Use the Export button on your Portfolio → Holdings table to download a copy of your holdings list as an Excel (.xlsx) spreadsheet or a PDF (.pdf).
When to use this
Share a point‑in‑time snapshot of your holdings
Do quick printouts (PDF)
Do deeper analysis in Excel/Google Sheets (XLSX)
How to export (web app)
In Navexa, open the Portfolio tab in the top navigation.
Scroll down to the Holdings section.
On the right‑hand side above the Holdings table, select Export.
Choose a file type: Excel (.xlsx) or PDF (.pdf).
Your file will download to your device via your browser’s normal downloads flow.
File type details
Excel (.xlsx)
Best for editing, filtering, and analysis. Open with Microsoft Excel, Google Sheets, or Apple Numbers.
PDF (.pdf)
Best for sharing and printing. Preserves the on‑screen layout of your holdings table.
What’s included
The contents of your Holdings table as displayed on the Portfolio page.
Column order and values match what you see in the app at the time of export.
Note: If you need a different layout or additional fields, export to Excel and adjust there before sharing.
Troubleshooting
Nothing happens when I click Export
Check your browser’s download permissions and pop‑up/download blockers. Try refreshing the page or using another browser.The file won’t open
• XLSX: Ensure you’re opening it with Excel/Sheets/Numbers.
• PDF: Use a PDF viewer such as Adobe Acrobat or your browser.I can’t find the downloaded file
Check your browser’s default download folder (often Downloads). Use your system search for the filename.
FAQs
Can I export to CSV?
Exports are available as XLSX or PDF. To get CSV, open the XLSX in Excel/Sheets and save/export as .csv.
Does the export include all rows?
Yes—it exports the holdings list from the Portfolio page at the time you export.
Is my data secure?
Exports contain sensitive portfolio information. Store and share the files carefully.