Evaluation edition available

See performance.
Understand the story.

Institutional performance analytics and professional reporting software built for hedge funds, family offices, and investment managers.

Professional Edition$499one-year licenseView pricing →

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Windows desktopLocal data storageExcel · PDF · Word

Tapestry Fund Analytics

Annualized return17.64%

Sharpe ratio1.01

PerformanceRiskDrawdownBenchmark analysisProfessional reports

Built for investment professionals

From monthly returns to a complete analytical picture.

Replace fragmented spreadsheets and manual report preparation with a focused workflow built around the way investment managers evaluate performance.

Institutional analytics

Move beyond headline performance with a structured view of returns, risk, drawdowns, consistency, and benchmark-relative results.

Return and calendar-year analysis
Risk and distribution measures
Capture, alpha, beta, and correlation
Rolling analytics and visualizations

Professional reporting

Generate presentation-ready deliverables from the same return history, benchmark selections, and analytical assumptions.

Multi-tab Excel analytics workbook
Multi-page PDF performance tear sheet
Editable Word report
Definitions and allocator interpretations

Optional AI commentary

Add narrative interpretation to analytical results using an OpenAI API key supplied and controlled by the user.

Concise, standard, or detailed styles
Commentary embedded in reports
Optional and user controlled
Separate OpenAI API billing

Performance summary and growth dashboard

Performance dashboard

Monthly returns workflow

Report configuration

Who can benefit?

Professional analytics for managers at every stage.

Turn a monthly return history into a structured analytical package that is easier to evaluate, explain, and present.

Emerging managers

Evaluate a prior track record in an institutional format using the performance, risk, drawdown, and benchmark analytics that sophisticated investors expect to review.

Build a professional analytics package before launch
Present a track record with consistent definitions and context
Support allocator conversations with Excel, PDF, and Word reports
Move beyond a basic monthly return table

Existing managers

Maintain direct control of fund return data and generate the same analytical views through a local desktop application—without uploading performance history to a third-party analytics portal.

Keep performance data on the firm’s computer
Refresh analytics internally when returns change
Standardize recurring investor and management reporting
Generate outputs without another website login

Family offices

Apply a consistent analytical framework when reviewing internal strategies or manager return streams.

Investor relations & operations teams

Produce repeatable performance materials from a controlled monthly return dataset.

A dashboard with depth

Move from headline returns to risk, consistency, and benchmark context.

Review growth, drawdowns, rolling returns, volatility, capture ratios, alpha, beta, correlation, risk-adjusted returns, and calendar-year performance in a single interface.

Fund and benchmark comparisons
Rolling analytics and drawdown visualization
Definitions and interpretations built in

Detailed analytics dashboard showing benchmark and risk metrics

OpenAI API and AI commentary settings in Tapestry Fund Analytics

AICommentary available

Optional AI-powered interpretation

Add narrative commentary to analytical results.

Users may enable AI commentary in generated reports and choose a concise, standard, or detailed style. The feature requires the user’s own OpenAI API key and is entirely optional.

Your credentials. Your choice.An OpenAI API key and separate API billing are required. A ChatGPT subscription does not automatically include API usage.

Complete analytics library

Every calculation, organized and ready to explain.

Review fund results on their own and in relation to selected benchmarks, with definitions and interpretations available throughout the application and reports.

Returns & timing

Annualized return since inception
Inception-to-date return
Annualized return — last 3 years
Annualized return — last 1 year
Calendar-year returns
Best month return
Best month date
Worst month return
Worst month date
Positive months
Negative months

Risk & distribution

Annualized volatility
Annualized gain volatility
Annualized loss volatility
Annualized downside volatility
Maximum drawdown
Recovery time / drawdown duration
Skewness
Excess kurtosis
Average monthly gain
Average monthly loss
Gain/loss ratio

Risk-adjusted analytics

Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Treynor ratio

Benchmark analytics

Excess return
Annualized alpha
Beta
R-squared
Correlation
Upside correlation
Downside correlation
Annualized tracking error
Information ratio
Batting average
Up capture ratio
Down capture ratio
Up number ratio
Down number ratio
Up percentage ratio
Down percentage ratio

Charts & visual analysis

Growth of investment
Drawdown history
Monthly return heatmaps
Rolling 12-month returns
Rolling 12-month volatility
Rolling 12-month beta
Return distribution histogram

Reporting without reconstruction

One dataset. Three professional deliverables.

Generate Excel analytics, a multi-page PDF tear sheet, and an editable Word report from the same performance history and assumptions.

Request sample reports →

Report generation screen for Excel PDF and Word outputs

Real demonstration outputs

See what the platform produces.

Review sample deliverables generated directly from the Tapestry Demonstration Fund. The sample data is illustrative and does not represent a live investment product.

Excel AnalyticsDetailed workbook with analytical tables, heatmaps, and charts

DownloadP

PDF Tear SheetMulti-page presentation-ready performance report

ViewW

Word ReportEditable report with analytics, commentary, and definitions

Download

Sample Tapestry Fund Analytics Word report page

Generated reportInstitutional Performance Tear Sheet

Straightforward pricing

Institutional analytics without institutional software pricing.

A focused desktop platform for investment managers who want deeper analytics and professional outputs without adding another complex enterprise system.

Professional Edition^$499one-year software license

Full performance and risk analytics
Fund and benchmark analysis
Excel, PDF, and Word report generation
Optional AI commentary capability
Local desktop data storage

Request evaluation

OpenAI API usage, if enabled, requires a separate user-supplied API key and is not included in the license price.

Evaluation Edition

Explore the complete workflow on your Windows computer.

Use the included Tapestry Demonstration Fund to review the dashboard, institutional analytics, benchmark analysis, and professional report generation.

Windows 10 or Windows 11
Demonstration data included
No payment required for the evaluation
Optional AI commentary requires your own OpenAI API key

Download the Evaluation Edition

Tell us a little about yourself and your download will begin automatically.

Designed with privacy in mind

Your performance data stays local.

Tapestry Fund Analytics runs as a Windows desktop application. Fund return data and generated reports remain on the user’s computer. Optional AI commentary uses an OpenAI API key supplied and controlled by the user.

Measure · Analyze · Outperform

Explore the Evaluation Edition.

See the dashboard, analytics, and reporting workflow using the included Tapestry Demonstration Fund.

Download evaluation

See performance.Understand the story.