Export data from SSG/portfolio into excel
Allow ability to export SSG data from either one SSG or all SSGs from a portfolio into excel format.
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Our redistribution agreement with Morningstar prohibits us from providing an Excel export of all company fundamental financial data which is what is included with an SSG.
Regards,
BetterInvesting
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Mike Higgins commented
I like to try and merge my SSG data with other sources (Manifest Investing, David Fish's Dividend Champions, Contenders and Challenger's list, etc). I can do this with my Toolkit6 data now - but I don't think I can do so with my SSG+ portfolios.
I've also got a large number of SSGs in my TK6 database - being able to sort, filter and analyze them via the Excel tools is quite helpful.