Review Presentation Generator

Client portfolio review

Enter the review details below and generate a formatted, client-ready PDF. Nothing you type is saved or transmitted — it lives only in this browser tab until you close it.

Review details

Client name

Review period

Prepared by

Opening value USD

Closing value USD

Net contributions USD

Portfolio summary

Performance figures

Asset allocation

Notes & recommendations

What you'll get

A multi-page PDF with the Propositum cover, a performance summary, your allocation table, and notes — formatted in brand colors and ready to share or print.

Branded cover with client name & period
Opening / closing value & period change
Performance figures table
Asset allocation with proportion bars
Notes & the compliance disclaimer

For illustrative purposes only. This document is generated from the figures you enter and does not constitute investment, tax, or legal advice. Values are estimates based on the inputs provided and are not a guarantee of future performance. Clients should consult a qualified professional before making decisions.