How can I export my invest holdings to a csv file?


How can I export my actuelly holdings in a CSV file??

click on top right to get the menu → click history → click on the download page icon

I will not export my transaction history. I just want only export my actually shares in a list.

sadly don’t think there’s a function for that, what you could do though is use sheets and sum the transactions.

So you only need action, ticker, no. shares from your orders.
Then you can use a simple =IF(REGEXMATCH(Cell with action, “buy”), Cell with amount,** -Cell with amount**). You’ll get a positive/negative amount for each order now depending on buy/sell.

Then all you have to do is use =SUMIF(All cells with tickers,Ticker in question,Amounts)

Why not use the monthly statement email?

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