Hey team, so I was checking my portfolio today and, small thing can we get an option to export the whole thing as CSV or Excel?
I usually track my stuff in Sheets and copying everything manually is… kinda painful.
Would be super helpful if we could just download it in one go.
Any chance this can happen?
Thanks for the suggestion tapas, makes total sense.
We’ve already heard similar feedback from a few users, and an Export Portfolio option is now on our roadmap.
What we’re planning:
Download portfolio as CSV/Excel
Export holdings, payouts, and transaction history
Once it’s live, you’ll be able to plug it straight into your sheets or any tracker you use.
Amazing.
Even just a simple CSV is enough tbh.
Any rough idea when this might roll out?
We’re targeting this for the next set of portfolio enhancements, which is planned for the first week of next month (December)
Will share an update here as soon as it’s ready.