Portfolio Reporting

No more long nights reviewing account details and preparing reports. With CircleBlack’s AI-Powered Portfolio Reporting & Insights, advisors can generate informative, easy-to-understand client performance and macroeconomic commentaries in just minutes. Enhance client engagement while providing yourself with all the necessary information you need to prepare and deliver detailed analysis and actionable insights right at your fingertips.
Experience the difference
AI-Powered Performance Reporting & Insights

Generate account summaries in minutes

40%

reduction in report preparation time

20%

reduction in inbound client questions

10 hrs

saved on report preparation quarterly

Generate account summaries in minutes

40%

reduction in report preparation time

20%

reduction in inbound client questions

10 hrs

saved on report preparation quarterly

Practical, personalized portfolio management that doesn’t take hours—enhanced by AI

INVESTMENT ANALYSIS COMING SOON

Analyze complex portfolios with CircleBlack AI summaries

Cut down your investment research and analysis hours and generate customized portfolio summaries for individual clients in seconds. Highlight key investment opportunities, identify risks, and see the impact of trends specific to each client's unique financial situation.
DATA ANALYSIS COMING SOON

Automate data analysis and benchmarking

Automatically pull market data such as economic trends, inflation, and interest rates into portfolio reports. Compare portfolio performance against the broader market and break down performance drivers for clients on the spot—all within one platform and on one screen.
PERFORMANCE REPORTS COMING SOON

Personalize reports with our AI-powered portfolio assistant

Generate portfolio summaries that highlight performance drivers in seconds alongside detailed breakdowns that expand on key points. Use reports to lead engaging meetings that better address client concerns, saving you hours spent on follow-up questions.
Diversified Capital Group
Being able to give clients a tactical report, where they understand the data, how it impacts their portfolio, and how it fits the goals of their investment plan gives them something of lasting value, something they can walk away and use.
Tom Toth
Founder
Toth Capital Management

Frequently asked questions

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Do you calculate position-level performance?

Yes. CircleBlack offers performance calculations by household, account, position, and asset class.

What kind of performance benchmarks can you create?

There are several benchmark options and blended benchmarks available.

How does CircleBlack calculate performance?

CircleBlack uses the “dollar-weighted return” or (money-weighted return) methodology to reflect the actual gains or losses from your investments (instead of using a “time-weighted return” methodology to weigh each period equally.)

Firms and advisors can change the calculation methodology to “Time Weighted” in Advisor Preferences and Household Preferences. You can calculate performance by gross or net of advisory fees.

How complex is CircleBlack to use?

CircleBlack is intuitive to navigate and easy to use. And if you ever feel stuck, you can contact your dedicated Customer Success rep for additional support.

How quickly can I get started with CircleBlack?

We’ll schedule your first onboarding call a few days after you sign the agreement. After, system access varies by custodian but typically takes a few weeks. However, we can add ‘dummy data’ into the platform to get you started faster.

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