How-to
How to Export Daily Data from Investment History
Daily exports help you work with the numbers in a spreadsheet while keeping the tool results as a reference. Use them for charts, comparisons, and audits without over reading day-to-day noise.
Published: December 26, 2025 · Updated: December 26, 2025 · By FinToolSuite Editorial
Disclaimer
- Educational purposes only, not financial advice.
- Exports are based on available data and your inputs.
- Past performance is not a reliable indicator of future results.
- Market returns can be negative.
- See the Privacy Policy for data handling details.
Open the Investment History Checker
Run your dates, then export daily data to work with it offline.
Quick answer
- Run the checker first.
- Use “Export Daily Data” to download a CSV of daily rows.
- Use daily data for analysis, but avoid over reading day-to-day noise.
What the daily export includes
The daily export contains dated rows and price-related fields used by the tool. Column names can vary—check the header row in your export for exact fields. See the daily data columns guide for details.
| Column (illustrative) | Description |
|---|---|
| Date | Trading day for the row |
| Price-related fields | Columns used by the tool to chart and calculate metrics |
Illustrative only; check your file’s headers.
Step by step export instructions
- Choose ticker and date range.
- Run the checker.
- Scroll to the export section.
- Click “Export Daily Data.”
- Open the CSV in your spreadsheet software.
Common uses
- Build your own charts.
- Compare two windows in one sheet.
- Compute rolling summaries.
- Save an audit trail of what you ran.
Avoid over interpreting daily noise
Daily moves are noisy. Backtests are often about patterns over time—consider weekly or monthly summaries for readability, and pair daily data with the chart and yearly table.
Handling and privacy tips
- Store exports locally and securely.
- Remove personal notes before sharing files.
- Avoid attaching exports publicly.
- Keep only the windows you need.
See the Privacy Policy for data handling details.
Troubleshooting common export issues
- Empty file because the run did not complete.
- Date range too narrow.
- CSV opens with wrong separator.
- Numbers treated as text in your spreadsheet.
- Timezone date shifts when importing.
- Duplicate header rows after copy/paste.
- Missing days due to market holidays.
- Currency confusion for different listings.
More answers: Investment History Checker FAQ.
Quick checklist
- [ ] Ran the checker successfully
- [ ] Exported daily CSV
- [ ] Confirmed header columns
- [ ] Avoided over reading daily noise
- [ ] Stored file safely
FAQ preview
What format is the daily export?
CSV with dated rows for your selected window.
Why do I see gaps in dates?
Market holidays and weekends have no data, so those days are missing.
Does daily export include dividends?
Check the column headers and tool notes for inclusion. It depends on the data source.
Can I export multiple scenarios?
Yes. Export each scenario and label files clearly.
Where can I learn the column meanings?
See the daily data columns explained guide.
Export and explore
Download daily data, chart it in your spreadsheet, and keep the tool results as your reference.