Scheduled Reports

Automate report delivery to your inbox on a regular schedule

Portfolio Backtest

Historical performance analysis of your portfolio allocation

Equity Simulation

Monte Carlo simulation results for equity portfolios

Company Tear Sheet

Comprehensive company analysis and financials

Market Summary

Daily market overview and sector performance

Your Scheduled Reports

Manage your automated report delivery schedules

No Scheduled Reports

Create your first scheduled report to receive automated updates

How Scheduled Reports Work

Reports are generated and sent to your specified recipients at the scheduled time. Each report includes the latest data and analysis based on your configuration. You can pause or modify schedules at any time.