Export portfolio

Hi, is there a way to export my portfolio holdings to csv? I know you have to pay for the tax forms but what about just the portfolio holdings?

Hi @Michael,

You can export a transaction history CSV with all your transaction history for free. With a tax plan you can download a more comprehensive transaction history with basis information and tax reports. With a portfolio subscription, you’ll get access to your full holdings that you can download as a PDF from the performance page.

I have a Portfolio subscription (Enthusiast) but I don’t see any export button.

Is there any way you could add a CSV export of portfolio holdings to the subscription? I would like to be able to regularly copy my holdings into Excel for tracking. PDF is nice but not that useful for using the data and I don’t plan on showing a PDF of my portfolio to anyone.


Hi @Michael,

Sure — you can track this feature request here.