Use case
Portfolio summary video for SaaS
Generate a portfolio performance recap after rebalancing or period close.
Why SaaS teams still ship reports manually
- Dashboards require users to interpret charts manually.
- Email and PDF reports are skimmed or ignored.
- Weekly insights get lost without a narrative.
- Manual video creation doesn't scale across customers.
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 in-app, email, or customer portal.
Input (structured data)
{
"brand": "saas",
"data": {
"activation": "34%",
"activeUsers": 1243,
"churn": "2.1%",
"highlight": "users",
"mrr": 8920,
"nrr": "112%",
"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
- Increase engagement with automated summaries.
- Make key KPIs easier to understand at a glance.
- 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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