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Export InvestNow's transaction to a format that can be imported by Sharesight

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LindaBot/InvestNow-Exporter

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InvestNow Exporter

Purpose

The purpose of this project is to export InvestNow's transaction to a format that can be imported by Sharesight

Pre-requisite

  • Python3

Note

Current the exporter only supports funds outlined in market_code.json. This is due to InvestNow's customizing the name of each fund, making it very difficult to find the instrument code and market code.

  • If you see some funds are missing (Chances are there are a lot, please submit a pull request to update the market_code.json) Automatic detection will hopefully done soon to remove the need for this market_code.json file.

Instructions

  • Open InvestNow and click on "Activity"
  • Click on "Show all my investment transactions" and select "For the Year"
  • Press F12 on Chrome to launch dev tools and clock on "Network" tab, ensure that you are on "XHR"
  • Click on "Search" in the website
  • You should see some new content being added in the XHR content, click on the one that says "activity?accountId=...."
  • Click on "Preview" - this shows all of your investment activity over the past year
  • Right click at the root level and click on copy object
  • Paste it in investment.json in this repo
  • Run python3 InvestnowExporter.py investment.json > investment.csv

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Export InvestNow's transaction to a format that can be imported by Sharesight

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