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How to Use the Investment History PDF Export
The PDF export gives you a shareable snapshot of a run. It is still an illustration based on the dates and assumptions you chose, so review it before you send or save it.
Published: December 26, 2025 · Updated: December 26, 2025 · By FinToolSuite Editorial
Disclaimer
- Educational purposes only, not financial advice.
- PDF results are illustrative and depend on your inputs and assumptions.
- Past performance is not a reliable indicator of future results.
- Market returns can be negative.
- See the Privacy Policy for data handling details.
Open the Investment History Checker
Run your dates, check the results, then export the PDF snapshot.
Quick answer
- Run the checker first.
- Use “Export PDF” to generate a report for that run.
- Review the PDF before sharing and remove sensitive context.
What the PDF may include
Depending on the tool version, the PDF can include summary metrics, a growth chart snapshot, a yearly breakdown excerpt, and notes on assumptions or limitations. Sections can vary—use the report as a guide, not a guarantee of contents.
| Section | What it helps with | Notes |
|---|---|---|
| Summary metrics | Headline return and risk numbers | Check what inputs and dates were used |
| Growth chart | Shows the path between start and end | Read drops with the chart guide |
| Yearly breakdown excerpt | Highlights best and worst years | Full data may be in CSV exports |
| Notes and assumptions | Context on data and inclusions | Read before sharing externally |
Illustrative only; confirm what your PDF shows.
Step by step: export a PDF
- Choose your ticker and date range.
- Run the Investment History Checker.
- Optionally add a scenario if you plan to compare later.
- Click “Export PDF.”
- Save the file locally with a clear name.
How to read the charts inside the PDF
The chart shows the value path over your chosen window. A smooth line does not mean low risk—look for drops and how long they take to recover. Two runs can have similar CAGR but very different drawdowns. See the growth chart guide for details.
Save and share safely
- Treat the PDF as a snapshot of one run with specific dates.
- Avoid attaching personal portfolio context if you share it.
- Remove names, account numbers, or annotations that reveal personal details.
- Share only the pages needed and store files securely.
- See the Privacy Policy for data handling details.
Common PDF export issues and fixes
- Export button is disabled until the run completes—rerun if needed.
- Empty or partial PDF can happen if popups or downloads are blocked—allow the download and retry.
- Missing chart may be due to browser print settings—use default download instead of print-to-PDF.
- File name confusion—rename each export with ticker and dates.
- Wrong date range in the PDF—regenerate after any input changes.
- Long windows can make larger tables—consider yearly CSV for detailed rows.
- Mobile downloads can fail—try a desktop browser if possible.
- Currency misunderstandings—note the listing currency before sharing.
- See the FAQ for more help.
When to use daily export instead
The PDF is best for sharing a snapshot. Use the daily export when you need full rows for spreadsheets, rolling summaries, or custom charts. See the daily export guide for steps.
Quick checklist
- [ ] Run completed and metrics look correct
- [ ] PDF exported for the intended ticker and dates
- [ ] Reviewed before sharing
- [ ] Stored safely
- [ ] Used daily export if you need raw data
FAQ preview
- What does the PDF include?
- Can I export multiple scenarios?
- Why does my PDF look different than someone else’s?
- Does the PDF include dividends, fees, or taxes?
- Where can I learn how to read the chart?
For details, read the growth chart guide and the Investment History Checker FAQ.
Ready to download your PDF?
Run your window, export the PDF, and double-check the contents before you share.