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Reports & Analytics

Reports in StocksBoard let you analyze your portfolio with custom pivot tables and views. Create visualizations that answer questions like:

  • What's my allocation by asset class?
  • How have my accounts performed over time?
  • Which securities are my largest positions?
  • What's my dividend income by account?

Creating a Report​

Method 1: Quick Reports​

  1. Navigate to Reports from the menu
  2. You'll see pre-built report templates:
    • Holdings by Account
    • Holdings by Asset Type
    • Account Performance
    • Dividend Summary
  3. Tap any report to view it immediately

Method 2: Custom Reports​

  1. Go to Reports
  2. Tap Create Custom Report or the "+" button
  3. Configure your report:

Report Configuration​

Step 1: Choose Your Data Source​

  • Holdings: Current positions and values
  • Transactions: Historical transaction activity
  • Accounts: Account-level summaries
  • All Data: Combined portfolio view

Step 2: Set Up Rows​

Rows determine how your data is grouped. Common row options:

  • Account: Group by account
  • Asset: Group by security
  • Asset Type: Group by category (stocks, ETFs, etc.)
  • Date: Group by transaction date
  • Sector: Group by industry sector (when available)
  • Custom Field: Group by your own categories

You can have multiple row levels (nested/hierarchical grouping).

Step 3: Set Up Columns​

Columns determine what metrics are calculated:

  • Value: Current market value
  • Quantity: Number of shares
  • Cost Basis: Original purchase price
  • Gain/Loss: Unrealized gain or loss
  • Return %: Percentage return
  • Dividend Income: Total dividends received
  • Count: Number of transactions
  • Average Price: Average purchase price

Step 4: Add Filters​

Filter your report to show only relevant data:

  • Account: Show specific accounts
  • Date Range: Show transactions within a time period
  • Asset Type: Show only certain security types
  • Holding Status: Show only open positions, closed positions, or both

Step 5: Name & Save​

  1. Enter a meaningful name for your report
    • Examples: "Tech Holdings 2024", "Dividend Income by Account"
  2. Choose to:
    • Save as Template: Reuse this report configuration
    • Save as View: Create this report once
  3. Tap Save

Working with Reports​

Viewing Your Saved Reports​

  1. Go to Reports
  2. Your saved reports appear in the list
  3. Tap any report to view the pivot table
  4. Swipe/scroll to see all rows and columns

Editing a Report​

  1. Open the report you want to modify
  2. Tap the Edit button (pencil icon)
  3. Change:
    • Row/column configuration
    • Filters
    • Metrics displayed
  4. Tap Save to update

Duplicating a Report​

  1. Select a report
  2. Tap Duplicate
  3. Edit the copy as needed
  4. Save with a new name

This is useful for creating variations on existing reports.

Exporting Report Data​

  1. Open a report
  2. Tap Export or the share icon
  3. Choose format:
    • CSV (for Excel analysis)
    • PDF (for printing/sharing)
    • Image (for sharing/viewing)
  4. Share or save the file

Common Report Examples​

1. Asset Allocation Report​

Purpose: See what percentage of your portfolio is in each asset

Configuration:

  • Rows: Asset
  • Columns: Value
  • Format: Show as percentages
  • Filter: Only open positions

Result: "Tech: 45%, Energy: 20%, Real Estate: 35%"

2. Performance by Account​

Purpose: Compare how your accounts are performing

Configuration:

  • Rows: Account
  • Columns: Cost Basis, Current Value, Gain/Loss %, Return %
  • Filter: None

Result: Table showing which accounts are up/down and by how much

3. Dividend Income Tracker​

Purpose: Monitor dividend income over time

Configuration:

  • Data Source: Transactions (filter for dividends)
  • Rows: Date (by month), Asset
  • Columns: Amount, Count
  • Filter: Type = Dividend

Result: "June: $240 from 5 dividends, July: $260 from 6 dividends"

4. Holdings Concentration​

Purpose: See if any positions are too large

Configuration:

  • Rows: Asset
  • Columns: Value, Value %
  • Sort: By Value % (descending)
  • Filter: Account = All

Result: Identifies your top 10 positions by percentage

5. Corporate Actions Review​

Purpose: Track all stock splits, mergers, and adjustments

Configuration:

  • Data Source: Transactions
  • Rows: Asset, Date
  • Columns: Type, Old Quantity, New Quantity
  • Filter: Type in (SPLIT, MERGER, SPINOFF)

Result: History of all corporate actions affecting your holdings

Report Tips​

  • Start simple: Create basic single-level reports before complex nested views
  • Save templates: Create templates for reports you use regularly
  • Date ranges: Use filters to focus on specific time periods
  • Nested grouping: Create hierarchical views like "Account → Asset → Symbol"
  • Regular review: Set up weekly/monthly reports to track progress
  • Comparisons: Create identical reports for different date ranges to track changes

Performance Metrics Explained​

Cost Basis​

  • Total amount you paid for all shares (not including current market price)
  • Used to calculate capital gains

Unrealized Gain/Loss​

  • Difference between current value and cost basis
  • Only applies to open positions

Return %​

  • Percentage gain/loss on your investment
  • Formula: (Current Value - Cost Basis) / Cost Basis × 100

Yield​

  • Annual dividend income as a percentage of current value
  • Used for income-focused strategies

Limitations & Considerations​

  • Real-time pricing: Reports reflect prices as of the last update
  • Date boundaries: Some metrics may not calculate correctly for partial time periods
  • Currency: Reports show values in the account currency
  • Closed positions: By default, closed positions are excluded (unless filtered in)

Next Steps​

  • Create your first custom report
  • Set it as a favorite to access quickly
  • Export reports for external analysis
  • Review reports regularly to track portfolio progress