Analysis data export

Everything you need to know about using portfolio analysis and reporting on the platform.

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Matter is continuously working on facilitating the integration of our data within your workflow.

As of today, you will have the possibility to export data at the portfolio level from the platform for more nuanced and specific uses that the platform can offer you.

The following screenshot indicates how to extract the data.

Available formats

  • As a PDF report
    A ready-to-report PDF version of the analysis that you are conducting on the platform
  • As a CSV file
    A format to make it easier to import into a spreadsheet or another storage database, regardless of the specific software you're using
  • As an XLSX file
    A format to follow the standard extension for the modern Microsoft Excel spreadsheet files. They are zip-compressed XML spreadsheet files better analyze and organize data on your side.

Which metrics are available?

The current platform is limiting the access to a specific set of metrics, our team is working on the possibility to customise the export, tailored to your needs.

What can you export?

  • Data used for analysis at the portfolio level
  • Portfolio holdings