Welcome to your Personalized Financial Reports page. Here, you can access a comprehensive set of reports that give you a clear and up-to-date picture of your financial health. Whether it’s investment performance, goal progress, or tax efficiency, our detailed reports are designed to help you make the best financial decisions.
Secure Access to Your Reports
Log in to your InvestLogical account using your credentials. This ensures that your data is secure and accessible only to you.
Select Your Report Type
From the dashboard, select from a range of available financial reports. You can choose one or multiple reports for a holistic view.
View Interactive Charts & Data
Each report includes interactive charts and graphs, including pie charts, line graphs, and performance trackers.
Download Reports for Analysis
Once you’ve reviewed your performance online, you can download a detailed PDF or Excel report for offline analysis.
