Dear @Team212 , I want to apply for a bank loan and they want to know how much money I have in my broker account. I have separate contract statements from you but I would like to have just a summary that shows my complete name and the invested amount. Unfortunately I am unable to find any export fun…

Download summary of the investments for official proof

Richard.W November 26, 2020, 2:52pm 5

There is this recent post from one of the staff. Not quite sure what he means by “soon”.

Topic		Replies	Views
Ability to export transaction data from invest 💡 Feature suggestions & ideas	0	301	June 30, 2020
History export pdf 💡 Feature suggestions & ideas	5	1243	December 20, 2021
Portfolio Statement On Demand 💡 Feature suggestions & ideas	0	306	May 15, 2020
All holdings report 🤝 Help	5	409	March 30, 2024
Consolidated Record of Trades and Investments 🤝 Help	2	377	July 21, 2020