Portfolio summary report

We just widely released this report, with some awesome work from my long-time friend and collaborator Connor.

This report takes what's traditionally a ton of Excel files and raw data, and summarizes it into a human-readable format, with real insights. It can be optionally exported as a 1-pager, ideal for folks who want a quick glimpse into how a portfolio is performing, with some really clear graphs and summarizations of performance.

I went through a ton of reports that other institutions and mineral managers had put together for our customers in the past, and found a lot of raw data, but, especially from the boutique end, also more custom commentary on performance, which we've been able to replicate with software.

Had a lot of fun with this one, but PDFs remain a constant challenge... Print is hard.