You can download 3 types of portfolio data. Each is downloaded as a file.
Download |
What it includes |
Where to find it |
Available for |
|---|---|---|---|
| Your holdings, showing only the columns in the view you selected | Holdings section |
All portfolio types | |
| Your holdings with all available metrics | Holdings section |
All portfolio types | |
| Detailed returns for each holding | Returns tab |
Transactions portfolios only. Not linked portfolios. |
Current View
Use Current View if you want the same columns you see on screen. The CSV file includes only the visible columns, not every available metric. To change which columns you see first, see: Portfolio Holdings Table Views
- Open your portfolio.
- Scroll down to the Holdings section.
- Select the download icon on the right side of the section.
- Select Current View.
- Click Save, and the CSV download starts.
Here's a sample CSV file of the Current View of a portfolio.
All Holdings Metrics
Use All Holdings Metrics if you want every available metric for each holding, whichever view you have selected. You don't need to change your view first.
- Open your portfolio.
- Scroll down to the Holdings section.
- Select the download icon on the right side of the section.
- Select All Holdings Metrics.
- Click Save, and the CSV download starts.
Here's a sample CSV file of the All Holdings Metrics of a portfolio.
Detailed Returns Report
Use the Detailed Returns Report if you want detailed returns for your portfolio and for each holding, for further analysis or record-keeping.
- Open your portfolio.
- Select the Returns tab.
- Scroll down and select Download as CSV. The report downloads as a CSV file.
Here's a sample CSV file of the Detailed Returns Report of a portfolio.