What the Portfolio Report does for you
Your weekly portfolio report explains in plain language which positions have moved and why. Instead of wading through columns of numbers, you get a clear summary. Read the report or listen to it as a podcast.
How you use the Portfolio Report
Portfolio update at a glance
See your top performers and losers of the week instantly – with specific percentages and context.
Contextual analysis
The report doesn't just explain "-6%", but also why: quarterly results, analyst ratings and sector trends.
Cross-broker view
All your portfolios across different brokers consolidated in a single report.
Actionable recommendations
The report shows you not just what happened, but what you could do: rebalancing hints and opportunities.
Listen as podcast
Listen to your portfolio report on the go – while commuting, exercising or wherever you want.
finAgent integration
Ask follow-up questions directly: "Should I buy more NVIDIA?" or "How do I diversify away from tech?"
Your personal portfolio report instead of generic market data
The Portfolio Report analyzes your actual portfolio – not the DAX. It knows you hold 650 NVIDIA shares and explains what the price decline means for your overall portfolio.
What makes the Portfolio Report special
100% personalized
Based on your actual portfolio – not on generic market data or averages.
Read or listen
Every report is also available as a podcast – perfect for on the go while commuting or exercising.
Flexible timeframes
Weekly, monthly or on demand – customize the reporting period to your needs.