If you have created a portfolio on Tolerisk from scratch and wish to export it as a CSV file, you can do so by clicking the "Export" button when you finish creating the file.
Here is how you can do so-
- Open the portfolio that you want to export. You can do so by clicking the "Edit" button next to the portfolio. You can access all your Portfolios on the "Portfolios" page under the "Portfolio Analytics tab on the left side of the site.
- This will take you to the portfolio editing page. Click the "Export" button on the screen's bottom left side.
- Your file will be downloaded successfully, and you can view it in your system's "Downloads" folder."
The video below will walk you through the steps above -