export for T1+
complete
N
Nadia
I would also find it very helpful, particularly with the annual portfolio re-allocation.
T
Tobias B.
I would be interested in why this would be convenient for you?
M
Marcel Beck
I would also find this function handy, so you don't have to maintain your portfolio overviews in tens of tools, and you can simply export transactions with T1+ for various other evaluations.
M
Max
An annual overview of (realized) returns and dividend income would be really great! If necessary, also as a quick and compact template to the tax advisor.
Zeziroth
Tobias B.: z.B because you can plug the exported data into a new tool (for example just PowerPoint, Excel) and do your very own analyses/statistics.
B
Basti
Tobias B.: In addition, I would then be able to list other assets in my own Excel that are not (yet) supported by TR.
I simply lack an overview of my complete investments such as securities, P2P, cryptocurrencies, etc.
N
Nils
I think it's good too. It would be best if you could import the export directly into Portfolio Performance. That way, you wouldn't have to maintain as many tools.
T
Teresa
Please implement, CSV and JSON in particular are very interesting.
T
T1 Nutzer
XML would also be welcome, then z.b. could automatically transfer the current total value to a Google Table. The release link (m) of a portfolio should optionally also output the data in XML format.
M
Maddin125
Tobias B.: If you come up with excl, you could simply do further analyses of performance, e.g. correlation with indexes, alpha, beta performance, etc.
That will probably be too much for the Parqet app, which means that everyone could do it themselves
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