# Excel Export

**URL:** https://community.sharesight.com/t/excel-export/874
**Category:** Sharesight features
**Created:** [24 February 2022 06:28 UTC](https://community.sharesight.com/t/excel-export/874 "2022-02-24T06:28:02Z")
**Posts on this page:** 9
**Page:** 1

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### Author: ![erwin.rosen](https://avatars.discourse-cdn.com/v4/letter/e/76d3ee/32.png) [@erwin.rosen](https://community.sharesight.com/u/erwin.rosen)
#### Post date: [24 February 2022 06:28 UTC](https://community.sharesight.com/t/excel-export/874/1 "2022-02-24T06:28:02Z")

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Can I export my portfolio to a excel sheet?

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### Author: ![JohnJ](https://avatars.discourse-cdn.com/v4/letter/j/c0e974/32.png) [@JohnJ](https://community.sharesight.com/u/JohnJ)
#### Post date: [4 April 2023 15:52 UTC](https://community.sharesight.com/t/excel-export/874/2 "2023-04-04T15:52:48Z")

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I was wondering the same thing just now. Seems like an obvious thing to do. Anyone knows? I don’t mean ‘All Trades’ export feature.

Instead:  
Export the open positions as CSV…not the whole trade history.

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### Author: ![Piumi\_Sharesight](https://sea2.discourse-cdn.com/sharesight/user_avatar/community.sharesight.com/piumi_sharesight/32/854_2.png) [@Piumi\_Sharesight](https://community.sharesight.com/u/Piumi_Sharesight)
#### Post date: [17 April 2023 07:01 UTC](https://community.sharesight.com/t/excel-export/874/3 "2023-04-17T07:01:53Z")

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Hi @erwin.rosen @JohnJ you might want to use the [performance report](https://help.sharesight.com/performance_report/) to export your portfolio to an Excel sheet. You can change the date range of the report and filter our any closed positions in the report. This report has all the information available in your portfolio overview page.

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### Author: ![stemw](https://avatars.discourse-cdn.com/v4/letter/s/b9bd4f/32.png) [@stemw](https://community.sharesight.com/u/stemw)
#### Post date: [25 April 2023 09:49 UTC](https://community.sharesight.com/t/excel-export/874/4 "2023-04-25T09:49:40Z")

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I want to export transactions with currency, exchange rate and date purchased and sold so I can use some simulation software. This portfolio doesn’t give me the depth. Is this possible

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### Author: ![roshan.sharesight](https://avatars.discourse-cdn.com/v4/letter/r/c0e974/32.png) [@roshan.sharesight](https://community.sharesight.com/u/roshan.sharesight)
#### Post date: [28 April 2023 00:16 UTC](https://community.sharesight.com/t/excel-export/874/5 "2023-04-28T00:16:58Z")

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Hi there, have you tried using our “All Trade Report” ?

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### Author: ![stemw](https://avatars.discourse-cdn.com/v4/letter/s/b9bd4f/32.png) [@stemw](https://community.sharesight.com/u/stemw)
#### Post date: [28 April 2023 10:36 UTC](https://community.sharesight.com/t/excel-export/874/6 "2023-04-28T10:36:14Z")

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I find the all trade report particularly frustrating - always gives me a page break on the pdf which means I have to write it in , or, a fail to load the date, quantity and cost in excel.

No report shows me the proper movements, ideally including corporate actions.

A bit frustrating.

![Screenshot 2023-04-28 at 12.32.15](https://global.discourse-cdn.com/sharesight/original/1X/e1ea7c2d3b943f7015fea6f296dbf9bf9e2c4ac3.png)

 ![Screenshot 2023-04-28 at 12.31.55](https://global.discourse-cdn.com/sharesight/original/1X/954d1ec7fd1f8f235d7e29605adfe90e247d49af.png)

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### Author: ![ChessPieceFace](https://avatars.discourse-cdn.com/v4/letter/c/5f9b8f/32.png) [@ChessPieceFace](https://community.sharesight.com/u/ChessPieceFace)
#### Post date: [29 April 2023 00:21 UTC](https://community.sharesight.com/t/excel-export/874/7 "2023-04-29T00:21:05Z")

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I came here looking for a solution for the Excel export not working: I remember it working fine previously when I’ve tried it, but I’m getting that error when I open the export now and date, quantity and a few other things are missing.

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### Author: ![Salpal](https://avatars.discourse-cdn.com/v4/letter/s/9fc29f/32.png) [@Salpal](https://community.sharesight.com/u/Salpal)
#### Post date: [29 April 2023 03:47 UTC](https://community.sharesight.com/t/excel-export/874/8 "2023-04-29T03:47:20Z")

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this is not working for me either

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### Author: ![mwse](https://avatars.discourse-cdn.com/v4/letter/m/d78d45/32.png) [@mwse](https://community.sharesight.com/u/mwse)
#### Post date: [3 June 2023 02:16 UTC](https://community.sharesight.com/t/excel-export/874/9 "2023-06-03T02:16:05Z")

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I routinely export the historical and performance reports (year to date and last month) for some analysis which is outside what I look to SS to do. This works well for me.

I have in the past received some errors in the excel downloads (but not for those reports). The errors are usually minor (e.g. a total formula missing). I have raised these to the helpdesk in the past with some success.

Hope this helps. Good luck
