Export of positions portfolio dashboard by lot

philliesphan0880

I find the portfolio dashboard hand for glance at current holdings profit/loss but would like opportunity to export my custom report to excel fully expanded by lot. I didnt see a way to export this except sending a transaction register to excel and building table myself. Am I missing anything ?
Thanks in advance.

Jim_Harman

Assuming you are referring to the Investing > Portfolio views, you can group the view by account then select Expand all to see the tax lots. To export to Excel, select File > Print or hit Ctrl-P then select Export and Excel (CSV)

mshiggins

Press CTRL P or use menu File | Print Portfolio to "print" the Portfolio to a file. 

Jim_Harman

Assuming you are referring to the Investing > Portfolio views, you can group the view by account then select Expand all to see the tax lots. To export to Excel, select File > Print or hit Ctrl-P then select Export and Excel (CSV)

philliesphan0880

Thanks Jim. The File Print (it is actually File..Print Portfolio in the menu for future readers) (Ctrl P) was the missing link. I don't think of printing as export. Thats my shortcoming not yours. Appreciate the assistance.