Private Reporting
A powerful online investment reporting tool.
Want to drop a line?
Track your investments.

Consolidate assets

No asset constraint
Add listed products (share, fund, bond...) & unlisted products (jewellery, property, private equity, art...).
Extensive price history
Get 10 years of historical data plus corporate events (splits, dividends).
Unlimited accounts
Add as many portfolios and accounts as you like. Any currency, any asset class.
Multiple members
Manage different members (spouse, kids, friends, acquaintances...) under one unique account user.

Customize reports

Multiple documents
Choose the document that makes sense to you: Breakdown, Snapshot, Revenues, Fees, Performance...
Any time frame
Select the time period and combination of portfolios on any report.
Product customisation
Determine the benchmark, classification (industry, asset class, location) and identification (ISIN, SEDOL, Ticker...) of your products.
Personalised display
Customise the layout of your watchlist, dashboard panels, chart, reports and transaction lists.

Improve performance

More granular
Know how your investments perform to the smallest granularity. No wondering anymore !
More pro-active
Become pro-active with a sophisticated yet simple to use reporting tool. So, you know which questions to ask.
More reactive
Computations are done automatically for you. You are always up-to-date, available anytime, anywhere.
More efficient
Analyse better and faster to focus on the most important that lie ahead.
BEAUTIFUL. INTUITIVE. POWERFUL.
  • Dashboard
    Dashboard

    - This is your 'control center'. Stay informed with up-to-date information that is most important to you.

    - Exactly as you need into a customizable homepage of 10+ panels.

    - You get a clear executive summary of all the major investment information you need.

    - Plus, you can customise the layout and panels; so you see your data exactly the way you want.

  • Products
    Products

    - No constraint: You want a product, you add a product.

    - Available securities include listed shares, funds, bonds, indices, rates, commodities, currencies and unlisted securities.

    - Yes, you can also add unlisted financial instruments like private equity, jewellery, art...

    - Mainstream assets get 10 years of data and automatic dividend recognition and corporate action details (split, consolidation).

  • Report
    Report

    - Customize reports to your specific date and accounts requirements.

    - Any combination of portfolios/accounts.

    - Available reports include: Snapshot, Holdings, Performance, Allocation, Positions, Fees, Breakdown.

    - You can customise each report settings and group your positions the way you want (filter, sort, category).

  • Apple Store
    Apple Store

    - Private Reporting is now available on the App Store.

    - Enjoy a beautiful, intuitive design for an amazing experience.

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VERSATILE. RESPONSIVE. FLEXIBLE.
TESTIMONIALS.
client 1
“I am impressed by their attention to every little detail. After a few months of testing financial reporting platforms, I have found Private Reporting very reliable and very capable... I am glad my Excel days are over! Highly recommended for private investors willing to be on top of their finances.”
Renzo
client 1
“Private Reporting is something I have been wanting for years. Once I had my settings and layout customised the way I like, I literally felt in control of all my investments. At last!”
Pauline
Private Investor
client 1
“I find Private Reporting extremely useful. Now, I know exactly what is going on my portfolios. My MS Excel days are definitely over; I am glad I came across this reporting tool. Highly recommended!”
Harry
Private Investor
client 1
“Private Reporting, what a great product, I can effectively and efficiently track and maintain all my investments in one location. The service from the team that has developed this model has been great!!!”
Matt
Private Investor
client 1
“Beautifully designed. Amazing value for money when you compare with alternative solutions. I wish I had subscribed sooner!”
Alexis
IDI Investments
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12-Month Free Trial Included
You can stop your trial anytime.
You'll be charged AFTER your 12-month free trial.
You can upgrade/downgrade anytime.
You have full-feature access.

BasicPlan


US$20Monthly
1
2
Unlimited
200
Member
Portfolios
Accounts
Products

PremiumPlan


US$50Monthly
3
12
Unlimited
500
Members
Portfolios
Accounts
Products

SilverPlan


US$100Monthly
8
30
Unlimited
1,000
Members
Portfolios
Accounts
Products
For professional pricing request, please contact us.
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