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AI & Reports

AI Assistant, AI Reports & PDF/Excel Exports

Chat with AI about your portfolio and export any page to PDF or Excel

1 min read 196 words ai assistant reports pdf excel export

AI Assistant, AI Reports & PDF/Excel Exports

AI Assistant

AI Assistant is powered by OpenAI GPT-4:

  • Ask questions in natural language about your portfolio
  • Get explanations of metrics and analytics
  • Request recommendations and analysis
  • Discuss market conditions and impact on holdings

Example Questions

  • "What's my portfolio's biggest risk right now?"
  • "Should I rebalance my tech allocation?"
  • "Explain my Sharpe ratio"
  • "Which of my stocks have the safest dividends?"

AI Reports

AI Reports and AI Report Generator:

  1. Select portfolio and report type
  2. Choose analysis depth (Quick, Standard, Deep)
  3. Click "Generate Report"
  4. Review the AI-written analysis
  5. Export to PDF

PDF & Excel Exports

Every analytics page includes export buttons.

PDF Export

  • Opens print-optimized HTML in a new window
  • Professional formatting with INDYXQUANT Pro branding
  • Landscape orientation for data-heavy pages
  • Colors: Navy header (#1a365d), blue sections (#2c5282), striped rows

Excel Export

  • Multi-sheet workbooks (each section gets its own sheet)
  • Cell styling: bold headers, colored sections, number formatting
  • Auto-sized columns
  • Proper data types (numbers, percentages, dates)

Reports Hub

Reports — Central hub for all report types and generation.

Still need help? Our team can walk you through any feature.
Contact Support
INDYXQUANT PRO v4.1·HELP CENTER·AI & Reports·1 min read
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