Hello, how can I export all the operations performed during the whole year?
If you go to the sidebar navigation “All transactions”, you get a list of all transactions. Unfortunately, you cannot filter by date at the moment. Either you export all to CSV (the export menu in the top right corner) or you select all relevant lines in the table and copy it to the clipboard (Cltr-C)
Sorry, I have asked the wrong question, the correct one would be how to export all the closed operations with their results.
This is possible from the trades view, just set the filter for closed trades only.
Ok, in actions that have produced a sale of several purchases does not come out in the cvs file all operations but the general calculation, I can see the relationship of the purchases of that sale by pressing No. transactions in Info (a box with the relationship of the purchases of the sale but this is not reflected in the cvs file)
Do you know if there is a way to get all the information?, in Spain is necessary for tax filing specify amount, dates of each purchase transaction of a specific lot
Thank you very much.
It seems that this is not (yet) possible at the moment.
All sales can also be exported from the top level “Securities” and there from the lower table. If necessary, filter for the corresponding transactions (sale, buy, whatever) after the export?
It would be a huge plus if PP featured the ability to filter transactions by date - this can be done