Portfolio isn't potfolio-ing :)

Product Feedback 🗣️ UI / UX Feedback 🎨🧩📱
1

Hi @Dhan,

Logged in after very long time to look at my portfolio and clicked on download as CSV option and realised that I need to download portfolio 3 times and merge 3 CSVs into 1 to actually have a look at full portfolio.
I, then, need to do additional operation to see asset allocation across portfolio.
Can you pls not make it simpler? it used to give full portfolio in 1 go, not sure why it was changed.

2

Hi @erankitjain,

As discussed, you can retrieve the CSV files separately for stocks and ETFs as of now. We’ve noted your suggestion and shared with our team.