This monthly statement feature that you’ve introduced is really cool, thank you for doing that. However one issue… the portfolio value seems to get calculated on the singular value of each different holding you own instead of taking in to account the amount of that you own.
So for example…
I have say 7 shares in Experian. The value of this stock is currently £19.11. The value on my statement is listed as £19.11 instead of £133.77 .
Meaning the statement starts to get very inaccurate the more shares and holdings you have.
That’s not in our plans right now but we’ll definitely consider it if you could post it in Ideas
The statements aren’t itemised so any cash from dividend payments will be reflected in the ‘total cash’ in the ‘summary’ section, as long as you haven’t reinvested the money already