Reports & Analytics
Generate and manage financial reports and analysis documents
Quick Report Generation
Monthly Portfolio Performance Report
Comprehensive portfolio analysis including returns, risk metrics, and sector allocation
Period: November 2024"Generated: 12/1/2024"Size: 2.4 MB
monthlyperformanceportfoliorisk
completed
Market Sentiment Analysis - Weekly
AI-driven market sentiment analysis with agent voting breakdown and trend predictions
Period: Week of Dec 23, 2024"Generated: 12/25/2024"Size: 1.8 MB
weeklysentimentmarketAI
completed
Risk Assessment & VaR Analysis
Value at Risk calculations, stress testing results, and portfolio risk decomposition
Period: Q4 2024"Generated: 12/28/2024"Size: Processing...
quarterlyriskVaRstress-testing
pending
Tax Loss Harvesting Report
Tax optimization opportunities and realized gains/losses summary
Period: YTD 2024"Generated: 12/20/2024"Size: 845 KB
annualtaxoptimizationgains-losses
completed
Compliance & Regulatory Report
Regulatory compliance check and audit trail documentation
Period: November 2024"Generated: 12/27/2024"Size: N/A
monthlycomplianceregulatoryaudit
failed
Agent Performance Benchmark
AI agent accuracy metrics, prediction quality, and consensus analysis
Period: Q4 2024"Generated: 12/26/2024"Size: 3.2 MB
quarterlyAIperformanceagents
completed