Perf Reporting
Turns custodian holdings exports, fund mapping schematics, and projected cash flows into asset allocation reports, scenario workbooks with live formulas, and an executive summary, with rigorous data-quality checks. For investment operations and performance analysts.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Perf Reporting’s share page with Open in Bot.
- Add Perf Reporting in Bot.
- Start a chat with Perf Reporting, then review what it produces and check any factual claims.
3Use it
Shared by Cameron Orzen. Open it in Bot to start using it.