Reporting & performance overview


One thing that I really miss is a decent reporting section. Where I can review the performance of either my whole portfolio, pies or individual stocks and compare them relative to various benchmarks.

In addition I would like to export my portfolio details to Excel or into a .csv file. I haven’t figured out how to do that either.

This is something that I am used to from other brokers, but haven’t seen it here yet. Is it something you can add to the platform?

A post was merged into an existing topic: Exportable Data