Ability to Download or Export Portfolio Holdings (edited)

Dcosmo624
Dcosmo624 Member
edited February 2025 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.

  • HMagh
    HMagh Member ✭

    I can get an on screen analysis of my complete investment portfolios across 6 different brokerage sites, ranking by "Market Value" high to low, but I'm unable to print this out. WHY?

    You mention I can print transactions- I don't want to do that, I want a complete snapshot of the amount of money I have in each stock, and print/export this to CSV.

    Printing thousands of transactions doesn't help. I had to use my browser copy/paste to put in a spreadsheet. For something that should have taken a minute took a great deal of time to put in an Excel spreadsheet. Please look at allowing this function for each of capabilities in Investments>Portfolio>Holdings.

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