Export the Securities Accounts summary to CSV

English Import/export
1

I really like using the Securities Accounts summary to see the value and cash balance of each portfolio. However, I should like to have this data in Excel to combine it with my other financial data.

Is there a built-in way to export this summary table as a CSV file? Many tables have an export option, but this one is missing it.

Just to clarify, I only need the summary table exported, not the detailed list of holdings.

Great programm! Many thanks to the developers.

2

That is a fair feature request. That does not work at the moment. I will add a button to export to CSV. Currently, you cannot select all lines either and copy them into the clipboard - that is only line by line (that line can be inserted into Excel though).

3

Thank you for the quick response and for adding the export functionality in a future version!