3.1 Export a PDF Report
The PDF report feature lets you generate polished summaries of your portfolio analysis - perfect for investor updates, client work, or internal documentation.
Here's a quick video walkthrough:
How to export a PDF
- Run your backtest or optimization
- Click the Export button in the results area
- Select PDF Report
- The report downloads automatically to your device
What is included in the report?
- Portfolio name and configuration (assets, weights, date range)
- Equity curve chart
- Annual returns chart
- Key metrics table (CAGR, Sharpe, Sortino, max drawdown, volatility)
- Benchmark comparison (if a benchmark was set)
- Drawdown chart
- PortfolioMetrics branding and generation date
Plan requirements
PDF export is available on Premium and Professional plans. Free plan users can view results on-screen but cannot download reports.