Produce your client portfolio reports from one set of numbers.
Start with a completed sample report. Change the scenario and watch the exposure table, scenario result and commentary update together — no copy-paste between spreadsheet and document.
Workbook · scenario (equities -15%, rates +50bp)
| Holding | Weight | Return | Contribution |
|---|---|---|---|
| Large-cap US equity fund | 42% | -15.0% | -6.30% |
| Intermediate Treasury fund | 25% | -3.3% | -0.81% |
| Investment-grade credit fund | 15% | -5.9% | -0.88% |
| International equity fund | 13% | -13.5% | -1.76% |
| Cash | 5% | +-0.0% | +-0.00% |
| Portfolio | -9.75% |
Client report · commentary
Under a 15% equity decline with rates 50bp higher, the portfolio would change by -9.7%. The largest contributor is the large-cap us equity fund (-6.30%). Treasury and credit funds do not offset the equity loss here because rates also rise.
Method: equity beta × shock − duration × rate move. Sample holdings, not a recommendation.
What it produces
Client report: allocation, scenario impact by holding, plain-language commentary, method and sources.
What changes on the next run
- Pulls each client's current holdings
- Recomputes scenario impact on the saved scenarios
- Flags commentary sentences whose numbers changed
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 each client get a different report?
Yes. Research is shared; each portfolio's calculations and commentary are computed separately.
Where do holdings come from?
Connected brokerage accounts or uploaded positions. Private client data never appears on public pages.