Good morning,
Maybe this is an hidden feature, but I didnāt 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 !
Good morning,
Maybe this is an hidden feature, but I didnāt 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
Iāll have to disappoint you this time as thereās no such feature available currently. Still, you can export your accountās history for a specific period as a CSV by going to Menu > History, or if youāre referring to a pie, you can download a CSV by going to the pieās āHoldingsā tab and clicking on the three dots at the top right corner.
Thank you, no worriesā¦
Strangely there is a report of my stocks available, called āConfirmation 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 Iām not the only one ?
Do you have a plan to develop this feature in the future ?
If youāre referring to the āConfirmation of holdingsā tab within the āDocumentsā 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. Iāll send you a DM to check this further and get a screenshot if possible.
This is not something in our near-term plans, but weāll consider it for future updates