Have you worked out any way to get similar JSON just showing the current state of your portfolio? Rather than the transaction history.
I’ve had a poke around in the developer tools, but it seems to request the portfolio table data in batches, so I’m not sure how I could scrape it.
Maybe I’ll try React Developer Tools.
Exactly. From memory you just iterate over it. Sequentially adding to the page count or page number of offset or whatever it’s called. Alternatively you can go straight to the order Id if you know that. But, yeah, I recall it was a pain. I haven’t looked at it for weeks. I just use the portfolio download now.
I think I might’ve found it. It does look like the frontend downloads an object containing your entire portfolio. But it does it using WebSockets rather than XHR. So I might be able to scrape and parse that.
any update on allowing us to use an API to query for current holdings or a way to export it any other way.
I saw a comment saying it wasn’t top of priority, probably available @This_Time_Next_Year .
Sorry I had to 
Hahahahah 
I’m working through the file now. I can see myself exporting this data into a database so would be helpful if the order was kept the same. One thing that would be a big help, is if the Buy/Sells were given financial notions that represented this, so buys are positive share values and sells are negative, so I can build an equation to calculate my total shares. The current setup has me building complex equations to value each by their buy/sell status before I can do this and reference a lookup for the value.
You need to use the Buy/Sell mark. I think IIRC shorts would be reflected as negative positions, so ignoring the Buy/Sell mark would mean you read them as a sell.
If the figures represent the exchange as a neg or pos than you can use a sumif equation directly with the ticker to value up current shares. The current setup means im having to use an additional if equation with the market buy/sell values to convert the sells into negatives. It works but buts not ideal as I have to included an extra column in the data for this step, dragging the equation down further with each addition.
How about this to find my net position in the stock with ticker AMZN?
=SUMIFS(F2:F100,A2:A100,"*buy",D2:D100,"AMZN")-SUMIFS(F2:F100,A2:A100,"*sell",D2:D100,"AMZN")
You could also create two pivot table(s) one for all buy and one for all sell
Pivot fields:
Pivot table looks as below:
Not sure if this solves your problem but might help a little…
With Pivot table, you could also explore the Slicer/Timeline.
Nice one! I didn’t think of that one. So obvious now. Thanks. Worked a treat.
Hi I new to all this and put my money in but have not withdrawn any and sold a little earlier and bought new stock. Do I still have to declare this on my self assessment ?
Is it true that you can make gains of 12000 per ur without being taxed?
It is worth reading for yourself
But yes, £12,300 of net gains is allowed free of tax this tax year.
Is there any news for exporting data to CSV from the desktop version of the app?
Thanks for the work you do!
Yes. That feature is already available. Look under History.
Would be really good to have a specified annual statement for tax purposes.
As mentioned by some people above, Spain is quite strict, has a FIFO policy and normally you would present all the paperwork to the specialist (Gestoria), they have accountants and lawyers and try to prevent as much trouble as possible with the tax office and if there is any they will help you sort it out. But you do need to present a proper statement.
Something I get both from the bank and DeGiro where I have my other portfolios.
Any google sheet / exce guru has created a dashboard? 
If you would like anything added, post a suggestion in the the thread and I’ll have a look later this week 
T212, THIS INFORMATION IS A MUST ALSO FOR PORTUGAL (yes, in capitals letters, some of us are asking for this for months not only in this forum but also by email). Thank you.
