Professional Investment Presentations Made Easy
Transform your portfolio data into professional presentation slides for investment committee meetings. Upload your Excel data, choose a template, and generate beautiful slides with charts and analytics.
Excel File Parsing
Automated Analytics
Professional Templates
Export Ready
Create Your Presentation
1
Upload Data
→
2
Select Template
→
3
Generate Slides
Step 1: Upload Portfolio Data
Drop Excel File Here
or click to browse (.xlsx, .xls files)
Processing file...
File Uploaded Successfully!
Required Excel Data Structure
Required Sheets:
- • Holdings (portfolio positions)
- • Performance (returns data)
Optional Sheets:
- • Trades (transaction history)
- • Managers (external managers)