How-to
How to Export the Yearly Breakdown from Investment History
Yearly exports are easier to scan than daily data and help you see best and worst years quickly. Use them for side-by-side comparisons 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 illustrative and depend on your inputs and data availability.
- 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 the yearly breakdown to compare scenarios quickly.
Quick answer
- Run the checker first.
- Use “Export Yearly Breakdown” to download a CSV.
- Use yearly rows for comparison and summarising.
What the yearly breakdown export includes
A yearly export summarizes each calendar year inside your chosen window. Typical fields include the year, the start and end dates and prices, and the yearly profit and return percent. Your export header row is the source of truth, and field names can vary by version. See the yearly table guide for how to read each column.
| Field meaning | What it represents | Notes |
|---|---|---|
| Year | Calendar year inside your window | First and last rows can be partial years |
| Start date and price | Opening date and price for that year | Dates follow your chosen window and data source |
| End date and price | Closing date and price for that year | May be the last available trading day |
| Yearly profit | Price change across the year | Currency matches the listing |
| Return percent | Percent change across the year | Percent formatting may vary by locale |
Illustrative only; check your file’s headers.
Step by step: export the yearly breakdown
- Pick your ticker and date range.
- Run the Investment History Checker.
- Scroll to the export section.
- Click “Export Yearly Breakdown.”
- Open the CSV in your spreadsheet software.
How to use the yearly export for comparisons
Yearly rows make it easy to compare scenarios without reading every daily move. Combine exports in one workbook and label tabs with ticker, window, and currency. Compare:
- Two tickers on the same window.
- The same ticker on two different windows.
- Scenarios with or without contributions if your tool supports them.
Simple pivot idea
In your spreadsheet, create a table with Year and Return percent from each export, then pivot by Year to place scenarios side by side. Useful quick checks:
- Average yearly return across scenarios.
- Count of negative years.
- Which years overlap as best or worst.
Keep labels clear so you know which scenario each column represents.
Common formatting notes
- Date formats and separators vary by locale; adjust import settings if dates show as text.
- Decimals and percent formats can differ between spreadsheet tools.
- Prices might import as text—convert to numbers before calculations.
- Negative numbers may appear with a minus sign or parentheses.
- Currency symbols, if present, follow the listing currency.
- First and last year can be partial if your window starts or ends mid-year.
Troubleshooting export issues
- Export button is disabled until the checker run completes.
- Empty export often means the date range returned no data.
- Symbols with limited history may not have rows for early years.
- CSV opens with the wrong separator—set the correct delimiter on import.
- Percent columns importing as text—apply number or percent formatting.
- Rounding differences vs on-screen numbers are normal across apps.
- Missing years can result from your chosen start and end dates.
- Currency confusion—note the listing currency before comparing tickers.
- See the FAQ for more tips.
When to use daily export instead
Use yearly export for high-level comparisons. Switch to the daily export when you need detailed charts, custom rolling summaries, or to inspect specific dates. See the daily export guide for steps.
Quick checklist
- [ ] Checker run completed
- [ ] Yearly breakdown exported
- [ ] Header row reviewed
- [ ] Tabs labelled with ticker and window
- [ ] Comparison uses the same dates when appropriate
FAQ preview
- What is in the yearly breakdown export?
- Does it include dividends?
- Why is my first year partial?
- Can I export multiple scenarios?
- Why does my CSV look different in Excel vs Sheets?
- Where can I learn more? See the yearly table guide and the FAQ.
For details, read the yearly table guide and the Investment History Checker FAQ.
Ready to export your yearly breakdown?
Run your chosen window, export the yearly CSV, and keep labels clear for easy comparisons.