Monthly statements are now in the app 🧾

After a small false start, you can now view your monthly statements in the app, in the Activity feed :tada:

They’re not the most glamorous feature in the app but they’re pretty important.

Here’s mine, including my questionable investment choices :grin:

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Every time I click on my January statement it asks if I want to share it?

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Yes you’ll need to copy the link into your browser in order to open it at the moment - we’ll improve that soon :raised_hands:

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It’s a good start :+1:t3: Next it would be beneficial to see the percentage gain per holding and overall portfolio. Also, if the holdings were sorted by size or grouped by ETF’s and individual stocks (or similar) that would give a good insight.

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Thanks! :pray: I have a feeling that we’ll keep those sorts of insights in the app, unless there’s a particular reason why they’d be more useful in a statement instead?

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I was thinking it might be easier to do that on the pdf statement to be honest! But yeah those would be much better if they were in the app :+1:t3:

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Nice work :+1: it will be good to look back over the years at these

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Would it be possible to see any dividend payouts in the monthly statement as currently I can’t find anywhere in the app to find this out?

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A couple of comments/questions on the statements:

  • They’re US Letter. Can you change that so they are generated in A4?
  • Is there any way to locate the statements for previous months? The Activity feed only shows the last month’s activity, including generated PDF statements.

My activity feed shows all my activity going back to when I created my account. I’m on Android, FWIW.

Ah. I might be misremembering how long ago I opened my account!

Anyway, my main issue is the statements being in US Letter. The entire rest of the world outside North America uses ISO paper sizes, so can Freetrade please too? :slightly_smiling_face:

Glad to see I’m not the only person who fell for buying Aston Martin :joy:

Monthly statements are looking great, but I have a standing order every month paid into my Freetrade account that never shows up on my activity feed? Anyone else finding this?

It doesn’t show as top up?

Nope, if I do a transfer it shows as a top up but my standing order never does.

Strange because all they’ll see is a normal bank transfer. You have got your reference on it? Ask in app because it should show

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