How to export portfolio symbols and number of shares

[Stefan]

Hello,

I am trying to figure out how to export a portfolio symbols and number of shares for each symbol to a .csv file. Thank you!

[Stefan]

I think I figured out how to do this: create a customized report for only shares #s (symbols show up automatically) and with the start/end date set to "today". Run the report and then use File--> Export to CSV.

Is there any automatic/programmatic way to do this? Like running a batch file?
I want to input the current portfolio into my automatic trading system data, so that it can calculate what to buy/sell based on the current portfolio holdings.

[Mark]

Hi Stefan,

You could memorize this report, and let the end date float to the current date, so you just have to export the report to a CSV file. There is no option to automatically export.