Create and export asset overview
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You can view a list of your assets. This can be exported as a CSV or Excel file. This view is only available on the web version of LGT SmartBanking.
Step 1
Go to “Wealth” and then “List of assets”.
Step 2
In the standard view, all assets of your portfolio are displayed. You can filter by one or more portfolios and asset classes. The displayed table can also be sorted according to your criteria.
By clicking “Edit views”, you can customize the view and save it for future evaluations. All views can also be modified later. You can also export them as a CSV or Excel file.
Do you need assistance?
Contact us if you didn't find the answer to your question in the online help or something isn't working as it should. Our LGT SmartBanking Support is available weekdays from 8 a.m. to 6 p.m. and will be happy to help
LGT SmartBanking Support
Back to the online help overview page
On our SmartBanking online help page, you’ll find comprehensive support for all banking functions. In addition to frequently asked questions, we provide detailed information on topics such as wealth management, payments, and trading orders.