BEFORE YOU START
- 1.1 What is PortfolioMetrics?
- 1.2 Backtesting vs. Optimization
- 1.3 What data do I need?
GETTING STARTED
- New database
  - 2.1 Account & Login
  - 2.2 Set up your first strategy: Portfolio Backtesting
  - 2.3 Set up your first strategy: Portfolio Optimisation
  - 2.4 Portfolio upload via CSV template
REPORTS & EXPORT OPTIONS
- Key Features
  - 3.1 Export a PDF Report
  - 3.2 Share your strategy (public link)
  - 3.3 CSV Export
USE CASES & WORKFLOWS
- Practical Use Cases
  - 4.1 Understanding Key Backtest Metrics
  - 4.2 Interpreting Risk-Adjusted Metrics
  - 4.3 The Efficient Frontier Explained
  - 4.4 Portfolio optimization use cases
  - 4.5 Monte Carlo Estimation Methods
  - 3.6 Monte Carlo Simulations
TROUBLESHOOTING & COMMON QUESTION
- 5.1 Where can I set the forecast years for Monte Carlo?
- 5.2 How can I change the forecasting method?
- 5.3 Why are some tickers missing?
- 5.4 Where can I see upcoming features?
- 5.5 Where’s the changelog?
SUPPORT PORTFOLIOMETRICS
- 6. Support PortfolioMetrics
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3.1 Export a PDF Report

Last updated on December 4, 2025

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The PDF report feature lets you generate polished summaries of your portfolio analysis – perfect for investor updates, client work, or internal documentation.

Here’s a quick video walkthrough:

Example:

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2.4 Portfolio upload via CSV template 3.2 Share your strategy (public link)