Report Menu

This menu includes some menu items useful for saving the elements of PortfolioTK to be used independently of the application.

• Export Charts: This will export every chart to be saved in the PortfolioTK -> Report -> Images directory.
• Export Trades: This will export all of your trades in the Trades tab into a comma separated .CSV file to be opened with Excel or other text editors. The file will be saved in the PortfolioTK -> Report directory.
• Gains and Losses: Generates a gains and losses report based on the specified year selected for the open account. All closed positions for the specified year will be displayed along with their sale price, cost basis, and profit/loss. This is beneficial for end-of-year tax reporting on your Schedule D.