Rebalance Summary Charts Report

Learn about the features and settings available in the Rebalance Summary Charts PDF template section, a report which lets you visually communicate rebalance summary data in PDF format.

Rebalance Summary Details Report

Learn about the features and settings available in the Rebalance Summary Details PDF template section, a report which lets you customize and group rebalance summary data in PDF format.

Recent Trades Report

The Recent Trades report provides a summary of all trades that were executed for the time period specified. This report is available for PDF reports only.

Generate a PDF Report on the Rebalance Page

Learn more about how to generate PDF reports directly on the updated Rebalance page.