save portfolio as csv

[alpappy]

HI Mark
Is it posible to save my portfolio as csv to import into a spreadsheet How can I do that
thanks
alan

[alpappy]

when I try export it says format illegal? Alan

[Mark]

Hi alpappy,

What about your portfolio exactly are you trying to export? All the transactions? The current holdings? Any report can be saved to a CSV file using "File / Export to CSV..." from within that report window. If you want all the transactions exported to a CSV file you can either export an Investment Transactions report, or customize it more with "File / Export / Transactions / Generic..." and where it asks for an "Export Format" use something like this:

SYMB,MM/DD/YY,TRAN,ANUM,BNUM,CNUM

Press "Help" in that dialog for more detailed instructions, but it might be simpler to just export a report if that meets your needs.

[alpappy]

HI My accountant wants spread sheet format of the transaction for financial year buy sell dividends tax paid and buy commisions Will that format do all of that thanks alan

[Mark]

Yes, you can create an Investment Transaction report for the year, and export it to CSV with "File / Export to CSV...".

[alpappy]

Thanks Mark using the transaction report worked perfectly Tax done in no time
Kind regards
alan