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What is the portfolio export?

With the portfolio export, you can download an up-to-date overview of your Investments at any time.

The portfolio export includes, among other things:

  • Basic information about your Investments, for example start, term, repayments paid out and outstanding repayments
  • A separate worksheet with all interest payments and repayments
  • Another worksheet with all status updates for the respective Projects

You can download the portfolio export at any time in your portfolio in the download section. The export is newly created when you download it, so the overview is always up to date on the day of download.