OmniVest Forum : Questions on Using OmniVest : Download to Excel spreadsheet

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OmniVest User Forums Questions on Using OmniVest Download to Excel spreadsheet		Last Activity 6/10/2024 12:04 PM 0 replies, 892 viewings

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Paul Grossman

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Posts: 1

Joined: 10/11/2012
Location: Littleton, CO

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Subject : Download to Excel spreadsheet
Posted : 7/30/2017 11:18 AM
Post #36833

Is there a way to download the data from the strategy reports with a specific start date and end date so I can do further and quicker analysis of the data.
There is The Strategy Performance Report under the Reports Heading but this does not have an export function nor does it allow for end date.
Strategy Lab is more cumbersome and also does not have an export function. I am also looking at portfolio Wizard but need to use (avepercinvested) in an evaluation formula which does not seem to work. Any suggestions would be greatly appreciated.

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