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Performance Reporting Monthly

Generate monthly portfolio performance reports with benchmarking, attribution analysis, and trend visualization.

Complexity: Moderate | Duration: 15-30m | Category: Finance/Investment

Tags: performance reporting benchmarking attribution monthly

Workflow Diagram​

Steps​

Step 1: Data Aggregation​

Agent: data

analyst - Collect month-end positions, transactions, cash flows

Step 2: Return Calculation​

Agent: financial

analyst - Calculate time-weighted and money-weighted returns

Step 3: Benchmark Comparison​

Agent: financial

analyst - Compare vs S&P 500, target allocation benchmarks

Step 4: Attribution Analysis​

Agent: financial

analyst - Break down returns by asset class, sector, security

Step 5: Risk Metrics​

Agent: financial

analyst - Calculate volatility, max drawdown, risk-adjusted returns

Step 6: Visualization​

Agent: visualization

specialist - Create charts for returns, allocation, trends

Step 7: Report Assembly​

Agent: documentation

writer - Compile PDF report with executive summary

Step 8: Distribution​

Agent: notification

specialist - Email report to stakeholders

Usage​

To execute this workflow:

/workflow finance/investment/performance-reporting-monthly.workflow

See other workflows in this category for related automation patterns.