PDF report
Click <b>PDF</b> on the main menu to access the PDF creation tool.<br><br><img src="https://kwanti.com/images/man/snapPdfPerformance.png" alt="PDF Designer" border="0px" align=""><br><br>The report has a cover page and the following sections:<br><ol><li>Positions<li>Top holdings</li><li>Asset allocation</li><li>Stock Sectors<br></li><li>Stock Style</li><li>Stock Regions</li><li>Bond Style</li><li>Performance</li><li>Estimated Income</li><li>Stress test</li><li>Correlations of securities</li><li>Funds expense<br></li><li>Securities performance<br></li><li>Disclosures</li><li>Custom Text</li><li>Investment Policy Statement (IPS)</li></ol>Use the menu on the left side of the window to<br><ul><li>add or remove pages</li><li>reorder pages</li><li>specify an alternate portfolio for A/B comparison<br></li><li>customize the content on each page</li><li>change the color theme</li></ul>