Trading Reports

I’d like better reports, even if the current ones were exportable it would be great.

I’m trying to track my performance in different areas to see where I’m doing better or worse.

It’s really unwieldy with the extremely limited nature of the reports, copy & pasting into excel…

… I know… I should get a life… but there you go!

5 Likes

csv file with date+time, type of transaction (deposit/withdrawal/buy/sell…), number of shares, price per share, total price of transaction would be great with option to set what to export (date range)

2 Likes

Something like that would be great.

The current reports are pretty frustrating.

1 Like

This would be incredibly useful for tax reporting as well. Being able to set a date range (the tax year for example) and seeing what your profit/loss, interest payments, dividends, etc would make filing those figures much easier.