Feature

Templates & Recipes

Reusable analysis workflows and report templates.

Templates

Templates are pre-built report structures that the agent fills with your data. Jetro includes 11 templates: portfolio dashboard, company report, earnings analysis, morning brief, and more. They appear as frames on your canvas, ready to use.

Recipes

Recipes are saved analysis workflows. If you frequently run a specific type of analysis (“quarterly earnings review for my pharma watchlist”), save it as a recipe. Next time, just run the recipe and the agent repeats the workflow with fresh data.

Custom tokens

Design tokens (brand colors, fonts, spacing) can be saved to customize the look of your reports and dashboards. The agent uses your tokens when generating frames, giving your output a consistent, branded appearance.