Yes, you can download your investing data as CSV.
The new option is located in the top right corner of the History section of your ISA or Invest Account*.
You will be asked to select the time frame you want to export (max. 1 calendar year):
You have control over the type of data included in the export. For example, if you wish to omit data related to deposits, withdrawals, and transfers, simply turn off the ‘Transactions’ option under ‘Included data’.
Once submitted, your export request might take some time to get processed. You will receive a notification when the file is ready to download.
Your trading data is exported as a CSV file - best viewed in a spreadsheet application such as Google Sheets, Microsoft Excel, or Pages.
For the Web-based platform:
- Press your email address at the top right corner of the screen;
- Go to History;
- Select the Export icon, then pick the timeframe and the data to be included in the report;
- Confirm.
*Currently, the option is unavailable for CFD accounts.