Hi everyone, Iām James, VP of Product at Freetrade. Thanks for sharing your feedback on this thread and would reiterate the earlier points that the team definitely do read through these forum posts - hopefully you have noticed some increased traction on solving some of the most voted / longstanding requests recently and this is certainly something you should expect to continue!
Our reporting does need to improve and thought it was worth sharing some of the plans there.
We recently released the ability to filter the activity screen for specific activities or a date period
The next change we are going to release is the ability to download and extract of your activity list (plus all the information on associated contract notes) to CSV. This should enable people to conveniently calculate their gain/loss from trades and income from all sources. We are going to be sharing more detail on that this week including the proposed data format. While we expect there will be several different views we would be keen to get peoples feedback.
We are using this thread as the main discussion point for that:
While this will be a substantial step forward in being able to track your positions and gains at Freetrade we recognise that that will miss some elements (such as dividends held within accumulating ETFs) and so once the statements are complete and they will be looking into adding additional information for tax reporting as a further milestone.