Hi, I’d like to request a feature to export the portfolio in a format which can be easily consumed by AI tools. It can be a format which can also be easily read by human. Currently only a json file is exported and it’s not very straight-forward or AI-workflow friendly. I’d like to consult AI some investiment suggestions on the current portfolio.
The CSV export is pretty good for AIs. Open the view you want to analyze (eg. Positions or Categories), enable additional columns to give AI more (or less) context, expand the rows if needed and click Export → Copy to clipboard (or Export to CSV)
Thanks, the CSV format works will with AI.
I do see a problem, though. The exported data all uses the same currency, but ideally each asset should be exported with its own currency, for the sake of AI agent consumption. Could this be improved ?