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:
- Select portfolio and report type
- Choose analysis depth (Quick, Standard, Deep)
- Click "Generate Report"
- Review the AI-written analysis
- 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.