How to export investment data to a spreadsheet
If you want all your investment data in a spreadsheet, Passiv makes it easy!
See and sort by contributions, buys, and dividends.
For example, say you’re a dividend investor living off your dividends.
You want to see how much you’re getting from dividends in each position.
This makes it easy to see exactly what you’re getting in dividends!
Go to Reporting
In the main dashboard, click “Reporting” on the left column
See your activity
On the reporting page, click “Activity” along the top
Adjust the settings
Adjust whatever you’d like to get the information you’re looking for:
- Dates
- How it’s sorted
- How many rows you can see
Download the CSV
Click "Export to CSV” in the top right corner
Open the CSV in a spreadsheet
The CSV file makes it easy to use with your favourite spreadsheet tool.
If you're using Excel:
Double-click the .csv file - it should automatically open in Excel with each value in its own column.
If it opens in a single column or looks messy:
Go to Data > Text to Columns
Choose Delimited, click Next
Select Comma, then Finish
If you're using Google Sheets:
Open Google Sheets
Click File > Import
Choose Upload > Select your .csv file
Choose to insert new sheet or replace current sheet, then click Import data
If you're using Numbers (Mac):
Open Numbers
Click File > Open
Select your .csv file - it should open with rows and columns separated properly