Calm, Comparable Portfolio Reviews
Portfolio statements across quarters become comparative tables — best quarter, growth over time, and debt‑equity ratio — while you’re still on the call.
Context
Wealth desks juggle FD statements, PF passbooks, insurance policies and brokerage reports. Manually consolidating performance across quarters eats time and attention — especially in unscheduled client calls.
Approach
Upload PDFs and spreadsheets as‑is. Tabulate builds comparative tables by portfolio and quarter, computes deltas, and surfaces the best quarter automatically.
Notes stays source‑linked, so every figure is traceable to page and paragraph — ideal for quick, confident answers.
Outcome
Immediate, on‑call clarity: growth over time, top‑performing quarters, and current debt‑equity ratios.
“It instantly generated a table contrasting the performance across different portfolios as well as highlighting the best quarter and the growth over time. Suit was also able to generate the debt‑equity ratio within the portfolio.”
— Sunil Nahar, Founder, Common Wealth Advisors