From Portfolios, select the portfolio you want to export.
Now, click on the "export" button at the top:
Articles in this section
- How to create a portfolio
- Importing a portfolio from an XLS or CSV file
- How to import a portfolio from a XLS file with multiple tabs
- Importing Portfolios from Black Diamond
- Importing a portfolio from Blueleaf
- Importing a portfolio from Everysk Samples
- How to change the portfolio name
- How to change the base currency
- How to set the portfolio net asset value
- How to set the portfolio date