Download a portfolio

To export a copy of your portfolio data for your records, open your portfolio, select the Holdings tab, and then choose Download. Your portfolio data will automatically be downloaded to your computer in the form of a .csv file.

Note: legacy Portfolio Manager users will receive their downloads in the form of an .xlsx file.

Portfolio limits

Learn limits on portfolios, manual holdings, and aggregated holdings.
Stock splits

Learn how to record stock splits so they're reflected within your portfolios.
Dividend distributions

Record dividend distributions within your portfolios.

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Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

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We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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To learn more about how we handle and protect your data, visit our privacy center.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

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Portfolio limits

Stock splits

Dividend distributions

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How we approach editorial content

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