With the CSV export, you download all activities of a portfolio as a CSV file, for example buys, sells, dividends as well as deposits and withdrawals.
Where do I find the export?
Open the web app, select your portfolio and go to Activities. At the top right, you'll find the “Export as CSV” button.
The export is only available in the web app, not in the mobile app. It's available with a Plus or Investor subscription and only appears for your own portfolios.
What's in the file?
One row per activity, separated by semicolons. Among other things, it includes the date and time, type, price, shares, amount, taxes, fees, realized gains, asset class, ISIN or identifier, WKN, currency, exchange rate, name of the security, exchange, average holding period and your notes.
What the export doesn't include
No snapshot of your holdings: The file lists your past activities individually. It doesn't include your current holdings or your portfolio value on a specific date.
Custom assets only partially included: Activities of assets you created yourself, for example real estate or other assets, aren't fully included in the export.