Trading 212 doesn’t provide portfolio allocation details reading ACROSS the ISA and GIA (pity, isn’t it?). If T212 can’t mend this anytime soon, please make the GIA and ISA portfolio allocations downloadable so that users can figure out their overall portfolio allocation in Excel.
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Not a bad idea to simplify things down the line. I also think a column to let people know if the trade / dividend / whatever was received from a pie.
I like to bundle securities and run strategy trackers in google sheets. This would make things slightly simpler to track individual performance.
Manual trading in a pie allocation would be good as well.
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Excellent comment - I echo that.
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