Contents
Investment reporting, without the assembly
What you edit, what we set up for you, and what every chart and table in your reports is showing. Advanced controls are marked and can be skipped.
Documentation
QuickstartYou are not left alone with a blank tool. We build the templates, connect the data and configure…API referenceReport content does not have to stay in the report. The same figures can appear on your website,…Dev docsThis is the technical side of the client-facing docs: data in, figures out, and how a report is…ChangelogTagged platform releases, newest first. These notes are abstract — what changed in the product, not internals. Material…
Guides
OverviewEvery reporting cycle, the same work happens somewhere in your business: exports pulled, figures reconciled, numbers pasted into…How firms use itNo two clients arrive in the same condition. Some produce reports by hand and know it cannot continue;…Who this is forReporting is rarely one person’s job. Different people touch it for different reasons, and most of them need…How we work togetherThe most useful thing to understand about Quant Reports is that it is not software you are left…Editing a reportThis is where you will spend your time. Not building reports — that is done for you —…Your dataTwo things drive a report: what the portfolio held, and what it returned. How those reach us is…
Reference
The report libraryEvery chart and table that can appear in a report. You will not usually be choosing from this…Report optionsComponents carry presentation options, and every one has a sensible default chosen when your template was built. You…How the numbers workYou do not need this to use the reports. It is here for the moment a client or…MethodologiesThree calculations that sit behind the reports rather than inside any single component. These are the ones consultants…Help & supportBecause so much of the work is a handoff, asking us for something is a normal part of…