How to view and export Account statements & Portfolio Valuation Reports | Scribe

    How to view and export Account statements & Portfolio Valuation Reports

    • Ken |
    • 12 steps |
    • 37 seconds
    • DyerandblaironlineDyerandblaironline
    1
    Log into the Dyer & Blair Active Trader system
    2
    Navigate to **Reports** item on the side menu, click the Drop Down button and Click **"Statement"**
    3
    **Specify the period** you'd like to view a statement of by selecting the From and To Date on the calendar
    4
    Click **"Go"** to generate the statement
    5
    All transactions that occurred during the specified period will be populated on the statement
    6
    To **export** your statement, click on the **arrow** highlighted below
    7
    **Select the desired format** to export i.e. CSV, XLS or PDF and your statement will be available for download
    8
    **To view your Portfolio**, open the side menu and click **"Reports"** to open a drop down list
    9
    Click **"Portfolio Valuation"**
    10
    You will get a graphical and detailed summary of your entire portfolio as shown below
    11
    **To export your portfolio**, click on the highlighted arrow
    12
    **Choose the desired format** i.e. CSV,XLS or PDF and your portfolio will be available for download.