Jump to content

Export Current Positions to Excel

Recommended Posts

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.

  • Like 4

Share this post


Link to post
Posted (edited)

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 by zarathustra

Share this post


Link to post

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.

Share this post


Link to post

Join the conversation

You are posting as a guest. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
You are posting as a guest. If you have an account, please sign in.
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • Member Statistics

    • Total Topics
      13,162
    • Total Posts
      66,788
    • Total Members
      89,603
    Newest Member
    Joey23
    Joined 01/12/20 15:42
  • Posts

    • Thanks for clarifying. The support person clearly did not understand this at all, and the website is very vague! The 0.5% is something I'm used to from other platforms, and much easier to absorb as a cost on small positions when making a good entry
    • There was another fork the other day - Bitcoin Latinum - the world's largest "insured" digital asset. One wonders if every time another variant is created it simply draws away potential investors from the original version. I bet committed Bitcoiners wish these variants would all just fork off 😉 I saw something the other day that happened to mention that a Bitcoin was worth about 10 ounces of Gold.......then it hit me - would I prefer to be offered one Bitcoin out there in the ether or ten ounces of physical Gold in my actual possession? 10 Bitcoin to buy a single ounce of Gold intuitively feels like the more sensible way around as I'm certain that Gold is safe but several times less certain that Bitcoin is - so we could be out by a factor of 100! But whilst fund managers all start allocating the odd fractional percent to get exposure to Alpha for minimal portfolio downside the price will probably hold or bubble up even more. It will be interesting though  if national regulators later turn round and ban funds from holding cryptos - then they will all have to rush for the exit at the same time. Maybe that's the ultimate expected outcome.  According to Wikipedia in March 2018 0.5% of bitcoin wallets owned 87% of all bitcoins ever mined. Imagine if  transferring that 87% to fund managers at peak prices is the intended end-game before it all collapses? It would make Bernie Madoff look like a mere pick-pocket.  
×
×