01 — Documentation
Start here
You are not left alone with a blank tool. We build the templates, connect the data and configure the portfolios with you. Your job is the judgement: commentary, review, and whether a pack is ready to send.
First hour
- Send the pack you produce today — We take it apart: what is calculated, what is written, what has been carried forward by habit.
- Connect your data — Holdings and returns reach us each period. Figures are reconciled against what you produce today before anything is reported on.
- Review the first template — Check the output against your own, line by line, on real portfolios. Discrepancies get explained or corrected before go-live.
- Roll it out — The approved template is applied across every portfolio it fits.
After you are live
Each period: data lands and reports rebuild (we do this); you add commentary, review, approve and distribute. Structural changes — a new portfolio, a benchmark, a chart the library does not cover — come to us.
If you are unsure where to start, read How we work together, then Editing a report.
Advanced controls — calculation conventions, per-widget options — are marked Advanced and can be skipped.