A demo built by Secure23 AI Services Contact
Super Amazing Fund Management

Fund report (short)

Sections render in this order. One with no data behind it is left out rather than printed empty.

This is the built-in template, and it stays as it is so there is always a layout that works. Saving will create your own copy of it.

Running order

Title block Always included

The fund name, the manager, the period and the benchmark. Where the logo appears.

Fund returns

Fund against benchmark, and the excess, by period.

Macro drivers

Rates, FX, inflation — the conditions the period ran in.

Market reactions

How the market received what the holdings published.

Commentary

The written sections — market commentary, attribution, outlook.

Sector table (combined)

Attribution and positioning for the same sectors in one table — weight, active weight, allocation, selection and total effect together, matching Booster's own attribution export rather than the app's original two-table split.

Country table (combined)

Same combined layout as the sector table, by country.

Holding table (combined)

Same combined layout as the sector table, by holding.

AI use and human review Always included

The standing statement about what the model wrote, what it was never asked, and that a person reviews and approves before anything is issued. Its wording is fixed and follows what the report actually contains. Cannot be removed.

Footer Always included

The closing line. Its wording is yours, but the generation date is always appended. Cannot be removed.

Sections already in the running order are not offered twice. Your own text can appear as many times as you like.

Branding

Must be installed where the document is opened, or Word substitutes.

Footnote markers, AI labels, the subtitle.

Leave empty to use the bundled logo. It prints about 4cm wide.

Generating report

This can take a couple of minutes when AI drafting is enabled, since each holding is researched live.