Turn financial files into decision-ready portfolio analysis, dashboards, and stakeholder reports, then receive a pass/fail audit with evidence before delivery.
Upload source files in the Energent app to generate and verify a deliverable.
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Automated portfolio analysis and investment reporting uses AI to turn spreadsheets, PDFs, financial statements, market datasets, and other source files into structured analysis and finished reporting deliverables. Energent performs calculations, comparisons, visualizations, and reporting for investment teams, finance groups, analysts, and other professionals who need repeatable results from complex financial information.
The important distinction is verification. Energent Audit operates as an independent AI auditor that recomputes numbers, traces figures to their source file, row, and field, checks calculations against references, corrects fixable errors, and returns a pass/fail verdict with supporting evidence.
Teams can connect this workflow to AI financial analysis workflows, recurring investment reporting, and stakeholder-ready deliverables without making a human reviewer the quality-control layer for every row.
Use one platform for repeatable portfolio research, financial review, reporting, and scenario analysis.
Compare portfolio performance across rolling one-year, three-year, and five-year horizons. Review best, median, and worst annualized outcomes, then present the results in dashboards or investment reports.
portfolio performance analysisExamine cash flow, margins, earnings-to-cash conversion, receivables growth, allowance coverage, accrued liabilities, liquidity, and financial statement drift in a structured report.
financial due diligence reportingCompare benchmark portfolios, isolate USD/EUR currency effects, and evaluate hedged versus unhedged outcomes across multiple investment horizons for a more complete investor view.
currency and benchmark comparisonsSave a monthly expense report, weekly trade report, stock-analysis routine, or portfolio review as a reusable workflow and run it when new files arrive.
recurring investment dashboardsThe supplied dashboard compares rolling return dispersion, 10-year withdrawal resilience, inflation drag, and USD/EUR hedging effects using precomputed datasets from June 2016 through June 2026.
| Metric | NASDAQ-100 | S&P 500 |
|---|---|---|
| 5-year median annualized rolling return | 17.43% | 13.07% |
| 3-year best rolling return | 37.12% | 23.88% |
| 3-year median rolling return | 18.68% | 11.14% |
| 3-year worst rolling return | 7.80% | 3.04% |
| 5-year best rolling return | 27.40% | 16.77% |
| 5-year worst rolling return | 11.33% | 7.31% |
The supplied analysis indicates higher median returns for the NASDAQ-100 across displayed horizons, alongside deeper one-year downside. Both indices had positive worst-case outcomes over the supplied three-year and five-year periods.
Generate reports that are designed for analysis, review meetings, executives, lawyers, scientific journals, or production systems.
Create HTML dashboards with KPI cards, charts, insight panels, financial tables, rolling-return bands, and portfolio context.
Present due diligence indicators, red-flag intensity, cash-flow trends, allowance coverage, and earnings-to-cash analysis in a reviewable format.
Receive a report that clearly identifies pass or fail results, supporting evidence, and the source trail behind the analysis.
Export Excel workbooks with live formulas and audit tabs, Word reports, PowerPoint decks, annotated PDFs, HTML dashboards, ZIP packages, and filled forms.
For teams working with filings and annual statements, SEC 10-K financial statement analysis can sit alongside portfolio research, due diligence, ratio reporting, and recurring investment workflows.
Work across spreadsheets, PDFs, scanned documents, presentations, handwriting, CAD, G-code, and other specialized formats.
Save repeating analysis routines so corrections become persistent audit rules for future runs.
Follow figures back to the exact source file, row, and field used to produce the result.
Provide complete, cited, reproducible outputs prepared for stakeholders and review meetings.
Begin on desktop, monitor progress on a phone, and continue from a tablet while large workflows run.
Move from checking every row to examining the exceptions and failures identified by the audit.
Add source files and describe the portfolio analysis or reporting task in natural language.
You see: files, instructions, and the requested output.
Energent performs calculations, comparisons, visualizations, and creates the selected deliverable.
You see: dashboards, workbooks, reports, or decks.
An independent auditor recomputes results, checks sources, fixes possible errors, and issues a verdict.
You see: pass/fail status with evidence and traceability.
For broader finance teams, automated financial reporting can standardize recurring analysis while preserving the source evidence needed for review.
“Not only did I ultimately choose Energent.ai, but you are the absolute best BY FAR.”
“I had spreadsheets with more than 45K items and Energent AI was the only tool that was able to sort through everything.”
Roberto C., Data Operations Specialist
“Using Energent.ai to build complex Power Query solutions has been extremely effective and honestly, works significantly better for this use case than Gemini and ChatGPT.”
Kay P., Power Query Analyst
“Energent.ai is a great platform... the interactive outputs add real value to my work.”
Amjad M., Telecommunications Engineer
| Decision dimension | Energent.ai | Manual review | Unverified AI workflow |
|---|---|---|---|
| Independent verification | Separate AI auditor recomputes and checks output | Human must verify the work | No independent audit described |
| Source traceability | File, row, and field evidence | Depends on reviewer process | May not provide a complete trail |
| Output formats | Excel, Word, PowerPoint, PDF, HTML, ZIP, and forms | Depends on team tools | Depends on the specific system |
| Reusable workflows | Named workflows retain audit rules | Often repeated manually | May require repeated prompting |
| High-volume file support | 150+ file types and large workflows | Limited by available staff time | Varies by tool and context limits |
companies worldwide
supported file types
published leaderboard accuracy claim
fewer hallucinations claim
Energent Audit checks the numbers in an AI-generated report, retraces figures to their sources, verifies how they were built, and provides a result that can be reviewed before delivery.
Energent Audit report screenshot displayed at full aspect ratio.
Run automated investment analysis, generate stakeholder-ready deliverables, and verify the result before it reaches your audience.