Back to Knowledge Base

  • First, click on Positions & Alerts tab in the main menu at the top of the page (1).
  • Next, click to select the portfolio containing the closed positions , or select All to view all closed positions in all portfolios (2).
  • Then, click on the Closed Positions tab (3).
  • Click to select the time period of Closed Positions you would like to view (4). The default time period shows the last 6 months.

  • Click on the Export icon (1) on the far right of the page, and a .csv file will be created for you to open in a spreadsheet software program such as Microsoft Excel.
  • Your file will appear in the Download area of your Browser