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…

I think it would be very useful to be able to download one’s portfolio both as a PDF and a spreadsheet so I look forward to a response from T212 on this.

This is a feature that we have been told is on the road map and will be launched fairly soon.

Thanks for this update - do you have any idea of timeframe on this?

There is this recent post from one of the staff. Not quite sure what he means by “soon”. [image] Exportable Data 💡 Feature suggestions & ideas Implementation has started recently. Soon you’ll be able to export your account history as CSV or PDF. slight_smile

@Richard.W Thank you very much for your reply. Please advise me what can I do in the mean time? I just need T212 to write my name and total invested amount on a PDF letterhead document. I am thanking you in anticipation.

I think if you send a an email message to them they will do this for you. info@trading212.com

Download summary of the investments for official proof

🤝 Help

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
Exportable Data 💡 Feature suggestions & ideas	206	16631	August 17, 2025
Ability to export transaction data from invest 💡 Feature suggestions & ideas	0	327	June 30, 2020
New feature - Export your investing history 📰 What's new	121	11249	April 30, 2024
Portfolio Statement On Demand 💡 Feature suggestions & ideas	0	312	May 15, 2020
All holdings report 🤝 Help	5	1134	March 30, 2024

Download summary of the investments for official proof

Related topics