An CSV download of your activity shows a list of all activity on your account. It includes the details of executed orders and all deposits and withdrawals but corporate actions are not included.
You can download a CSV export of your activity feed this easily in-app!
To do this, Open your Freetrade app and head to the Activity tab. Here you’ll see your Activity Feed.
Navigate to the top right of the screen, and you’ll see an arrow pointing up, this is the download button.
Tap this button to download a CSV export of your Activity Feed. You’ll need to confirm the download by pressing ‘All Activity’.
You can then export the file to your device.
Important!
This excludes certain corporate actions and events, which you may need to report on for tax purposes. You can read more about this here. If you do require a statement that includes these types of corporate actions, we can generate this for you within 2-3 working days.
If you’d like to request a CSV export of your activity feed including these types of corporate actions, get in touch at [email protected] or buzz us in-app if you’re a Standard or Plus plan customer!
Please note that unlike the monthly statements in-app, they do not include:
The value of your account
How much stock or cash you currently hold or held at a certain date - for this, a monthly statement is more appropriate