Not sure if I’ve missed it but is there a way to adjust your daily contract statement email to include your total account value? I would like some way of getting emailed a summary of the day, or even an auto export of the days history maybe?
In the History section of the app, clinic “Export History” (the second icon in the top right corner), then adjust the time frame to the previous day and export.
Is there a way to automate this? Like receive it via email everyday