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Can I export the list of my transactions?
Can I export the list of my transactions?

This is only possible in the web app under "Transactions" – not in the mobile app.

Marco Barmettler avatar
Written by Marco Barmettler
Updated over 9 months ago

The transaction list includes useful information about all the transactions executed by Selma in your portfolio, including the title name and the amount of the ETFs which were traded. It is convenient if you want to analyse your portfolio in more detail.

This type of document can also be requested by the tax authorities in some cases.

How to get the document:

  1. 💻 From the web app: go to “Transactions

  2. Click on “EXPORT” on the right side next to the search function.

The downloaded file when you export your transactions is a CSV (comma-separated value) file, which is a type of file where the values are separated by commas, which makes it possible to organise data in tabular form.

If the file seems incomprehensible when you open it, you need to adjust the settings of your spreadsheet programme so that it is displayed correctly.

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