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

Good morning,

Maybe this is an hidden feature, but I didn’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:

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

Thank you, no worries… :slight_smile:
Strangely there is a report of my stocks available, called ā€˜Confirmation of holdings’. But the amounts are not listed…
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 I’m not the only one ?
Do you have a plan to develop this feature in the future ?

If you’re referring to the ā€˜Confirmation of holdings’ tab within the ā€˜Documents’ 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. I’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 we’ll consider it for future updates :pray:

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