Investment feature request: to allow for the investment portfolio page (holdings) be exported to csv

nrp06

Hi,

Just wanted to ask this to be considered.

I'd like to be able to export the holdings page to a csv or excel file.

Thank you.

Coach Kristina

Hello @nrp06,

Thank you for coming to the Community to share your feedback! I can see there is an Idea post requesting similar functionality. If you haven't already done so, I recommend that you take a look and add your vote + a comment if it's something you'd like to see implemented in the future:

https://community.simplifimoney.com/discussion/11659/ability-to-download-or-export-portfolio-holdings-edited

I hope this helps!