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Post by novice on Sept 28, 2016 6:12:19 GMT
Hey.
How can one use the Account statement to get all investment transactions? "Investment in loan" and "Autoinvest portfolio setup" give empty responses.
Thanks
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Post by buttchopf23 on Sept 28, 2016 6:30:32 GMT
Set the dates for your wished periods
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Post by novice on Sept 28, 2016 6:40:38 GMT
Yes, of course the dates are set. Don't take my username too seriously
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Post by buttchopf23 on Sept 28, 2016 7:23:28 GMT
It works for me when I select the repayments. I get all transactions in detail. Maybe I dont understand your question
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Post by novice on Sept 28, 2016 9:03:31 GMT
Yes, it works for basically all of the options you have on the drop down list, I can easily search for (for example) funds deposited, it works exactly as expected. Although there is this option "investment in loan" - which, I presume should show me the loans I've invested in during the selected period. But, for example, I choose the period to be last two months, I get 0 results. So, maybe the "investment in loan" - means the investments you've done manually, so I tried the "autoinvest portfolio setup" option - this also doesn't give any results.
But to rephrase the question then - If I want to get an account statement containing only "you invested in loan nr N" - how can one get that? - Of course, I could take an entire statement and work with it in Excel, but I'm hoping there's some better way.
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Post by toms viventor on Sept 28, 2016 9:32:14 GMT
novice, the AutoInvest Setup is an old transaction type that is not around anymore since much earlier this year. This is only relevant for early stage users. As for investment discrepancies, please contact support@viventor.com, so that we can inspect your case. Toms
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