Monthly statements are now in the app 🧾

(Alex Sherwood) #1

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:



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

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(Alex Sherwood) #3

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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(Rob N) #4

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.


(Alex Sherwood) #5

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?


(Rob N) #6

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:



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

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(Jon Dalton) #8

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?