Portfolio Analytics Reporting

Flexible. Transparent and easy to understand reporting.

StatPro’s portfolio analytics reporting tool is Microsoft Office based making it easy to create and customize performance reports to

  • Microsoft Word
  • Microsoft Excel
  • Microsoft CSV
  • Microsoft XML
  • Crystal
  • Or any client database

Customize standard templates with your own layout, logos, font and colors. You have full control of all calculation parameters for any row or column.

Due to its flexibility and familiar Microsoft Office environment you won’t need to invest in consulting or training.

The integrated report generator provides advanced ad-hoc or automated bulk reporting and will feed any downstream enterprise or client reporting application.

Our portfolio analysis reporting tool seamlessly integrates with all StatPro analytics products; performance measurement, attribution analysisrisk management or GIPS composites.

  • SI - hierarchical attribution report
  • SI - multi-level segment absolute risk