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Full Guide: Download To CSV
Full Guide: Download To CSV

How to download data from Stock Research, Portfolio Tracking, and

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Written by Support
Updated over 9 months ago

You can save/download your Portfolio Tracking, Watchlist, and Stock Research Pages via CSV file. This will let you keep local copies overtime and do custom analysis with the data.

Portfolio Tracking & Watchlist Page

In the action bar, click the "Download as CSV" button.

This is found on the following Portfolio Tracking tabs:

-Portfolio Overview

-Dividend Insights

-Dividend History

-Activity

It is also available on the Watchlist Page.

Here is an example pop up. Click the green "Download as CSV" button. This will save your CSV file.

Stock Research

Grey "Download as CSV" button. Found at the bottom of every table.

It is available on the following Stock Research tabs:

-Financial Statements

-Key Financials

-Dividends

-Shares Outstanding

-Price Ratios

-Other Ratios

-Stock Splits

-Peers

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