Exporting All Portfolios

The Export All Portfolios option in the File menu allows you export your portfolios to XML format. This format can then be imported into other applications, such as an Excel document to aid in analysis.

To export your portfolio, click on the File menu. Select Export All Portfolios to export your portfolios.

Locate where you would like to save the file on your computer, such as the Desktop, or Documents folder of your PC, and then enter a file name to save the file as. Click on 'Save' to save the file.