Yes, you can export your portfolio data from Angel One easily in Excel format. This helps you track your investments, analyze your portfolio, and keep records for future reference or tax filing. Exporting your data is simple and available both on the Angel One app and website.

How to Export Your Portfolio Data from Angel One?

On the Angel One app, log in and go to the Portfolio section. Select the type of assets like stocks or mutual funds. Then, tap the download icon and choose Excel format. Your portfolio data will be saved to your device. On the Angel One website, log in, go to Portfolio, click the download icon, and select Excel. The file will be downloaded to your computer for easy access.

What Details Are Included in the Exported Portfolio?

The exported Excel file includes key details like the names of stocks or funds, quantity held, average purchase price, current market value, and profit or loss. This information makes it easier for you to review your investments and plan your next steps. Having this data offline also helps during tax season and for sharing with your financial advisor.

Why Should You Export Portfolio Data?

Exporting your portfolio data gives you full control over your investment information. You can easily analyze your portfolio’s performance over time, compare investments, and identify which stocks or funds are doing well. It also provides a backup copy of your holdings, so you can access it anytime even without internet access.

Is Exporting Portfolio Data Safe with Angel One?

Yes, Angel One ensures that your portfolio data is secure. The export feature is available only after logging in with your credentials, so your data stays protected. Make sure to keep your downloaded files safe, especially if you store sensitive information on your device.

Can I Export Data for All Asset Types?

Yes, Angel One allows you to export portfolio data for various asset types including equities, mutual funds, bonds, and sovereign gold bonds. You just need to select the asset category before exporting. This flexibility helps you manage all your investments in one place and get a complete picture of your financial portfolio.