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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
 
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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
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