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

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1

Hello,

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

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2

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

3

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

4

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)

5

Why not use the monthly statement email?

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6

Is there a way to export current holdings into csv file?

Please note that I am not referring to history/orders.
I am referring to my current holdings.

Thanks

3 Likes
7

I don’t think so. the best method currently that I am aware of is to use your monthly statement you get emailed that lists everything you own in your account.

8

Yes, the holdings table from the monthly statement can be directly copied to an excel.