Ability to Download/Export Net Worth and Investment Balance Data (edited)

SimplifiJSHL
SimplifiJSHL Member ✭✭✭
edited November 2023 in Feature Requests

Simplifi has great functionality (and seems like it has a lot more in the works), but I like to do some sensitivity analysis (interest rates, effective liquidity of investments after cap gains tax, etc.).

Would be great if we could download current balance by account (or even by specific investment) so that it’s easy to port into excel. With Mint, I could just copy and paste the info as text from my overview page (and have formulas capture information in a cleaner way) - even just making net worth data selectable would be helpful.

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Comments

  • Adding the ability to export the Accounts summary on the Reports: Net Worth Tab and the Investments summary would be incredible. I like to track in my own spreadsheet as well.