You can now download your investing data as CSV! The new option is located in the top right corner of the history section of your ISA or Invest Account. [image] Select the time frame you want to export (max. 1 calendar year): [image] You have control over the type of data included in the expo…

I can’t see the option on how to do this on the web app? Legacy or new. Is this ready yet or am I just overlooking the setting?

[image] Lewis_P: I think google sheets can pull historic stock prices, so my next project is to explore displaying return values over time. Quick update. I’ve got to the stage where I can automatically show percentage change in value over time for each of the stocks I own (see below for examp…

[image] Richard.W: Try the function SUMIF to sum cost of purchases and sum proceeds of sales. Yeah, that’s what I’m aiming for. But it gets super complicated (unless I’m missing something obvious). For example; you buy 2 stocks for £20 (£10 each) next day they drop in value to £5 each you …

I also posted on the wallmine thread, as its getting too fidgety to setup. The issue is more on the Wallmine side, than the data content from the 212 extract. I am going to attempt finishing something along the lines of the below next week in google sheets with the new 212 export: Tab 1: 212 imp…

will you be sharing a link here? :slight_smile:

[image] Google Sheets Portfolio Tracker 💡 Feature suggestions & ideas I’ll be absolutely no help here as it’s beyond my skill set. Just wanted to say thank you for your efforts! Yes - I made a placeholder thread for feedback :slight_smile: Just tweaking a few things…

@George @Team212 Im asking again. PLease fix Cameco Dividend. My exported file shows withholding tax: “-0.00” which is incorrect. I received 0,053$ per share. However the dividend ‘pre-tax’ was 0,0615$ per share if i remember correctly. PLease fix this asap as i need to pay my taxes soon… Kind r…

Just saw the new export feature. Sweet :+1: One feature that could be added (unless I didn’t see it), would be the ability to quickly choose a generic time frame like “last year” “current year” “YTD” “last month” etc… But that’s nothing of importance for now really. Good job @George @Team212 !

Any chance we can get separate columns for date and time? Just makes it easier to put it into readable formats

=trunc(A1,0) should help sort you out.

New feature - Export your investing history

📰 What's new

Dougal1984 January 18, 2021, 9:39pm 79

Yes - I made a placeholder thread for feedback
Just tweaking a few things I don’t like first.

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New feature - Export your investing history

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