stock basis
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thowell582
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I want to be able to export my stock basis to Excel, by purchase date. How can I do this?
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Best Answer
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One way is to use the default Portfolio view: press Ctrl + U, select Expand All, press Ctrl + P, choose Export to:, select Tab-delimited (Excel Compatible) text file from the pull-down menu and Export. If desired, you may customize the Portfolio view. For example, select Customize.6
Answers
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One way is to use the default Portfolio view: press Ctrl + U, select Expand All, press Ctrl + P, choose Export to:, select Tab-delimited (Excel Compatible) text file from the pull-down menu and Export. If desired, you may customize the Portfolio view. For example, select Customize.6