Example Reports


The following are some example reports generated by Captools/net.  These are just a small sub-set of what can be generated by Captools/net since each report has access to many more data fields than can be displayed upon the space of a page.  You additionally have the ability to add logos, edit labels, fonts, backgrounds, spacings, etc. to produce your own genuinely unique report which represents your firm.


Cover Page


Client Memo




Allocation Charts


Holdings by Class


Holdings by Group


Family Holdings by Type


Family Holdings by Type & Account


Income by Category


Expenses by Category


Income Forecast


Fee Invoice


Positions by Lot


Portfolio ROI Performance


Serial ROI Performance


Cumulative ROI Performance


Realized Gains


Value Growth Charts


Sample Quarterly Report