• I would love to see an exportable “Current Holdings Report”
• I basically just needs to be an exportable replica of the front/main page in usual pdf/csv aspects.
• Frequently want to reconcile my Sharesight transactions/holdings against my broker based holdings (SuperHero) to ensure I have uploaded transaction details in sharesight currently.
• Without this feature I have do complete a manual split screen reconcilation.
Would be great to have a CSV export that you can complete with other CSVs to complete a reconcilation in Excel etc.
- Very happy for sharesight to discuss with me.
- Very simple and information already provided as part of the free offfering.