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24
Category
Enhancement
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B
Brett Wysopal
Taylor Stewart
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CSV export of investment holdings
complete
Taylor Stewart
Ability to export investment holdings to CSV. it would be a button on the investments tab and export the relevant information for whatever accounts are filtered and shown on the screen
January 29, 2026
Taylor Stewart
marked this post as
complete
·
January 29, 2026
·
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Taylor Stewart
marked this post as
planned
·
January 29, 2026
·
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