Damien Freeling
Lead Analyst
I spent years writing reports that clients never read. Now I focus on making the numbers tell a story that actually helps people make better decisions about their money.
Investment Reports That Actually Make Sense
Most portfolio reports read like tax forms. We break down your investments into clear insights you can actually use. No jargon, no confusion—just honest numbers and what they mean for your money.
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Our Approach
Reports Built for Real Decisions
We started Xosquex because traditional investment reports were driving everyone crazy. Too many numbers, not enough context. You'd get a statement and still have no idea if you were on track.
Here's what we do differently. Every report shows you where your money went, what it's doing now, and whether that aligns with your goals. We compare your performance against realistic benchmarks—not fantasy returns that nobody hits.
And when markets get weird? We explain what's happening in your portfolio without the panic or the spin. Just straightforward analysis that helps you decide your next move.
- Monthly breakdowns that track your actual progress
- Performance comparisons with market context
- Risk assessments written in plain language
- Portfolio recommendations based on your timeline
What You Get From Us
Three things every investor needs but rarely gets: clarity about what's working, honest assessment of what isn't, and practical next steps.
Performance That Matters
We show how your investments performed against relevant benchmarks, not cherry-picked comparisons that make everything look great.
Risk You Can Understand
Forget complex formulas. We explain your exposure in terms of what could actually happen to your money in different market conditions.
Actionable Insights
Every report includes specific suggestions for rebalancing or adjusting your strategy based on current market data and your personal goals.
How We Build Your Reports
Most reporting tools just dump data into templates. We actually analyze your portfolio structure, compare it to your stated goals, and highlight gaps or opportunities.
Our system pulls data from your accounts, runs it through models that account for fees and taxes, then generates reports that show your real returns. Not the hypothetical numbers you see in marketing materials.
And because markets change, we update our analysis monthly. You'll see how shifts in sectors or asset classes affect your holdings, with explanations that don't require a finance degree.
Who's Behind Your Reports
We're analysts who got tired of writing reports nobody could understand. So we started explaining investments the way we'd want them explained to us.
Siobhan Thorburn
Portfolio Specialist
Most investors don't need more data. They need context. I build reports that explain what your portfolio is doing and why it matters for your specific situation.
Ready for Reports That Make Sense?
We're taking on new clients for our autumn 2025 reporting cycle. Get in touch and we'll show you what clear investment analysis looks like.