All ideas

Holdings PDF export should respect on-screen sort order (e.g. Value / Total Return)

Feature request When exporting the Holdings table to PDF, the PDF should follow the current on-screen row sort order (the order created by clicking a column header like Value, Total Return, Capital Gain, etc.). Area (pick one) Chosen area: Portfolio Why does this matter? Right now the Holdings PDF export is treated like a fixed template, so it ignores the ordering users set on screen. That makes the PDF less useful as a “point-in-time snapshot” for sharing/printing, because it may not show the holdings in the order the user is trying to present (e.g. largest positions first). It forces extra steps (export to Excel, sort, then print to PDF) just to get a readable PDF for reporting or review. What should it look like? If a user sorts the Holdings table on screen by clicking a column header, the exported PDF should match that same row ordering. Optional (nice to have): Include a small label in the PDF header like “Sorted by: Value (desc)” and/or “Grouped by: Sector” so the snapshot is self-explanatory. Example (optional) Go to Portfolio → Holdings Click the Value column header to sort (descending) Click Export → PDF Open the PDF Expected: PDF rows are sorted by Value (descending), matching the table. Actual: PDF uses a default ordering (does not match the on-screen sort). Extra details (optional) Grouping selection (e.g. Sector/Currency) appears to carry through, but column-header sorting does not. Workaround today: export Excel (.xlsx), sort there, then print/save as PDF.