Your data is yours. Whenever you want a copy, for your records, your CA, or a spreadsheet of your own, Settings → Export Data hands it over as a plain CSV that opens anywhere.
Two exports
- Export Transactions: every buy, sell, dividend and corporate action you've recorded, across all portfolios.
- Export Holdings: a snapshot of what you hold right now, with quantity and average cost.
Export Data
Download your records as a CSV — yours to keep, open anywhere.
Export Transactions
Every buy, sell, dividend and corporate action, across all portfolios.
Export Holdings
A snapshot of what you hold right now, with quantity and average cost.
Pick transactions or holdings and Download CSV. No account linking, no lock-in.
Download it
Click Download CSV under whichever one you want and the file saves straight to your device. Open it in Excel, Google Sheets, Numbers, anything that reads a spreadsheet.
Tip: It's worth exporting your transactions before any big clean-up in the Danger Zone. A fresh CSV is the easiest way to bring everything back if you change your mind.