Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Export daily portfolio values for a range in csv

Questions about updating prices or transactions in Fund Manager

Postby Duncan » Thu Jun 13, 2024 5:25 am

Any way to export the daily portfolio values in a .csv file for a range of dates in a table with date and values?
Duncan
 
Posts: 4
Joined: Sun Oct 18, 2020 12:37 pm

Postby Mark » Thu Jun 13, 2024 8:49 am

Hi Duncan,

Yes, there are a couple of ways:

1) Use "File / Export / Other / Portfolio Value...". You can't choose the date range here, but it will export the full range.

2) Create a Portfolio Value graph for the date range you want, and then use "File / Export / Other / Graph Data Points...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11453
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Prices and Transactions

Who is online

Users browsing this forum: Google [Bot] and 21 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.
cron