When users build detailed financial or retirement plans through Piere’s chat feature, there is currently no way to save or share those plans as a formal document. Users would like the ability to export chat-based financial planning conversations – including retirement projections, milestones, and portfolio summaries – as a PDF or printable document.

This would be especially valuable for users who use Piere’s chat for in-depth, multi-session planning work and want to share the output with a partner, advisor, or accountant, or simply keep a clean record of their plan outside the app.