Export portfolio

Create an export of your portfolio to receive all your data togheter in a file. In your portfolio, navigate through the black menu on the left to Portfolio setting and to the Export portfolio tab. Click on Send me an export. You will receive a copy of all the forms and attachments you have added to your portfolio by email. In addition, you will receive all data in an Excel file. This file can be read by another portfolio system.

Updated on: 09/04/2025