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Help & Documentation

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quiz Frequently Asked Questions (2)

AI Assistant (natural language chat about your portfolio), AI Reports (narrative portfolio analysis with GPT-4), and AI Report Generator (customizable report templates). Data is only sent during requests and not stored.

Yes — every analytics page includes export buttons. PDFs use professional formatting with the browser print engine. Excel exports use xlsx-js-style for multi-sheet workbooks with cell styling, proper data types, and auto-sized columns.

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Navigation
Go to Dashboard
D
Go to Portfolios
P
Go to Market Overview
M
Go to Watchlist
W
Open Search / Stock Lookup
S
Open Help Center
?
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Reset Zoom
Ctrl + 0
Toggle Fullscreen (Charts)
F
Actions
New / Create (Context-Dependent)
N
Edit Selected Item
E
Close Modal / Dialog
Esc
Save (Forms)
Ctrl + S
Print / Export PDF
Ctrl + P
Tables
Navigate Table Rows
Arrow Keys
Open Selected Item
Enter
Focus Search / Filter Field
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