Vyzer

At Vyzer, we provide you with the capability to generate comprehensive reports about your financial portfolio. In the 'Reports' section, you can effortlessly generate and export various types of reports:

Balance Sheet: tailored either for your entire portfolio or for specific entities. This flexibility allows for a deeper understanding of your individual investments.

Personal financial statement: A structured document, tailor made to enable easy representation of your financial data for lenders and other PFS requirements (<a href="https://help.vyzer.co/en/articles/8837505-personal-financial-statement-pfs">Read more here</a>)

General export: Export all your data into a convenient spreadsheet, ensuring that you can access your financial information outside of our platform, if required.

Custom reports: Reserved for our Elite Tier customers, this is a robust set of reports based on the unique requirements of each customer.

1. Balance Sheet: tailored either for your entire portfolio or for specific entities. This flexibility allows for a deeper understanding of your individual investments.
2. Personal financial statement: A structured document, tailor made to enable easy representation of your financial data for lenders and other PFS requirements (<a href="https://help.vyzer.co/en/articles/8837505-personal-financial-statement-pfs">Read more here</a>)
3. General export: Export all your data into a convenient spreadsheet, ensuring that you can access your financial information outside of our platform, if required. 
4. Custom reports: Reserved for our Elite Tier customers, this is a robust set of reports based on the unique requirements of each customer.

Beyond the dedicated 'Reports' section, each view within the 'My Portfolio' section also has reporting capabilities. By clicking on the three dots located at the top right of each screen, you can generate specific reports for that particular view. This means that the control and comprehenion of your financial information is always at your fingertips.