Copy / paste or export investment information
Many of the reports and registers can be copied / pasted or exported to Excel, which is very nice. But that capability is missing from some of the investment views, e.g. it doesn't seem to be possible to copy the transactions on the Securities Detail tab or the prices in the Security History dialog. I would really like to see that capability added.
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1 Posted by dwg on 12 Oct, 2024 03:19 AM
There is a security price history report.
2 Posted by Stuart Beesley ... on 12 Oct, 2024 05:55 AM
Try the Extract-Data extension
3 Posted by wesjdick on 12 Oct, 2024 01:05 PM
Ah, thank you, Stuart, I did not know about that extension. It looks very helpful.
System closed this discussion on 11 Jan, 2025 01:10 PM.