Portfolio Report

Adanac

Can a portfolio report be downloaded into CSV or Excel? If so how is this done? Tx

SRC54

I don't see how this can be done. You cannot even export transactions from investment accounts. And there is no way to do a report of anything other than payment/deposits.

So what we need are Investment Reports that can be exported to CSV, Excel or PDF.

There are lots of past discussions on this. I did find a suggestion to allow Exporting of investment transactions here:

https://community.simplifimoney.com/discussion/5964/ability-to-import-export-investment-transactions-edited

You can add your vote to this or perhaps make a feature request for better reports. I think both are needed.

Here's another feature request you might want to review:

https://community.simplifimoney.com/discussion/5312/ability-to-include-any-all-investment-transaction-in-reports-and-the-spending-plan-edited

Hope this helps.

Coach Natalie

@Adanac, here is another request that comes to mind for you:

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