How do I export my portfolio to Excel from Online Sharetrading?

Last Updated: 01 Oct 2014

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:

Was this helpful?

Related Answers

Related topics

, , ,