Export to a number of different CSV a formats to allow upload/import into Portfolio trackers on MorningStar, YahooFinance, “My Stocks Portfolio” to save having to manually maintain transactions in a variety of platforms to derive benefit from their features where FreeTrade doesn’t office the same feature.
Hi - I don’t dot this presently - it is a request for a new feature to be added.
I have copies of my Portfolios in different systems to take advantage of different features and it’s tiresome to keep entering transactions. It would be nice if there was a way to export an entire Portfolio into a format that these other platforms can import.
It wouldn’t be so bad if I just had to upload the latest export from FreeTrade to each once in a while.
Hopefully, this is something that can be added to the full web site once released.
This would be great for keeping track of purchases for both CGT and anticipating dividend expectations.
Great suggestion, would defo use. Whereas now, i have to input all that data manually into a spreadsheet. I don’t know if I sell something, if i can see that data after its left my PF? because usually its all pinned in my portfolio list.
Please include all purchase data, $/£ price and conversion rate, buy price + date, sell price + date.
100% would love an easy way to export the above mentioned data to a csv / spreadsheet. As others have mentioned this would make doing accounts for tax a much less manual process and allow users to easily import the data in to their own finance apps / spreadsheets
As far as I am aware (from Sept last year), it’s still an excel document. But the formatting isn’t really usable. You’ll have to manually disect and sort through every line item. So it needs a lot of improvement.