Export Current Positions to Excel

[zarathustra]

Dear team

New user here and I have a quick question.  I came across to your platform due to the competetive brokerage fees and I am happy enough so far.  But I must say I'm surprsied to discover that the basic layout / functionality of all other trading websites I have used is missing.

In particular, the ability to export your CURRENT positions as an excel file (CSV, etc).  I'm not interested in exporting my trading history - I wish to export my CURRENT positions so I can do some analysis of my weightings etc. This is a core routine task performed by sophistocated and amateur investors, yet it is missing from your otherwise very sophistocated platform.

Such a basic product feature but bizarrely missing?

And while I am here it is worth suggesting that you should also copy your competitors and have additional (optional) tabs in the Positions screen - such as showing your positions in your domestic currency and also your individual P&L expressed as a % for each individual holding.

Your help in relation to the Excel question most appreciated.

[andysinclair]

Hi,

I've built an Excel Add-in which makes this very easy.

You can also download your transaction and activity history: https://www.excelpricefeed.com/userguide/positions-trade-history-download-excel-ig-index

Here is an example of live positions in Excel using the Add-in:

I hope this helps.

[zarathustra]

Thanks Andy, your product looks great, but with all due respect we shouldn't be having to pay $15 per month just to have the most basic functionality within the IG user interface.

I will give IG Markets another 30 to reply and resolve otherwise I am going to take my business to another platform that does offer this essential functionality.

Edited August 27, 2020 by zarathustra

[zarathustra]

Hello? Anyone from IG Markets actually work here? Can anyone recommend other platforms that have a better U/I for trading? I have been looking at CMC Markets. Anyone had much experience with them? Thinking of making the move soon.