portfolio-reportThis summer, several enhancements were unveiled for Portfolio Lab PDF reports.

Earlier we reported that you can now upload your logo into the reports.

The second enhancement is to keep track of the customization made on each portfolio report. Whether you add or remove sections, charts, or change time spans in a PDF report, Portfolio Lab will save the report configuration with the portfolio. When you restart Portfolio Lab at a later time, your custom PDF configuration for the portfolio will be restored.

Finally, we upgraded the standard format for several pages in the report. In particular, we added flexibility in the ‘holdings’ page so that you have a choice of the columns displayed. For example, for real portfolios you may select to show both weight and value for each position whereas for a model portfolio, only the weights are shown.