns portfolio data into polished PDF reports with overview metrics, allocation charts, sector exposure, 52-week position, holdings, Monthly Review Hub status and AI commentary.
Portfolio ReportValue$428k
Income$8.4k
Return12.4%
Portfolio historyReport-ready chart
1YReport contents
- Portfolio overview
- Holdings and trades
- Sector exposure
- 52-week position
- Monthly AI insight
- Monthly Review Hub status
AI summaries
Portfolio and stock commentary is generated monthly and saved for consistency.
Review before export
Use the Monthly Review Hub to refresh prices, check data quality and confirm your report workflow is complete.
Useful visuals
Charts and allocation graphics help make the report easier to scan.
Make your monthly portfolio review tangible.
Export a clear report whenever you want a snapshot of your holdings.
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