Portfolio Reporting
August 17, 2026
Know what your trading has actually produced
I build custom reporting systems for active traders with options, multiple accounts, multiple currencies, or publishing needs that standard portfolio trackers do not handle cleanly.
Custom work makes sense when the data, calculations, benchmark, or recurring output requires a tailored system.
Potential project scope
- Transaction-history cleanup and reconciliation
- CAD time-weighted returns
- S&P 500 Total Return or custom benchmark comparison
- Trading-cost and currency attribution
- Drawdown and risk reporting
- Automated monthly performance reports
The exact scope depends on the brokerage exports, account structure, transaction volume, and reporting goal.
Example
My own public performance record shows the type of output I build: recurring portfolio and benchmark returns, drawdowns, return drivers, risk measures, and monthly PDF records. The accompanying notes document mistakes, judgment, and process changes.
Working arrangement
A short fit conversation is free. If the project appears viable, a two-hour, $200 CAD diagnostic reviews the available exports, identifies data gaps, and defines the build.
Custom work is $100 CAD per billable hour and scoped before it begins. A typical initial build may require 10–20 hours, or $1,000–$2,000 CAD, depending on complexity. The diagnostic is meant to prevent either side from committing to a larger project that does not make sense.
This service covers portfolio measurement and reporting systems. It does not include investment advice, security recommendations, portfolio management, or custody of assets.