Exporting Target Portfolios to CSV (TAMP)

Exporting Target Portfolios to CSV (TAMP)

NOTE: The following documentation applies to AdvisorEngine TAMP clients only.

If needed, the Target Portfolios grid can be exported to CSV for use in Microsoft Excel or other similar applications.

Exporting Target Portfolios

The CSV export only exports the currently viewed page of the Target Portfolios grid. Prior to export, apply any search or filter desired and edit the Rows per page setting to see exactly the list you would like to export.

Note that the most which can be exported at a time is 500 rows. If your data exceeds this amount, you will need to export each page of the grid separately.

Once you have the grid arranged to the view you would like to export, click in the upper right of the grid. Your file download begins automatically.

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