When becoming a money manager, you are able to export a history report of all the investments made into your fund.
Step by Step Guide
- Login to the PAMM widget and select the fund.
- Click on the History tab.
- Select between Transactions or Requests.
- Click on the Upload CSV icon.
A CSV file will start to download on your browser.
Kindly find an example of the report below.
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You can contact us via live chat or send an email to email@example.com and we can assist you further.