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Can I export my data?

edited March 2013 in General

Yes, you can save any report in Microsoft Excel or Adobe PDF format.

Goto Reports -> Transactions (make sure you are in portfolio view not group view). The 5 reports below contain all your transaction details for each portfolio:

Contract Notes -> Stock Transactions
Mutual Funds -> Date-Wise
Other -> ULIP
Other -> Insurance
Other -> Other Assets

Save each of the reports as an Excel file.

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