How can investment advisors view Gridline performance data in their external reporting tools?
Gridline provides detailed performance reporting in app, but some advisors wish to view performance metrics from their alternative investments in their preferred reporting suite. To do so, you have the following options:
CSV Export
You are able to easily export performance data from the Gridline platform for import into your reporting suite. To obtain the CSV file you will:
- Log into Gridline and navigate to the Portfolio tab
- Select Performance
- At the bottom of the page select Export, then Download as CSV
Your file will include all investments for all Investor Profiles, and will contain key metrics such as Net Asset Value, Net and Gross TVPI, DPI, & IRR, Gross MOIC, and Net Realized & Unrealized Gains.
Provide an Import Template
If your reporting suite has a specific file format and type that is required for import, you may submit the template and requested reporting information to support@gridline.co and our team will be happy to complete and return with the data from your Gridline account.