Portfolio Sync Interface

Save the table of missing securities.

The table of missing securities can be saved in various commonly-used formats, allowing you to edit and archive it the way you want.

The following formats are available to you:

  • Excel

  • Text

  • HTML

  • XML

Follow these steps:

  1. Click the "Missing securities" button.

  2. Right-click in the table and select SAVE from the context menu and specify the format.

  3. In the "Save in … format" dialogue window, assign a name, select the required directory and then confirm with "Save".
    This saveds the file in the selected folder.