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.
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.
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.