05 — Guides
Investment reporting, without the assembly
Every reporting cycle, the same work happens somewhere in your business: exports pulled, figures reconciled, numbers pasted into last month’s deck, charts redrawn, branding checked, and a pack sent out days later than anyone wanted. Quant Reports takes that assembly away.
Your portfolio data flows in. The charts, tables and figures rebuild themselves against it. What reaches you is a finished, branded report waiting for the one thing software cannot supply — your judgement about what the numbers mean.
The result is a shorter cycle, a more consistent one, and one that scales. A change made once in a template reaches every report that uses it, so a hundred portfolios stay identical in form and current in substance — and the tenth portfolio costs no more effort than the first. What that buys back is your team’s attention: instead of assembling documents, they spend the cycle on the work that actually needs them.
What that looks like in practice
- Reports that build themselves — Allocation, holdings, performance, risk, exposure and attribution are generated from your data each period. No copying, no re-keying, no version drift between a chart and the table beneath it.
- Your brand, not ours — Reports carry your logo, colours, typography and layout. Nothing in the output says Quant Reports unless you want it to.
- One template, many portfolios — A template is built once and serves every portfolio it fits. Scale stops being a reason for reports to diverge.
- Set up for you — You do not build any of this from a blank page. We construct the templates, connect the data and configure the portfolios with you — and we keep doing that work as things change.
A note on this page — This documentation covers the reporting product from a client’s point of view. Where something is genuinely an advanced control — a calculation convention, a per-widget option — it is marked Advanced and can safely be skipped. Most people never need it.