Overview

CircleBlack AI’s first priority is eliminating the manual lift you face in preparing, organizing, and presenting client portfolio data. Today, you must cross-reference performance data with trusted financial and macroeconomic sources such as Barron’s or the Financial Times and manually weave that context into client-ready reports.

To solve this challenge, CircleBlack AI introduces the Portfolio Agent—automating the transformation of raw portfolio data into rich, contextual insights. These capabilities enable advisors to instantly generate reports that connect portfolio performance with broader market dynamics, eliminating the manual work of research and synthesis.

Performance Summaries: The Portfolio Agent streamlines performance analysis by automatically evaluating a client’s portfolio, drawing insights from preferred sources, contextualizing performance drivers, and generating a complete client-ready report in minutes.

Macroeconomic Summaries: The same intelligence that powers performance analysis extends to macroeconomic outlook. From interest rates and inflation to geopolitical events, the Portfolio Agent explains how external forces influence key portfolio positions—integrating these insights into polished, client-ready reports within minutes.

See it in Action 

Step 1: Navigate to the Report Page

From the primary navigation, select “Report”.

Step 2: Find Performance Reports 

On the “Report” page, locate “Performance Reports” in the bottom-right corner.

Step 3: Select Report 

Click the “Select Report” button within the “Performance Report” tile to begin generating a report. This opens the Performance Report Editor, where you can configure the report’s content and settings.

Step 4: Select Next

No action is needed here — simply select Next.

Step 5: Choose Household/Account  

Within the performance report workflow, select the household for which you’d like to generate a report. To customize the report, you can switch to the “Accounts” tab and choose specific accounts to include. When finished, select “Next” to continue.

Step 6: Configure the Performance Report with “Performance Summary” and “Macroeconomic Summary”

Within the editor, you will see the options to configure the “Performance Summary” section. The section comes pre-checked, so all you need to do is review and ensure that the boxes you want to include are selected. Available options include:

• Portfolio Activity Summary
• Performance Explanation
• Commentary
• Looking Ahead

Within the editor, you will also see the options to configure the “Macroeconomic Summary” section. The section also comes pre-checked, so all you need to do is review and ensure that the boxes you want in the report are selected. Available sections include 

• Broad Overview
• Equities
• Fixed Income
• Currencies and Commodities
• Interest Rates
• Geographies
• Looking Ahead 

Once finalized press “Next” and CircleBlack’s Portfolio Agent will generate commentary tailored to those selected sub-sections.

Step 7: Set Page Order

Before generating the report, you’ll be prompted to arrange the order of its sections. Use the drag-and-drop handles (highlighted in red) to organize pages such as Portfolio Overview, Multi-Period Performance, Asset Class Analysis, and Holdings in your preferred order.

Step 8: Save Default Order

You can also save your arrangement as the default order for future reports.

Step 9: Generate Report

When you’re ready, click “Generate” to produce your Performance Report.