Portfolio - Risk Management CSV Export

1. Access the Portfolio from either the tiles option or from the drop-down list. 

2. Click the Portfolio where you wish to extract the Risk Management CSV file.

3. Once you are on the Portfolio's main page, go to Settings

4. In the Portfolio's Settings page, click the Portfolio CSV Export button, which is beside the Close Portfolio button.

5. In the Portfolio's Settings-Portfolio CSV Export page, only tick the check box for Risk Management.


6. Click the Export to CSV button.


7. A zipped file will then be downloaded in your device's local drive. 

8. Upon extracting, you will see two (2) files contained in the zipped folder.