> For the complete documentation index, see [llms.txt](https://docs.qiro.fi/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.qiro.fi/qiro-marketplace-product-guide/for-pool-admins/investor-reporting.md). # Investor Reporting #### **Generate Investor Reports** Allows the Pool Admin to compile and publish the latest reporting data for all investors, including NAV updates, cashflows, allocations, and position summaries.\ This function triggers the creation of a new reporting cycle (e.g., monthly or quarterly) and makes the report available in the investor dashboard. #### **Update Reporting Data** Lets the Pool Admin update the underlying performance and financial data used for investor reporting — such as principal repayments, interest accruals, losses, reserves, and expenses.\ These updates ensure that the next reporting cycle reflects the correct and complete financial state of the pool. #### **Publish Reports** After generating and verifying the report, the Pool Admin can publish it, making it visible to all investors.\ This action locks the reporting data for that cycle, ensuring consistency and preventing retroactive changes. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.qiro.fi/qiro-marketplace-product-guide/for-pool-admins/investor-reporting.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.