What I would like is to find out how much interest or dividends were received for a particular month or range of dates, I don’t know if there is a way to do this easily, has anyone been able to?
Hey, @Heyinvest
If you want to know the exact amount you received in dividends or interest for a specific month, that information is already available in the monthly statements that we send.
When it comes to a specific date range, the best option currently is to export your history in CSV format. This allows you to select a set time frame and check that the document includes only interest and dividends data. The export button can be found in the top right corner after you go to Menu > History.