Exporting portfolio

Is there any news on being able to export portfolio (holdings and buy/sell history) for importing into trackers etc?
I can’t believe this hasn’t been addressed yet? Surely it’s a very simple implementation?


You need to message support who can do this for you. It’s one of the most requested features however it seems all resource has been focused on European expansion

Ah that’s great to see that they’ve at least publicly addressed the issue. All I’d manage to find was unanswered requests. Thanks for sharing.

It’s very much a wanted feature by a lot of people, myself included. And while it is currently not the end of the world for me, that will change eventually. I’m very much hoping they sort out a basic version of this this year, especially as they’re expanding to more customers with various different accounting needs.


CSV seems by far the most popular format? I too would like this facility, only to view and track on the PC rather than my app.

Just a bounce to stop this closing, why on earth has soemthign so basic and simple not been implemented. its probably a days work for somebody (and yeah i speak as a dev.)

I would like this like yesterday. Not sure a basic export needs that much developer time.

CSV export would be at the very least be useful.

I drop a message to CS support, they come back to me asking for a range, and they run the report and send it to me after two days. what? That’s just a CSV report.

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