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

[image] Zrtz: the data you export from T212 is your history of sold and buys which doesn’t show true reflection of your actual stock level? What do you mean by that? After buys and sells, the result must reflect your currently holdings.

Things like stock splits and rights issues are not included on the export (or your history in the app). If I sum the totals in my export it does not fully agree with my portfolio for a couple of stocks for those reasons.

[image] BenP: Things like stock splits and rights issues are not included on the export That’s true, well spotted. Although this might be the case for just very few stocks, so manual adjustments might be very small. It’s a tricky point for an automated import tool :thinking:

@George , I think I’m not alone when I ask if it’s possible to have the export with four decimals?

Can you please update web app to include export features and also include current holdings. Thanks

It works well enough for me. I throw it in G Sheets, publish it and pull it into FinKi using an API so it becomes a kind of web based portfolio tool … it tracks dividends, corporate actions, prices etc… I might make a public version if anyone’s interested :thinking:

Please do. I think many will find it helpful :wink:

[image] Finki: It works well enough for me. I throw it in G Sheets, publish it and pull it into FinKi using an API so it becomes a kind of web based portfolio tool … it tracks dividends, corporate actions, prices etc… I might make a public version if anyone’s interested :thinking: +1 (I would…

Yeah, got a lot of emails about this. Seems people want it. Guess I shouldn’t be surprised I’m effectively offering a portfolio monitoring tool for free. I guess I should have thought that one through!!! D’oh! :upside_down_face: However, genuinely, got so much work on at the moment that this falls …

Exportable Data

💡 Feature suggestions & ideas

Richard.W January 23, 2021, 7:50am 157

This has been done. (Though a download of current holdings in not yet there - but you could easily calculate your present holdings from some spreadsheet commands such as SUMIF.) See

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Exportable Data

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