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 planned hasn't been confirmed.

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 in natural language: for example, a breakdown of your asset allocation or a recap of recent US Stocks trades. That's different from producing a formal, downloadable file.

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.

Related questions:

Q: Does asking the agent for a summary replace Pluang's Tax Reporting feature?
No. Tax Reporting is a separate, existing in-app feature requested via Pluang Care; Agentic Trading's summaries don't replace it.

Q: What kind of performance questions can I actually ask it today?
Things like "how has my US Stocks portfolio performed recently" — it describes what it sees conversationally, not as an exported report.