How to download a report?
Asora allows users to generate different types of reports from the Activity Section. Some examples include Portfolio Performance and Net Worth (Wealth) reports. These reports can be exported in either Word or PDF formats, providing users with the freedom to customize the report's structure. You can personalize the names of these reports on the platform to align with your preferences, and these edited names will be saved and visible to all other users within your account. Furthermore, users have the option to tag these reports for easy access when searching for specific tags. All reports have will be exported with your logo on the top right corner, if set up. If not, it will be exported with Asora's logo.
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Wealth Reports
These reports enable users to export net worth summaries for selected owners(persons/entities). When generating a wealth report, you have the flexibility to specify the owner(s) for whom you wish to export net worth details, choose the reporting currency, select a date range, and opt for your preferred report format (Word or PDF).
The video below shows how a wealth report can be generated:
The Wealth report includes an overview of the total net worth of the owners for the selected period, a summary of assets by asset classes, and a detailed section of each instrument held by the owner during the given period with its opening and closing balance and the change in its values during the period.
Sample Wealth reports are available to be downloaded below for reference:
Wealth Report - Word Format
Wealth Report - PDF Format
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Portfolio Performance Reports
A portfolio performance report provides a summary of one or more selected portfolios during a specified time frame, comparing their performance to a selected benchmark. When generating a portfolio performance report, you have the option to select the portfolio(s) for which you wish to export details, choose the reporting currency, designate benchmark(s) for assessing portfolio performance, define a date range, and specify the report format (Word or PDF).
Please note that for performance metrics to be included in the report, the contribution analysis has to be toggled on for the portfolios which can be done by navigating to Datahub > Data Quality > Portfolios > Toggle the contribution switch on.
A portfolio performance report includes a snapshot of the make of the portfolio by different asset classes along with their performance indicted by metrics such as Return % and Contribution %. There is also an editable commentary box that can be used to add any comments by the users when exported in the Word format. A section of the report is dedicated to a comparison of the portfolio's performance with that of a selected benchmark for the chosen time frame. A summary of the portfolio performance by asset class is also included in the report with their opening balance, cashflow, closing balance, net income, and other metrics. The report then includes a detailed table of every instrument within the portfolio with their performance metrics such as opening balance, closing balance, cash flow, returns, and so on.
Sample Performance reports are available to be downloaded below for reference:
Portfolio Report - Word Format
Portfolio Report - PDF Format
If there are any specific reports that you would like to see on Asora, please feel free to let us know at support@asora.com.