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How do you download to Excel, investment portfolio information

Unknown Member
edited October 2018 in Investing (Windows)
I have 3 brokerage accounts & I would like to view & sort the information in Excel for graphing & performance tracking. Can this be done from Quicken (Investment tab)?


  • Unknown
    Unknown Member
    edited October 2018
    If you go to the portfolio view and press Ctrl-P you can select Export to and select a tab delimited file that Excel can read.

    You can also generate investment reports and export from there.
  • splasher
    splasher SuperUser ✭✭✭✭
    edited October 2018
    All the reports are exportable to Excel from the report itself, so if you can get the data you want shown in a report, you should be good to go.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
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