Adds export buttons to Activity feed and to Account specific activity. They will export transactions within certain timeframe into CSV, options are "This Month", "Last 3 Month", "All". This should provide better transaction description than what is provided by preexisting CSV export feature.
< Părere la script-ul Wealthsimple export transactions as CSV
Ok I managed to do above. I had to add many transaction types, eg:
FEE/MANAGEMENT_FEE
NON_RESIDENT_TAX
REFUND/TRANSFER_FEE_REFUND
MANAGED_BUY
MANAGED_SELL
I will see if there is a way to export all account info, including holding market value, cash balance, and total assets.
Hello, I tried to use this and it works, but I have some feedbacks and hope it can be implemented:
1. could we export as one csv, and add a column to show the account? Currently it exports several CSVs and one is "unknown" account. I tried it and somehow self-directing account nicknames are not displayed, only managed accounts display the nickname I set.
2. Add a currency column to show the currency of the transaction(usd/cad)?
3. When there is withholding tax on dividends, it is not in the exported csv?
4. If there is no valid data, it should not export the csv?
Thanks and keep up the good work.