Items to review
Based on the latest report
Stock holdings
By market value
Account context
Selected accounts
Recent history
Daily snapshots
Portfolio coverage
Flex summary rows
Since previous review
What changed
Since previous saved review
Review checks
Reported-data consistency
Review thresholds
Applied to your next review
Private data
Clear only what you choose
Export
Current review and history
Download a CSV with the displayed portfolio summary, holdings, deterministic review items, and aggregate history. It excludes account IDs, Inbox notes, and research links.
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Send safe portfolio summary, top holdings, and up to three review items to your configured private recipient.