reports can only be generated for the periods of 3 months?

[hart]

reports can only be generated for the periods of 3 months, but option sections give is up to 3 years.

Kindly help to rectify or clarify why the reports cannot be generated.

see attached file for option reports 

 

[JamesIG]

Hi - I can confirm that you can only generate periods of 3 months for the downloadable reports. If you wish to have a longer timeframe please drop us an email (or let me know on here, along with the time frame you're looking at with exact dates and the account you're looking at) and I'll be able to generate a longer one for you. 

 

[hart]

hi James,

I have requested the reports from the local team (singapore)

But the reports provided are "closed" position trades!

I wanted to have reports "opened during"  and not reports "closed"

System can only produced 90 days periods for "opened during" option,and they told me to raise feedback on this matter.

I feel that it is improper not to provide details on my open positions as I have no clues of charges occurs.

I have attached the snapshot of my losses too,as I have no info on my charges to date,. ie: funding/browing/others etc.

My account number ***** (MOD EDIT: please remeber this is a public forum and you shouldn't post personal information online...)

Below snapshot are my requests :

NB: See created date from the snapshot.

Kindly help,thank you.

Cheers

hart

[Caseynotes]

@JamesIG

[JamesIG]

Hi, the option to download trading statements only really makes sense for closed trades. If you downloaded a static statement which was exclusively open positions, as soon as the download was initiated it would be out of date and invalid. Further to this, you have all the position information in the screen in front of you already with the 'open positions' tab. Granted this isn't in excel or CSV format, but it still provides all that info. 

If you are looking at costs and funding then you can see what those have been via the My IG portal which you can view in real time. You can see this at My IG > Live Account > Overview. 

Hopefully this is the information you are wanting to see? 

[hart]

Hi, @JamesIG

Thank you for your prompt reply.

I still dont get info. that I wanted.

I tried to generate reports option that you provided but still no avail.

 

Funding options was not there on the open position tab:

hence If i liquidate it ,I have no idea the loss occurs that was not included for the total.

To date what is the funding amount that incurs to date on my open positions?

see snapshot which explained.