Your InvestGlass can generate backup of your data on the fly. The following data can be exported :

Client
Research
Model
Strategy
Portofolio
Compliance securities list

Exports are in a comma-separated values (CSV) files format. We recommend to use Open Office  https://www.openoffice.org/  or to make sure that when you open, edit, save your file, you respect the format UTF8. 

Did this answer your question?