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PDF Reports

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The Reports feature in our platform empowers you to generate detailed, insightful, and print-ready PDFs for stocks, funds, and ETFs. Not only does this feature serve as an essential tool for saving time and documenting your work, but it also adds significant value to your internal meetings, investment committee discussions, and client presentations. Sharing your findings has never been easier - be it with friends, family, or prospects!

Overview

  • Purpose: Generate insightful PDFs for stocks, funds, and ETFs.

  • Benefits:

    • Save time with ready-to-print reports.
    • Document your research and findings.
    • Enhance internal discussions with comprehensive insights.
    • Share your thoughts effortlessly with friends and family.
    • Elevate investment committee meetings with detailed analytics.
    • Impress and win prospects with polished presentations.

Report Generation Interface

Ticker Input

Specify the security you want to generate a report for.

Benchmark Input

Add a comparison ticker. This benchmark will be featured in charts, return tables, risk tables, etc., enhancing the depth of your analysis.

'As of' Date Dropdown

Define the reference date for your report. Options include:

  • Most recent market date.
  • Last month-end.
  • Last quarter-end.

Chart Format Dropdown

Choose the format for your charts. Options are:

  • Percent returns.
  • Change of $1,000.

Available Reports

Equity Tear Sheet

A concise 1-page tear sheet about the security's performance, risk statistics, allocations, and more. Primarily focused on equity securities.

Bond Tear Sheet

A succinct 1-page report emphasizing the security's yield, credit allocations, bond sectors, and more. Tailored for bond securities.

Stock Tear Sheet

A neat 1-page tear sheet capturing the security's performance, risk statistics, fundamentals, etc., with a primary focus on equity.

Comparison Report

Evaluate two securities side by side. This report presents various performance and risk metrics for the securities, enabling you to make informed decisions.

Risk Report

Dive deep into the risk metrics with this report. Analyze drawdown, risk, and risk and return metrics for two securities, ensuring you have all the data to make the best decisions.