How to view & export transactions for a portfolio in MProfit?

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: To begin, please choose the portfolio that you wish to view

Step 2: Navigate to the Actions tab on the top-right.

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 7: Once there, click on Generate Report.

Step 8: Now, select the Period.

Step 9: Choose the desired period from the drop-down list.

Step 10: Finally, click Generate Report.

This is how you can seamlessly view and export stock transactions in a single portfolio on MProfit!