Reports and downloads
Portfolio exports and reporting.
Professional reports for clients
Professionals often need to draw up a client report in PDF with all the portfolio information: performance, risk, asset allocation and historical trend. At Wallible we offer this possibility in a simple way, with complete reports ready to share. The report summarizes the results in a clear and coherent way, ideal for periodic presentations, strategy reviews and reporting.
The sections of the report align with the analysis contents available on the platform, for example:
Data download
In addition to PDF reports, you can download chart data for return, risk and other key metrics, so you can integrate them into custom analyses, presentations or internal systems. This is useful when you want to build proprietary reporting, portfolio comparisons, or internal models based on time series.
