Transform your trading platform, QuickBooks, portfolio, and financial dashboard screenshots into professional financial reports with AI-powered analysis and custom branding.
Upload screenshots from any financial platform - our AI understands them all
Real examples of reports generated from financial screenshots
From your trading platform or investment dashboard screenshots
AI Analysis: Portfolio shows 45% stock allocation with good diversification. Consider rebalancing with higher bond allocation for risk management.
From your financial dashboard or accounting software screenshots
AI Analysis: Strong 60% year-over-year growth with consistent quarterly increases. Q4 shows accelerating momentum toward $2M annual revenue target.
Powerful features designed specifically for financial professionals
Transform trading platform and portfolio screenshots into comprehensive investment reports
Convert financial dashboard screenshots into detailed revenue and profit analysis
Turn budget and expense screenshots into financial planning and variance reports
Analyze cash flow screenshots to create liquidity and working capital reports
Convert portfolio screenshots into asset allocation and diversification analysis
Transform risk dashboard screenshots into comprehensive risk management reports
Real scenarios from wealth managers, financial advisors, and investment professionals
Challenge: Wealth manager with 200+ client portfolios needs quarterly performance reports.
Solution: Upload portfolio screenshots from trading platforms and performance dashboards.
Result: Professional client reports with asset allocation analysis, performance attribution, and personalized investment recommendations.
Challenge: Investment firm needs monthly committee presentations with market analysis and fund performance.
Solution: Upload Bloomberg Terminal, fund performance, and market data screenshots.
Result: Executive-level presentations with market insights, risk analysis, and strategic allocation recommendations for decision-making.
Challenge: Risk manager analyzing portfolio exposure across multiple asset classes and geographic regions.
Solution: Upload risk dashboard screenshots and exposure analysis data.
Result: Comprehensive risk reports with VaR analysis, correlation matrices, and diversification recommendations for risk mitigation.
Why professional financial reporting drives better investment outcomes
Financial advisors using regular performance reporting make 84% more informed investment decisions for their clients.
Portfolios with systematic reporting and analysis achieve 1.8x better risk-adjusted returns over time.
Financial advisors providing regular, professional reports see 92% higher client satisfaction and retention rates.
Average monthly hours saved by financial professionals automating their reporting and analysis workflows.
Everything you need to know about creating financial reports
Our AI works with trading platforms like TD Ameritrade, E*TRADE, Fidelity, accounting software like QuickBooks, Xero, financial dashboards, Bloomberg Terminal, portfolio management tools, and any platform displaying financial data.
Our AI extracts portfolio allocations, performance metrics, P&L statements, and trading data. It calculates returns, identifies trends, analyzes risk metrics, and generates insights for investment decisions and financial planning.
Yes! We use bank-level encryption and enterprise security. Your financial screenshots are processed securely and never stored permanently. All reports maintain confidentiality and comply with financial data protection standards.
You can create portfolio performance reports, trading analysis, budget variance reports, cash flow analysis, investment summaries, risk assessments, and comprehensive financial dashboards with interactive charts.
Yes! You can create separate brand profiles for different portfolios or clients, each with custom branding, and generate unlimited reports with professional formatting for client presentations or internal analysis.
Our AI extracts financial data with 95%+ accuracy, recognizing various formats including tables, charts, and dashboard layouts. It handles currencies, percentages, and complex financial metrics automatically.
Join financial professionals creating comprehensive reports in seconds