I want historical Data on my Portfolio where do I go?

There is a wide range of historical data that can be seen and exported. 

For historical values:

  • Go to Portfolio Summary and either export the entirety of your data from the drop down menu (Account Balances, Transactions, Open positions) or simply change the day you wish to verify.

For transactions:

  • You can visit the same as above by exporting account details and selecting transaction

  • Go to Transaction history in the My portfolio menu bar. From there you can either change the date range or hit the excel export icon in the top right corner.


Have more questions? Submit a request
Powered by Zendesk