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How to export portfolio symbols and number of shares

General questions about using Fund Manager that do not fit into any other forum.

Postby Stefan » Sat Aug 15, 2020 1:23 pm

Hello,

I am trying to figure out how to export a portfolio symbols and number of shares for each symbol to a .csv file. Thank you!
Stefan
 
Posts: 61
Joined: Fri Dec 11, 2009 9:29 pm

Postby Stefan » Sat Aug 15, 2020 2:30 pm

I think I figured out how to do this: create a customized report for only shares #s (symbols show up automatically) and with the start/end date set to "today". Run the report and then use File--> Export to CSV.

Is there any automatic/programmatic way to do this? Like running a batch file?
I want to input the current portfolio into my automatic trading system data, so that it can calculate what to buy/sell based on the current portfolio holdings.
Stefan
 
Posts: 61
Joined: Fri Dec 11, 2009 9:29 pm

Postby Mark » Mon Aug 17, 2020 11:34 am

Hi Stefan,

You could memorize this report, and let the end date float to the current date, so you just have to export the report to a CSV file. There is no option to automatically export.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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