Reporting investments held on Freetrade

Hi all my employer’s policy requires me to report quarterly my trade transactions and holdings. This is impossible to do using the current limited account statement available on the app. Has anyone found a work around for this?

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Speak to support, they can provide this data. But @adam has mentioned FT will build this, he is an accountant after all :wink:

Hey Ullana :wave:

We’re not yet set up to provide transaction reporting for your employer, however it’s something we will be able to provide in the future. In the meantime, could you drop us a message via the in-app chat so we can see if there’s any other way we can help?

Mine asks for monthly reports! I’m trying to get them to accept screenshots of transactions from the app but a report would be ideal!


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