In this tutorial, we will explain how you can view and export all transactions that have been imported or added to a single portfolio in MProfit.
Additionally, you will also learn how to download these transactions for each portfolio using the CSV export feature. Here's how
Step 1: Login to your MProfit account and choose the portfolio that you wish to view.
Step 2: Navigate to the Actions tab.
Step 3: Select the View All Transactions option from the drop-down list.
Step 4: You can apply filters based on your requirements.
Once you have set the filters, click on Export to CSV.
Step 5: Alternatively, you can generate a report by navigating to the Reports tab.
Step 6: In the next window, click Transactions.
Step 7: Click on Stock Transactions.
Step 8: Once there, click on Generate Report.
Step 9: Now, select the Period.
Step 10: Choose the desired period from the drop-down list.
Step 11: Finally, click Generate Report.
This is how you can seamlessly view and export stock transactions in a single portfolio on MProfit!
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