Yes, there is a ‘View in Analytics’ button next to the ‘Generate Report’ button, which will export the assets to Analytics (as long as you are a subscriber). This functionality exports the current asset allocation of the portfolio only.
Yes, there is a ‘View in Analytics’ button next to the ‘Generate Report’ button, which will export the assets to Analytics (as long as you are a subscriber). This functionality exports the current asset allocation of the portfolio only.