Monthly Portfolio Summary email template

A dark monthly portfolio summary for an investing app: total value, monthly change, a growth chart, three allocation columns and a plain disclaimer.

Light shows the email as designed. Dark and Gmail show how email apps can change its colors.

Industry
Finance
Type
Transactional
Size
13.1 KB, 600 px wide

About this template

Robo advisors, brokers and wealth apps can send this statement style email at the start of each month. The slate and emerald look suits people who check their account at night.

The top panel shows the portfolio value in large type with the change for the month. A growth chart follows. Three columns break the money into stocks, bonds and cash with the share of each. A short line explains what moved, then a button opens the full statement. A small disclaimer in muted type closes the content before the footer.

Fill the numbers with merge tags from your data feed and test with negative months as well, so a red tone never sneaks in by accident. Keep the subject line neutral, with no hype, since this is a statement and not a sales email.

Use it in your email tool

  1. Click Copy HTML, or download the .html file.
  2. In Mailchimp, Brevo, HubSpot or Klaviyo, start a new email with the custom HTML or code editor and paste it in.
  3. Change the text, links and images. Map merge tags such as {{first_name}} and {{unsubscribe_url}} to the tags of your tool.
  4. Send a test to yourself on desktop and phone before you send it to your list.

Sections in this email

  1. Logo
  2. Value panel
  3. Growth chart
  4. Allocation columns
  5. What moved
  6. Statement button
  7. Divider
  8. Disclaimer
  9. Footer

Subject line ideas

  • Your October summary is ready
  • Portfolio update: October 2026
  • {{first_name}}, here is how October went

Preview text idea

Your portfolio grew 2.4% in October. See the full breakdown.

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