Hi Is there anyway we can get exportable data about our trades directly in to CSV or even a text file please thanks

I would like export to .csv for the reports. Copy and paste doesn’t keep the format.

Would also find this very useful!

This is a must! I personally keep track of all trading operations on a Google Sheets for my tax report and it is now a very tedious process as I must manually insert everything dozens of times per week. This is a basic feature present in almost all brokers. I believe it will come soon :slight_smile: …

Just want to bump this. Now that we have the awesomeness that is pies and 8 decimal fractional shares, I would really appreciate the ability to export my holdings, average price and quantity. It’s getting a bit difficult to manage manually in my database.

Exportable data is a major concern especially in terms of taxes. Every country has other tax requirements and being able to export the report would really reduce the pain and potential errors when doing the tax report. Please consider adding this feature.

Would it be possible to have a GraphQL API endpoint (accessible with our account credentials access token scoped ‘read-only’) to our account data? IT would help everyone get exactly the information they’re after for metrics in Excel or whatever other parser people use. Alternatively a csv or JSON A…

Hello I know this was mentioned here a few times, but does anybody know if this option (transactions history export to csv/xls) will be available on the platform anytime soon? Thanks Grzegorz

Apologies if this has already been suggested.

I just assumed it would be possible to export to excel or a csv file. Would really like this if it isn’t available already. (I haven’t looked for an option yet)

Exportable Data

💡 Feature suggestions & ideas

George June 19, 2020, 1:42pm 14

We know this feature is a must and will do it.

Topic		Replies	Views
New feature - Export your investing history 📰 What's new	121	11268	April 30, 2024
Export data to csv 💡 Feature suggestions & ideas	20	6554	March 16, 2021
Ability to export transaction data from invest 💡 Feature suggestions & ideas	0	327	June 30, 2020
Yearly Tax Report (export?) :chart_with_upwards_trend: 💡 Feature suggestions & ideas	21	4288	January 8, 2021
Ability to export portfolio to excel 💡 Feature suggestions & ideas	0	1473	June 22, 2020

Exportable Data

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