Documents & Reporting

[simonpoole]

Hi guys! We hear you loud and clear - please take a look at this topic and get involved

Account Statements & Data Exporting - What formats would you want to see?

Hi everyone! One of the loudest and clearest requests from the community and our user feedback surveys is that you guys want to be able to export your data from the app - whether this be for tax purposes, tracking your portfolio in external services, or any other use. As part of scoping, I’d like to gather a clearer picture on what data formats would be most popular - so we’d love to see nominations on potential formats from those interested. To keep things simple and clear, feel free to use …