SAVE THE QUANTS
Turn portfolio performance into clear explanations.
Upload your portfolio data, choose your audience, and generate tailored insights, charts, and reports.
Less explaining. More quanting.
Generate Report
Upload daily portfolio values using the required CSV format.
date,portfolio_value
Performance Overview
Key Insights
Selected based on what matters most to your chosen audience.
Performance Explanation
AI-generated explanation based on precomputed financial metrics and insights.
Visual Analysis
Full Report
View the complete, audience-tailored performance report.