stock basis

thowell582

I want to be able to export my stock basis to Excel, by purchase date. How can I do this?

Sherlock

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.

Sherlock

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.