To use a portfolio scenario sheet data for additional purposes, you (the portfolio planner) can export your scenario sheets to Excel.
To export a portfolio scenario sheet:
Click Export, at the top of the Portfolio Planner window, to begin exporting the portfolio scenario sheet to Excel.
Follow the prompts and open, or save, the Excel sheet.
When you open the Excel sheet, the application displays the data from each scenario sheet, arrayed in tabs and columns identical to the Portfolio Manager scenarios.
The Excel sheet includes any formulas that were created in the Portfolio Manager for calculating values.
The Excel sheet also honors the frozen columns and the scrolling ability (so that you can scroll through the cash flow columns).