HenryL
(Henry)
4 September 2019 10:11
1
I’d like the ability to export the activity feed along with my current portfolio to excel, pdf etc.
I requested something similar in July Henry. Although I did not put excel
I would like to see the ability to show all dividends across a certain time range that will show monthly very much like a bank statement. It will also show total dividends monthly or weekly depending on your defined ranges. And then a TOTAL sum at the end of the statement for the whole period.
While everyone’s situation is different come tax time (income, geography, etc…) I feel this is beneficial for ALL users. Exporting PDF and receiving it by email, the one which you signed up to Freetrade …
HenryL
(Henry)
4 September 2019 14:34
3
Ah! I did search but nothing came up. Thanks for the heads up.
gkrjack
(Jack)
13 March 2020 15:37
4
+1
As I am transferring cash in from HL and rebuilding a portfolio (on different funds) this would save me some time not building by hand.
Is this planned?