Portfolio summaries
Insert holdings, performance, and allocation data into a consistent client-facing image.
HTML/CSS API templates
Store charts, disclosures, fonts, assets, dimensions, and image settings with the template, then generate each report from named account values.
<main class="report-card">
<h1>{{title}}</h1>
<img src="{{chart}}" />
</main>
{
"template_values": {
"title": "Quarterly results",
"chart": "https://..."
}
}Build your template
Both template types render by ID with named values.
Use cases
Insert holdings, performance, and allocation data into a consistent client-facing image.
Generate period-specific summaries with fixed labels, notes, and disclosures.
Turn current figures and commentary into a recurring branded graphic.
Use one template for operational and financial snapshots across teams and business units.
HTML/CSS template API
Save the layout, assets, and image settings in a versioned template. Each image request sends the template ID and named values.
Create the template from complex HTML and CSS through the API.
Keep fonts, images, dimensions, browser options, and output settings with the design.
Release template changes deliberately while integrations continue rendering by stable ID.
Versioned templates
Send only the template ID and named values. The saved template provides the layout, assets, settings, and selected version.
Build detailed layouts without including the full document in every render request.
Keep fonts, images, viewport details, and output options with the template.
Publish an update under the same ID and choose which version to render.
HTML/CSS API templates
Keep complex HTML, CSS, assets, fonts, browser settings, and output options in a versioned template while requests send only the values that change.
API template workflows
See how different teams use stable template IDs, named values, and versioned layouts.
Back agent image tools with versioned HTML/CSS layouts, named values, and controlled rendering settings.
View workflowUse stable IDs and versioned HTML/CSS layouts while keeping assets and render settings out of application requests.
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View workflowRender certificates, report cards, and course graphics from student data with versioned HTML/CSS templates.
View workflow