Hi how do I get a CSV report of all of my individual holdings plus current value . I have it pdf but need it on csv
You can export in a .csv information about the orders you’ve submitted as of the moment. To do so, you can follow these steps:
- Go to your account ‘Menu’
- Select ‘History’
- Tap on the ‘Export history’ button at the top right corner
- Choose your preferences for the data export
- Submit your request and wait for the CSV file to be processed
- Once the file is ready, you will receive a notification to download it
On a side note, the monthly statements contain details about your open positions.
Hello @Bogi.H,
we need as CSV-Export as a portfolio overview about all of our holdings as the same in the PDF-statement.
That what you described get all the transactions of a time period.
I’ve already passed on the feedback for consideration 
1 Like
I had the same need a while ago too, still waiting for this so I can finally stop inputting numbers manually.
See here:
That’s actually gonna be pretty useful. I hope that you can upgrade this feature soon.