Use case
Portfolio summary video for HealthTech
Generate a portfolio performance recap after rebalancing or period close.
Why HealthTech teams still ship reports manually
- Operational updates are buried in dashboards.
- Stakeholders need consistent summaries.
- Manual reporting adds overhead to operations.
- Updates must be clear and predictable.
Automate portfolio summary video with an API
- Trigger the workflow when a portfolio is rebalanced happens.
- POST structured data to /render using template portfolio-summary-v1.
- Render asynchronously at scale and receive a webhook when the MP4 is ready.
- Deliver the video via email, internal dashboard, or secure portal.
Input (structured data)
{
"brand": "healthtech",
"data": {
"activePatients": 18210,
"appointments": 2140,
"avgWaitTime": "8m",
"carePlanAdherence": "71%",
"highlight": "patients",
"noShowRate": "4.2%",
"period": "2026-01-14",
"portfolioId": "example-portfolioId",
"positions": "example-positions",
"returns": "example-returns"
},
"template": "portfolio-summary-v1"
}Output (deterministic MP4)
- 45-90s MP4 video
- Allocation changes visualized
- Performance vs benchmark
- Webhook with output URL
Architecture
Data source / event | v Rendivia Render API | v Queue + Workers | v Remotion templates | v Branded MP4 + webhook
How it works
Collect holdings
Provide allocation and return data per holding.
Render recap
POST to /render with portfolio-summary-v1.
Async render
We render and notify via webhook.
Deliver
Send the recap to clients or advisors.
Benefits
- Create consistent operational digests.
- Automate recurring summaries for leadership.
- Deterministic output you can trust in production.
- A repeatable workflow triggered by a portfolio is rebalanced.
Common questions
Can I include asset classes?
Yes. Provide asset class labels and weights.
Does it support per-client branding?
Yes. Use brand profiles per client.
Related
Generate portfolio summary video via API
Create an API key and render your first portfolio summary video in minutes.
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