Can Pluang Agentic Trading generate portfolio performance or tax reports for me?
Pluang Agentic Trading can generate conversational summaries of your portfolio performance and holdings, but it does not currently generate a downloadable tax report or document — whether that's on the roadmap hasn't been confirmed, so treat this as the current state rather than a permanent limitation. Because a connected AI agent — such as Claude — can read your portfolio holdings, wallet balance, and transaction history, you can ask it to describe, summarize, or analyze your performance and holdings in natural language: for example, a breakdown of your current asset allocation, a recap of recent trades, or a plain-language summary of how a position has moved. That's different from producing a formal, downloadable file you could submit somewhere. Separately, Pluang's existing Portfolio & Calculations features — the Overview Page and Tax Reporting — already provide portfolio performance views and formal tax reporting inside the app itself, independent of whether you use Pluang Agentic Trading at all.
The agent's ability to talk about your performance is a byproduct of what it's permitted to read, not a dedicated reporting tool. It can query your portfolio holdings, wallet balance, and transaction history — so any summary, description, or analysis it gives you is built from that same underlying data, phrased conversationally rather than exported as a document.
None of this changes how Pluang's own in-app tools work. The Overview Page already shows portfolio performance, and Tax Reporting already provides a formal tax report (requested via Pluang Care, covering the previous financial year, with content that varies by asset class) — both exist and function the same way whether or not you've connected an AI agent at all.
Related questions:
Q: Does asking the agent for a summary replace Pluang's Tax Reporting feature?
No. Tax Reporting (under Portfolio & Calculations) is a separate, existing in-app feature — requested via Pluang Care, covering the previous financial year, with report content that varies by asset class. Agentic Trading's conversational summaries don't replace or change that process; both exist independently of each other.
Q: What kind of performance questions can I actually ask it today?
You can ask things like "how has my US Stocks portfolio performed recently" or "summarize my recent Crypto activity," and the agent will describe what it sees in your account data conversationally. It won't produce a polished report file from that conversation — it's a spoken-style summary, not an exported document.