This article will show you how to generate a report based on a particular shareholding across your entire database.
1. Select Analytical Insights from the top bar.
2. On the Analytical Insights page, make sure Transaction tab is selected and type in the investment (e.g. BHP) from the search bar.
3. Tick relevant filters to search for the investment.
4. Navigate to Download Excel on the right-top of the screen and select All Funds from the drop-down list. This allows the report to be downloaded as a spreadsheet.