AI Financial Report Generator
Upload your Excel or CSV data and generate professional, client-ready financial reports with consistent tone, structure, and analytical depth — powered by LLM.
Portfolio SummaryPerformance ReviewMarket CommentaryClient LetterRisk Report
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Designed for institutional & wealth management use
This tool is built for financial advisors, portfolio managers, RIAs, and wealth management firms who need to generate client-ready reports from structured portfolio data. If you are a retail trader looking to analyse your own trades, the AI Stock Analyzer or AI Backtester may be more suitable for your needs.
📂 Upload Data File
Drop your file here or click to browse
Supports .xlsx, .xls, .xlsm, .csv — max 20 MB
⚙️ Report Configuration
How it works
- 1Upload your Excel or CSV file with financial data
- 2Select the report type and configure firm/client details
- 3AI parses your data, runs QC checks, and extracts metrics
- 4LLM generates each section with consistent tone and structure
- 5Download the finished report as Markdown or plain text
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Your report will appear here
Upload a file and click Generate Report to get started