What’s inside the Investment Portfolio Report.
14 pages with real content in place. Rewrite them, reorder them, or add your own.
- 1Page 1A white cover with the quarter's verdict as the title and a thin navy line of growth since inception against the benchmark
- 2Page 2Summary: four numbers against the benchmark or limit with a status, a note from the adviser and the decision needed
- 3Page 3Goals against results: each goal in the mandate with target, actual and status
- 4Page 4Performance: returns over four periods against the benchmark and the twelve-month line
- 5Page 5What drove returns: the quarter's return split by asset class
- 6Page 6Asset allocation: each asset class against its target and agreed range
- 7Page 7Holdings: the ten largest positions with value, weight and quarter return
- 8Page 8Income and cash flows: income each quarter against the distribution, and twelve-month totals
- 9Page 9Risk: volatility against the limit, the largest fall since 2022 and the drawdown chart
- 10Page 10Markets: what happened, what it means for the trust and market returns in the quarter
- 11Page 11What we did: the quarter's trades and distribution as a timeline, and the meetings held
- 12Page 12What worked and what didn't: three wins, and two misses with their cause and fix
- 13Page 13Outlook and actions: the house view and three proposed changes with owner, date and expected effect
- 14Page 14Important information: how we measure, a glossary, the risk warning and the adviser team's contacts
When to use it.
Investment Portfolio Report is a 14-page quarterly report from a wealth manager or financial adviser to a private client. It covers returns against the benchmark over four periods, the goals in the mandate, what drove returns, allocation against target ranges, the ten largest holdings, income and distributions, volatility and drawdown, markets and the quarter's trades. It closes with what worked, the house view, three proposed changes and the risk warning. Navy hairlines, a dashed benchmark line and one chart or table per page give it the restraint of a private bank.
Made for
- Agencies reporting to clients
- Consultants and freelancers
- Founders updating a board
- Teams sharing results
Make it yours in four steps.
Open it in Reports and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Change the client, the quarter and the verdict on the cover.
- Step 2
Enter returns, allocation, holdings and income from your portfolio system.
- Step 3
Rewrite the adviser's note, the markets page and what worked and what didn't.
- Step 4
Set the house view and proposed changes, check the important information, then share the report as a link or PDF.
Start from the Investment Portfolio Report now.
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Is the Investment Portfolio Report template free?
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Can I change the colours, fonts and text?
Yes, all of it. The template uses Manrope with #ffffff, #102347, #9fb0c9, #dde2ea, #f3f5f8, and you can change any of them, rewrite every word and add or remove pages.
What can I export it as?
Reports in Docsiv offers: Report pages with charts, PDF and HTML exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the investment portfolio report for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
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