You have control over the type of data included in the export. For example, if you wish to omit data related to deposits, withdrawals, and transfers, simply turn off the āTransactionsā option under āIncluded dataā.
Once submitted, your export request might take some time to get processed. You will receive a notification when the file is ready to download.
Your trading data is exported as a CSV file - best viewed in a spreadsheet application such as Google Sheets, Microsoft Excel, or Pages.
Anyone know how to open it on iPhone? Iām still pretty new to iPhone . Iāll maybe have to just email it to myself for my laptop. My phone doesnāt even offer to let me open it on Google sheets, and copying and pasting it doesnāt work properly.
Youāve downloaded it on your phone? (If not thereās a save to files option when the share sheet loads.
It should open automatically in Microsoft office, or any other spreadsheet app. The share option is sometimes the best way to open it as you can send it anywhere
Youāll then have the option to save to google drive when you use save to files. Sheets can grab it from there. Thereās probably also a shortcuts way of doing it
You can also request it on mobile, go to the web version, and in the notification on the web there is a download button (at least for the beta web version you can).
Quick question on the data thatās got me slightly confused.
On my Invest export there are 2 columns, Stamp duty (GBP) and Stamp duty reserve tax (GBP). The limit buy orders seem to populate stamp duty and market buy orders seem to populate SDRT, but both numbers seem correct at 0.5% of the total. No order has both columns populated.
Is this just a quirk of the export or is it actually 2 different taxes? I thought the stamp duty on UK stocks was just SDRT.
yeah the csv is broken, because of the name of the company contains a comma, itās definetely a bug. i got the same in my CSV as well, removing the comma fixes it
Will the CSV ever be expanded to include essentially what the portfolio shows? i.e. additional columns for āCurrent Priceā, āMarket Valueā, and I guess projected result Ā£ and %.
Appreciate that may not be necessary for tax returns but kills two birds with one stone for those looking to export the portfolio.
Iām not sure if thatās simple as once you have current price (and maybe FX) the rest can be easily calculated (except maybe dividends) or if that would have to be separate from the āhistoryā.
A good feature non the less and great that there is reactive development.
. Iāll maybe have to just email it to myself for my laptop. My phone doesnāt even offer to let me open it on Google sheets, and copying and pasting it doesnāt work properly.
