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The Genius Capital Group client portal gives you on-demand access to detailed reports, performance analytics, and downloadable statements for your accounts.
All reports reflect data as of the previous business day’s market close.

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Performance reports

To generate a performance report:
  1. Go to the Reports tab.
  2. Select your desired date range.
  3. Click Generate Report.
Reports include portfolio return, benchmark comparison (vs. S&P 500 or a custom benchmark), and risk metrics. You can download any report as a PDF or CSV.
You can share a read-only report link with your accountant directly from the Reports page — no login required on their end.

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Account statements

Monthly statements are posted to the Documents section by the 5th of each month. Each statement includes:
  • Opening and closing balance
  • Contributions and withdrawals
  • Investment gains and losses
  • Fees charged during the period

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Tax documents

Year-end 1099 forms are available in the Documents section by January 31st each year. If you hold an IRA account, you’ll also receive Form 5498 by May 31st. All tax documents can be downloaded as PDFs from the Documents section.

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Capital account reports

For capital (loan) accounts, the Loan Details page shows:
  • Outstanding balance
  • Next payment date
  • Full payment history
  • Complete amortization schedule
Navigate to your loan account from the dashboard and select Loan Details to access this information.