Help Contents

Overview

Quick Start Guide

Portfolio Lists

Portfolios

Attributes

Prioritization

Optimization

Bubble Charts

Bar Charts

Ranking Charts

Efficient Frontier Charts

Sensitivity Charts

Menus

Printing and Exporting Portfolios

Open and displayed portfolios can be exported as text files that can be opened as spreadsheets in programs such as Microsoft Excel® and Apple Numbers® using the standard control-E (Windows) or Command-E key combinations or selecting the "Export..." menu item from the "File" menu.

The export dialog will display a form to select what data that you want to export.

The export command will display a standard file save dialog.