PDF reports, briefings and emailed exports
Generate a Portfolio 360 report, export Rebel Intel for a date range and email the briefing to yourself.
3 min readFull guide (PDF)
- Portfolio 360 report — a full PDF snapshot of allocation, performance, risk and holdings, ready to share with an advisor or accountant.
- Rebel Intel briefing — export the intel for any date range using the range picker, so you can review a specific week or quarter.
- Holding review PDF — a one-click summary of the AI review for a single position.
- Audio briefs — listen to your portfolio update instead of reading it.
Any generated briefing can be emailed to yourself directly from the export dialog, which is the easiest way to get a report onto your phone.
Exports use the same date range you have selected on screen, so set the window before you generate the file.
Related guides
- Risk Lab, correlation, stress tests and the Tax CenterThe analysis suite: correlation heatmaps, drawdown scenarios, hedge ideas, tax-loss harvesting and club consensus.
- Reading your holdings, cash and performanceHow positions are grouped, what each performance number means and where your cash and institutions show up.
- Rebel Intel: AI reviews, watch feed and chatHow the AI analyst reads your portfolio, what the watch feed flags and how to ask follow-up questions.
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