Aggregate Holdings and Cash for Trading 212 Total Balance Sync

I want an option to have my Trading 212 holdings cumulatively added to the balance total. Currently, the "sync balance only" mode seems to pull the available cash balance (Free Funds) instead of the total account value (Cash + Holdings), which results in a Β£0 balance if most of the value is in stocks. It would be great if the system could aggregate these into a single total balance for syncing to destinations like YNAB.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

About 14 hours ago

Author

Evie

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