Skip to main content

How do I export my portfolio data?

Go to Portfolio → Graph → Export Data. Export your portfolio in CSV format. Includes all investments, valuations, dates, and performance metrics.

Wealt allows you to export your complete portfolio data for personal records, tax filing, or financial planning.

How to export?

  1. Navigate to the Portfolio page

  2. Click the download icon on the graph

  3. Download the file

What's included?

  • All investments (both SPV deals and manually added assets)

  • Current valuations

  • Investment dates and amounts

  • Performance metrics (returns, unrealised gains/losses)

Use cases

  • Tax filing: Provide to your accountant alongside K-1 forms

  • Financial planning: Import into your financial planning tool

  • Personal records: Keep an offline copy of your portfolio

Advisor sharing: Share with your financial advisor for a complete picture

Related Articles
Do I need to be a professional investor or have a financial background?
What disclosure and financial information will I receive from portfolio companies?
How do I add an asset to my portfolio?
How do I change my preferred display currency?
When do I receive updates on my investments?
Did this answer your question?