Reports
Ask for a report, review its evidence, and save it.
Open New Agent and describe the report you need. Give Kimpton the period, portfolio or company, and sources to use. For example: "Draft a quarterly portfolio review using this model and the available source dates. Mark any missing performance data." Select a document with @ if it should be included.
Kimpton opens the report beside the conversation. Read the figures, citations, and dates. Ask for a revision in the same conversation if something is unclear. A model or holdings snapshot alone does not establish realized performance; label hypothetical estimates and check aligned return data.
Use Save PDF to keep a copy in Vault or a connected cloud account, or Export PDF to download it. If a Vault save fails, choose Retry Vault Save on the report card. If the report itself failed to save, choose Retry Save. Recheck the saved file before sharing it.
For a shorter answer, see Ask Kimpton. For finding a saved document, see Vault.