There is a wide range of historical data that can be seen and exported.
For historical values:
- Go to Graph my portfolio and click on historical portfolio values.
- Go to Portfolio Summary and either export the entirety of your data from the drop down menu (Account Balances, Transactions, Open positions) or simply change the day you wish to verify.
For transactions:
- Go to Transaction History in the “My Portfolio” menu bar. From there you can either change the date range or hit the excel export icon in the top right corner.
For recent orders:
- Go to Order History under the “My Portfolio” tab. From there you can either change the date range or hit the excel export icon in the top right corner.
For historical rankings:
- Go to Rankings under the “My Portfolio” tab. You can export to Excel the portfolio and the Alpha/Beta rankings as of the selected date.
