Hi, 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’…

Reporting & performance overview

Richard.W Split this topic August 4, 2020, 1:20pm 2

A post was merged into an existing topic: Exportable Data

Topic		Replies	Views
Performance review, Reports and exports 🤝 Help	1	368	July 29, 2020
Ability to export portfolio to excel 💡 Feature suggestions & ideas	2	1411	June 22, 2020
Exportable Data 💡 Feature suggestions & ideas	198	15446	April 15, 2025
Exportable Portfolio Data 💡 Feature suggestions & ideas	2	633	June 25, 2020
Trading Reports 💡 Feature suggestions & ideas	3	362	October 30, 2020