Download returns to a csv so we can do our own custom analysis
Hi wouldn't be great if we could download the daily/weekly/monthly returns to a csv so we can do our own custom analysis on our portfolio? For example we could then compute daily, weekly, monthly volatility (std dev), correlations to benchmarks, etc, etc. I realized I wanted to compute my portfolios standard deviation and compare that to my benchmarks (etfs AOR and AOA) but I cannot. I'd also like to compute correlations against a small matrix of benchmarks as well. I bet many users would find this functionality extremely helpful and I guess it should be realitively straightforward to implement. Feature request What do you want Navexa to do? Area (pick one) Chosen area: Portfolio Why does this matter? Allows users to do their own custom analysis and saves Navex time from having to create lots and lots of reports What should it look like? Have a button to export csv of portfolio daily/weekly/monthly returns. User should specify the time frame (daily,weekly,monthly,annually) and the start date/end date. It would be interesting if the export could also give the breakdown by holding. Thanks!