Maintain your monthly portfolio review instead of rebuilding it.
The sample review compares last month with this month. Set this month's equity return and see value, contribution by holding and the commentary update.
Previous vs current period
- Last month value
- $1,000,000
- This month value
- $1,016,785
- Change
- +1.68%
| Holding | Contribution |
|---|---|
| Large-cap US equity fund | +1.26% |
| Intermediate Treasury fund | +0.00% |
| Investment-grade credit fund | +0.07% |
| International equity fund | +0.35% |
| Cash | +0.00% |
Review · what changed
The portfolio gained $16,785 this month, driven by equity funds (55% combined weight). Bond and cash holdings were unchanged in this sample month.
Review next: equity weight is now 55.6% vs a 55% starting allocation.
What it produces
Period comparison, contribution by holding, what changed and what to review next.
What changes on the next run
- Closes the period from connected accounts
- Compares against the saved prior period
- Drafts commentary only for material changes
Use your own work
Bring the report, workbook or deck you already use. MO keeps your format and fixed disclosures and saves the method so the next version starts updated. Included in Desk.
Questions
Can I keep my own format?
Yes. Sections and wording you approve become the saved method for every future month.