Templates

Investment Portfolio Scorecard

Open Graph

Turn portfolio performance into a polished scorecard with an overall grade, supporting metrics, and a concise summary investors can understand at a glance.

Finance Scorecard
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Investment Portfolio Scorecard preview

Example Parameters

{
  "score1": {
    "color": "#007a56",
    "title": "Return",
    "value": "\u002B8.2%"
  },
  "score2": {
    "color": "#b45309",
    "title": "Risk",
    "value": "Med"
  },
  "score3": {
    "color": "#006da3",
    "title": "Diversification",
    "value": "82"
  },
  "summary_text": "Summary: Balanced allocation with strong recent momentum and moderate volatility.",
  "overall_grade": {
    "color": "#007a56",
    "title": "A-",
    "background_color": "#e8fbf3"
  }
}

Category

Finance

Template Type

Scorecard

Size

Open Graph

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