It’d be good to have an option to download summary of holdings. Either generated monthly automatically or on-demand. Currently it seems the only thing available is individual emails per transaction
Not sure exactly what you’re after but you can generate many reports on the platform - including account overviews and more detailed valuation reports. I think that’s probably what you’re after? You can find them under ‘reports’ in the ‘more’ section.
Ah yeah, I actually made a report 4 months ago. But I get a strange error when I try to do valuation report, do you get the same? Account report and full report both work but I guess valuation would be the part of the full report I’d like
Does valuation report work for you @kyotoguardian?
Hello @blobbicka!
Sorry for the trouble generating a report.
Please, could you try selecting a period, not up to today’s date? But, for example only up to yesterday’s date.
Since this is not processed in your account up to all your current transactions.
You can download custom reports in your online account, including CTC & CGT reports for tax reporting purposes.
If this doesn’t help, please contact us to support@investengine.com to help you check the issue.
1 Like
Setting a custom date for valuations report worked but that’s a bug. When you do a full report for the “last month” it includes both account overview and valuation statements without issues. Account overview for “last month” also works.
Whatever workaround the full report does for the valuations section, the valuations only report should also do