4.1 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
- Choose the sections and click Generate PDF Report
- Click Download PDF Report when the report is ready. You can also close the window and download it later from the PDF Reports tab in your Library, where you can also rename it or move it to a folder
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 reports are available on the Professional plan. Free and Premium plan users can view results on-screen but cannot generate PDF reports.