How do I export my portfolio to Excel from Online Sharetrading?
You can export the Portfolio Summary, Portfolio Consolidated View and Transaction View screens to Excel.
- Look for the ‘page with a folded corner' icon on each of these pages on the top right.
- Click on this to export the page to Excel.
Check out this video for the simple steps to creating a new portfolio and getting the most out of the portfolio service:
On the Portfolio page click the + symbol beside Portfolio Summary or go to the drop down list beside the ...
A double cog icon appears next to each portfolio name if it is receiving automated trade feeds. This icon can ...