Exporting the portfolio / asset allocation (in a XLS file)

Good morning,

Maybe this is an hidden feature, but I didnā€™t find a way to export my portfolio, i.e. showing my asset allocation (amount per stock) in an XLS file.
How can you export such a view ?

Thank you in advance !

Hey, @Bibi :wave:

Iā€™ll have to disappoint you this time as thereā€™s no such feature available currently. Still, you can export your accountā€™s history for a specific period as a CSV by going to Menu > History, or if youā€™re referring to a pie, you can download a CSV by going to the pieā€™s ā€˜Holdingsā€™ tab and clicking on the three dots at the top right corner.

Thank you, no worriesā€¦ :slight_smile:
Strangely there is a report of my stocks available, called ā€˜Confirmation of holdingsā€™. But the amounts are not listedā€¦
So it is a pity it is not possible to export my stocks with the amounts.

I personally think this is a must-have. Maybe Iā€™m not the only one ?
Do you have a plan to develop this feature in the future ?

If youā€™re referring to the ā€˜Confirmation of holdingsā€™ tab within the ā€˜Documentsā€™ section, the number of shares you hold with each instrument in your portfolio should be displayed once you select the date and click on the generate button. Iā€™ll send you a DM to check this further and get a screenshot if possible.

This is not something in our near-term plans, but weā€™ll consider it for future updates :pray:

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