You can now Favorite and Export your Portfolios to CSV!



Hi folks,

I’m delighted to announce that you can now Export your Portfolio to CSV or Google Sheet and Favorite them! These two features were among the most popular feedback in the Forum when we launched Portfolio, and it’s exciting to see they are live only one month and a half after the initial launch!

So let’s take a closer look at these two new options:

  • Export to CSV or Google Sheets: Simply click on the “…” menu next to your Portfolio’s name and select Export > Google Sheet/CSV

  • Favorite your Portfolio: Simply click on the little :star:icon next to the Portfolio’s title to automatically save your Portfolio in the “Favorite” section of your left sidebar:

As always, if you have any questions or feedback, please let us know in the comments below!

Favoriting a portfolio