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Portfolio Manager Help
Export Portfolios to an Excel File
Use the Portfolio Locator tool to select portfolios and export the list to an Excel file.
To export portfolios to an Excel file
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In the menu bar, click Tools > Portfolio Locator.
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Do one of the following:
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To open an existing query, in the toolbar, click Open. Click the query and then click Open.
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To create a query, specify the columns, conditions, and order.
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Click Run. The query results appear on the Results tab.
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Click Export to Excel.
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In the Save As dialog box, type a name for the file or accept the default.
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Click Save.