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Export existing positions in csv or excel



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5 hours ago, PLA said:

Hi, as title suggests, how can I export my positions to a csv / excel file please?

Hi @PLA,

There is no options to download your portfolio to a csv file. You will find your portfolio on a daily statement which you receive when a trade is placed ( CSV available). For a share dealing account if you wish to obtain a current holdings statement as a PDF please reach out tohelpdesk.uk@ig.com .

All the best - Arvin

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17 hours ago, PLA said:

Hi, as title suggests, how can I export my positions to a csv / excel file please?

Hi, I've built an Excel Add-in which has the ability to easily download your positions into Excel:


So you can have something like this in Excel:


It can also download your trade/account history as well as watchlists, stream live prices etc.

Let me know if you need any help using it or have any questions/feedback.



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