Monthly performance & attribution report

Desk seat: Ops / Journal / Reporting

The problem

You can't tell skill from luck without attribution.

What the agent does

Summarizes the month's results by holding, sector and decision type vs a benchmark you choose.

Copy-paste prompt

Here is my monthly portfolio data [paste/attach] and benchmark [name]. Summarize return vs benchmark, contribution by holding and sector, and how much came from decisions made this month vs prior holdings. Note limitations. Do not give buy/sell/hold advice or price targets; label facts vs. inferences and cite sources.

Works with

ChatGPT, Claude, or any similar assistant.

Linked tools

Sharesight: Portfolio performance and dividend tracking
Portfolio Visualizer: Backtests, correlation and drawdown analysis

Linked roles

Performance Coach, Data Checker

Limitations

Attribution is approximate. AI can be wrong, so verify before relying on any output.

Source

Sharesight

Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.