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Date Published

March 18, 2026

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Manually creating PowerPoint slides for portfolio reviews and other reporting activities is time-consuming and error-prone. With Standard Metrics MCP, Claude, and a PowerPoint connector, investors can now automate this entire process with a single prompt. Portfolio data will sync directly from Standard Metrics into a ready-to-use, digestible slide that you can continue to refine as needed.

 

 

Automate your portfolio reporting

Find out how you can:

  • Collect a higher volume of accurate data
  • Analyze a robust, auditable data set
  • Deliver insights that drive fund performance