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allow export from portfolio to spreadsheet #248

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rrelyea opened this issue Nov 18, 2023 · 0 comments

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PortfolioReview PortfolioTracker

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rrelyea commented Nov 18, 2023

A user asked for this:

I'm setting up my own (simple) spreadsheet to do portfolio planning using this data as a basis as I need to get to a new portfolio model post-advisor; I'd be curious to see if anyone else has exported and set up their planning world

rrelyea added PortfolioReview PortfolioTracker labels

rrelyea mentioned this issue

Export center #293

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