Where can I export data in Microsoft Excel (.xlsx) format?

Entities > Download company info for all your entities

1. Navigate to the main Entities page listing all your entities.
2. Click the document icon next to "Entities" at the top of the page.

Entities > Download the Stocks report for a single entity

1. Navigate to the main Entities page and click the desired entity's name.
2. Navigate to the Owners tab and click the document icon next to "Stocks."