There is a small discrepancy between the exported data and history section regarding rounding.
For instance, for the dividend of Wyndham Destinations (WYND) on 01.07.2020, amount per share is display as 0.42 on website while exported as 0.43 (the net amount should be 0.4250 with 15% withholding tax). Although this is up to the selected rounding convention, both values should be same for consistency.
I would stick with 0.42 in this case based on IEEE 754
Thanks T212 team for this very requested update. I really like it. It opens new opportunities to track and analysis portfolio. It also makes a lot easier to make tax report.
Would it be possible to add exchange rate for withholding tax?
Has anyone managed to utilise an All Transactions export with Portfolio Performance?
I have never used the App Portfolio Performance but I have seen others have on here, so I tried to import the .csv file in, but I am struggling with the mapped column types and how to differientiate between the different types of Actions i.e Market buy, sell, deposit etc
What about adding the ticker as one of the columns?! Some places where I could import this requires the ticker rather than the actual name. But anyway, thanks, this is a much appreciated feature, great job!