Find answers, explore features, and get the most out of INDYXQUANT Pro
Chat with AI about your portfolio and export any page to PDF or Excel
Ask questions about your portfolio, the markets, and any holding — grounded in your real data.
Use your own OpenAI/Gemini key for unmetered AI and full control.
AI Assistant (natural language chat about your portfolio), AI Reports (narrative portfolio analysis with GPT-4), and AI Report Generator (customizable report templates). Data is only sent during requests and not stored.
Yes — every analytics page includes export buttons. PDFs use professional formatting with the browser print engine. Excel exports use xlsx-js-style for multi-sheet workbooks with cell styling, proper data types, and auto-sized columns.
Yes. The assistant uses tool-calling to pull your actual holdings, run analytics, and fetch live quotes, plus retrieval (RAG) over company filings — so answers reflect your portfolio and real sources, not generic text.
Yes — add an OpenAI or Gemini key under Settings → AI & Keys (stored encrypted). AI then bills to your provider and bypasses the platform usage budget. Without a key, usage is metered against your plan.