Ability to Download or Export Portfolio Holdings (edited)

Dcosmo624
Dcosmo624 Member
edited February 24 in Feature Requests

we need to be able to export our portfolio holding to excel (not just the transactions).

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  • lwyman
    lwyman Member ✭✭✭

    I agree. This is a product enhancement that's been in other community threads going back to 2023, so I guess it's not something that's going to happen very soon. I'm surprised more people haven't asked for this functionality, since it makes managing your investments much easier if you can download the data and work with it in a spreadsheet.

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