Portfolio summary
Balanced Growth (60/40 tilt) · benchmark BM-COMPOSITE-60-40 · FY 2025
Net asset value
$109.8M
As of 2025-12-31
Period return
9.75%
2.35% vs benchmark
Volatility (ann.)
5.86%
Sharpe 1.21
Largest drift
3.00%
Equities
Reporting workflow
Five-stage pipeline from intake to export.
1
UploadStandardized portfolio workbook
2
ValidateSheet, column & data-quality checks
3
CalculateNAV, returns, risk, benchmark
4
ReviewConsultant approves commentary
5
ExportBoard-ready report pack
Recent report activity· synthetic
Sample workbook validated — 0 errors across 10 sheets.
NAV, returns and risk metrics recalculated from valuation series.
Report payload generated in Draft — consultant review pending.
Export remains gated until the report is approved.