Skip to content
This repository was archived by the owner on Sep 14, 2025. It is now read-only.
This repository was archived by the owner on Sep 14, 2025. It is now read-only.

Add Download CSV Button to Holdings Page #22

@CameronBeneteau

Description

@CameronBeneteau

We have a button on the performance page so users can download the data in CSV format starting from the currently selected date. We should add the same functionality for the holdings page. Same button style, same location on the page. Should download the holdings data in CSV format of the current date and portfolio. Ensure naming is consistent with what the performance page does so it should include the portfolio and date. Something like holdings_data_benchmark_2025-03-24.csv.

Image

Ref:

Metadata

Metadata

Assignees

No one assigned

    Labels

    No labels
    No labels

    Type

    No type

    Projects

    No projects

    Milestone

    No milestone

    Relationships

    None yet

    Development

    No branches or pull requests

    Issue actions