Skip to main content
All CollectionsDownload Our Data
Full Guide: Download To CSV
Full Guide: Download To CSV

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

S
Written by Support
Updated over 2 weeks ago

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

Track Portfolio & Track Watchlist Page

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

This is what it looks like on the Watchlist Page.

It can also be found on the following Portfolio Tracking tabs:

-Portfolio Overview

-Dividend Insights

-Dividend History

-Activity

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

Stock Analysis

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

It is available on the following Stock Analysis tabs:

-Financial Statements

-Key Financials

-Dividends

-Shares Outstanding

-Price Ratios

-Other Ratios

-Stock Splits

-Peers

Did this answer your question?