Vyzer offers a variety of exportable reports to help you manage and analyze your financial data. Each report is designed to provide clear and actionable insights into different aspects of your portfolio. Below is an overview of the available reports:
Balance Sheet: The Balance Sheet report gives a detailed overview of your financial standing. You can generate it for your entire portfolio or focus on specific entity for a more detailed analysis of individual investments.
Personal financial statement: The PFS is a structured document designed to meet the requirements of lenders or other financial institutions. It provides a comprehensive representation of your financial data (Read more here).
General export: With the General Export option, you can export all your financial data into a convenient spreadsheet format. This allows you to access and analyze your data outside the platform, offering greater flexibility.
Custom reports: Custom Reports are exclusively available to Elite Tier customers. These reports can be tailored to your unique requirements, providing robust insights and flexibility to match your specific financial needs.
Commitments Report: The Commitments Report offers a professional summary of your capital commitments, including a clear visual breakdown of called and uncalled capital. This report is essential for effective tracking and planning of capital calls (Learn more here).
Additional Reporting Options
In the My Portfolio section, each view has built-in reporting capabilities. Simply click the three dots in the top-right corner of any screen to export specific reports for that view. This feature provides even more control over your financial data.
Vyzer’s flexible reporting options make it easy to analyze and share your financial data in the way that works best for you. Whether you’re tracking investments, preparing for financial reviews, or managing commitments, Vyzer has you covered.