Thanks, I couldnāt see that āadd transactionā button on mobile but I can add them on my desktop.
How do you add dollar stocks that were bought with Freetrade (as FT currently only show buy price in Ā£)? Iāll probably estimate my dollar value for now.
It looks like an excellent tool and much better than using spreadsheets for now 
I cant find a way on mobile either, I might log a query with them. For historic trades I just use the current conversion rate and accept that the profit/loss may be slightly incorrect - I havenāt found an easy way to convert historic prices unfortunately. Trades made now I add on the day so its much closer. Would be much better if Ft showed the trade price in the local currency like other traders (or showed local + own currency even)
Thanks guys for the suggestion, i am already adding things to the platform. Very friendly interface :]
Hi Jim 
try this website: Historical currency converter with official exchange rates from 1953 Right at the top of the page is a quick and simple calculator to convert currencies at the exchange rate of any date you choose.
I found it and bookmarked it a while back when faced with the same conundrum.
Nice, thank you
In the context of us shipping Open Banking functionality this quarter, I wonder what you think of an integration like this:
Being able to easily export my transactions and holdings to excel will be amazing 
Love a good spreadsheet and the use cases mentioned on the plaid website are great too
I use Simply Wall Street, Webull, My Stocks Portfolio, my own spreadsheet, LSE and possible others. What would be really nice if everyone got together and agreed a common data structure for transactions with all applications having an import/export so portfolio data can easily be transported between systems to benefit from the different strengths of each without the need for manual entry into each platform.
Definitely agree with standardising how to import data. Iāve had to redo a few times when Iāve moved portfolios.
This would be a great solution for me.
I donāt feel that Freetrade should provide a full-blown portfolio tracker in the app (apart from providing the basic stats of course).
Iāve also noticed that some third party trackers link with the broker via Plaid. E.g. Wallmine links with Robinhood via Plaid.
Itās not mobile first. Excel is still very much a PC era baby so not seeing any relevance to FT
This would be amazing!
Excel is not free as far as I know, but API calls similar to Google Finance that can work with free apps such as Google Sheets or LibreOffice would be awesome. More hardcore users can then customise own dashboards if they want to get more out of the Freetrade experience. Itās similar to what trading, risk, etc folks use in Excel alongside their dedicated Bloomberg Terminal - but without the complicated plugin. Also, Python API(s) would be cool but thatās too exotic. Hoping that each call/āGETā/etc request per user doesnāt cost 
a lot in terms of AWS/GCP and other fees (Bloomberg puts a limit on those but itās a $20k+ a year machine).
Most people I can imagine just want an app that just works.
For those that want a seamless in-app experience without the spreadsheets, a more useful dashboard in the app would be great too - simple looking at first with options to expand and customise by tapping on various options. Stake and Degiro have a lot of useful data that they show in a āgood-enoughā way in their web/native apps that can borrow for the main dash and āinsightsā.
Iād rather it be able to link to other apps such as simply wall st or others mentioned and google sheets seems better for this sort of thing than excel which looks like you need a personal/family 365 subscription so even my work sub wonāt work.
just the ability to export would suffice, even if itās just to receive a weekly email export to save dev effort in the app, Iām getting bored of having to input data manually all the time
Hey @Mani - did you finish your spreadsheet by any chance? Would love to give it a try if you wouldnāt mind sharing the template 
You can actually use Microsoft office apps web version for free, without a a 365 subscription:
Hope this helps
PS: the above it is not an affiliate link
Just been tinkering with the tracker. Added EPS P/E, Price change. Also now included Historic data.
Hey @Julian_Alany Iām having a few problems with it because Iām actually not that great with spreadsheets
I built it with a mixture of functions either looking to Google Finance or Yahoo Finance. The problem is, I have had to change the function/formula slightly for different stock types. I donāt know how to get around the problem either. Coincidentally, I started to use Simply Wallstreet which is a great platform that does everything I need.
I tell you what, Iāll share the spreadsheet by tomorrow, on Google Sheets, and leave an explanation as to how it works (and doesnāt!) and leave it to the spreadsheet wizards to evolve it to another level!!
Since weāve all been messing around with google sheets, I threw this together over the weekend.
Itās a simple set of sheets to allocate funds by percentage. (will calculate yearly yields too)
Main sheet is to split funds by type, then a sheet for each type to split funds across holdings.
(greyed out cells are auto populated, instructions on sheets)
supports whole or fractional shares (change with dropdown on main page)
The rows in each ETF planner sheet are arbitrary, purely for example.
feel free to use and abuse, any feedback is much appreciated!
as usual, this is not advice, capital at risk, you all know the drill.
Just trying to keep the open source dream alive 
(have never used google sheets before this, so itās probably horiffically inefficient and wrong, but i had a good time 
)
ATTENTION ALL SPREADSHEET WIZARDS!!!
Rightā¦ firstly, my apologies for the delay in sharing this. Secondly, I never got around to finishing the spreadsheet after I discovered the Simply Wall St. platform.
I built the spreadsheet predominantly based on Google Finance formulas. I discovered a formula to pull dividend information from Yahoo Finance which youāll see in the spreadsheet. It doesnāt quite work as well as I wouldāve liked. Youāll notice the pricing formula is different in the row where I have a US stock in comparison to UK stocks (for example).
The spreadsheet is a bit clunky and itās pretty obvious Iām a novice at this! Iāve taken it as far as I can. So, rather than holding onto this hoping Iāll find time to finish itā¦ Iāve shared this with those who are interested in taking it to another level and perhaps sharing it in this thread later on. Iām looking forward to seeing where people can take this!
Please open the link and āsave a copyā to have your very own version in Google Sheets. Good luck!!
Thanks and enjoy 