Portfolio Review Builder

v0.7.2
📊

Upload Budget to Actual workbook

Drop an .xlsb or .xlsx file here, or click to browse

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Reading workbook…

Parsing sheets and computing metrics

Portfolio Summary YTD 2026
Fund Performance
FundProperties YTD IncomeInc vs Bud YTD NOINOI vs Bud NOI Margin
All Properties — by NOI Variance
PropertyFund YTD IncomeYTD NOI NOI Var $NOI Var % DSCRStatus
Spotlight Properties Editable

Top and bottom performers get dedicated spotlight slides. Drag to reorder, click ✕ to remove, or add from the dropdown.

Winners

Underperformers

Narrative Sections AI-Generated · Editable

These narratives are generated from the data and placed into the deck. Edit freely — your changes go directly into the slides.

Assembling deck…