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4.4 Saved Reports

Saved Reports lets you store and revisit past analyses without rerunning them.

How reports get saved

Each time you click Share Report, the current version is automatically saved to your Saved Reports. You can also access it directly from Saved Reports in the sidebar.

What is stored

Both your input configuration (assets, weights, settings, date range) and the computed output (charts, tables, metrics) are saved together. The results are frozen at save time - you see the exact output from that run, not a live recalculation.

If you rerun the same strategy later with updated market data, the numbers may differ slightly. To save a fresh version, run the analysis again and click Share Report.

Managing your reports

In the Saved Reports section you can:

  • Browse reports by date and strategy name
  • Rename a report to something more descriptive
  • Delete reports you no longer need

Plan limits

PlanSaved reports
Free10
Premium100
ProfessionalUnlimited
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