|
Cash Accounts - select per trade
|
|
49
|
4063
|
7 November 2024
|
|
Short and long call/put options
|
|
30
|
4711
|
18 August 2024
|
|
Track cryptocurrencies
|
|
19
|
2066
|
16 October 2024
|
|
More crypto assets?
|
|
29
|
3383
|
30 October 2022
|
|
Portfolio Limits
|
|
61
|
4903
|
21 April 2024
|
|
Track “Industry Superannuation Funds”
|
|
13
|
2991
|
8 May 2023
|
|
Manually applying sell trade to specific shares in holding
|
|
17
|
2039
|
21 November 2024
|
|
Bulk upload for Cash account
|
|
13
|
1529
|
16 November 2023
|
|
Multiple benchmarks at the same time
|
|
15
|
817
|
9 June 2023
|
|
UK Capital Gains Tax Calculation
|
|
40
|
2366
|
23 August 2024
|
|
Bonus share plans (DSSP)
|
|
11
|
1732
|
10 October 2024
|
|
in last financial year & since last financial year filters
|
|
12
|
1147
|
5 July 2024
|
|
Future Income Report
|
|
20
|
1957
|
3 June 2023
|
|
Adding Open Short Positions
|
|
22
|
1454
|
4 October 2024
|
|
Ability to swap holdings between portfolios
|
|
9
|
1166
|
20 July 2021
|
|
Offline Backup
|
|
20
|
2759
|
28 October 2021
|
|
Tag transactions by broker
|
|
9
|
789
|
28 October 2024
|
|
IE and LU ISIN Codes
|
|
18
|
1404
|
10 May 2023
|
|
An SMSF pricing plan? Would you support this?
|
|
10
|
869
|
19 July 2021
|
|
Holding weighting % (overview page)
|
|
18
|
920
|
17 August 2024
|
|
UK and EU Mutual Funds
|
|
9
|
1219
|
18 April 2023
|
|
Dividend forecast & dividend calendar
|
|
11
|
398
|
27 September 2024
|
|
Scenario Testing
|
|
10
|
546
|
23 May 2022
|
|
Capital Gains Tax Report - Spain
|
|
9
|
256
|
11 August 2024
|
|
ETF exposure / diversity reporting
|
|
7
|
1021
|
26 November 2023
|
|
eToro integration
|
|
2
|
772
|
26 January 2024
|
|
RSUs and the "30 day rule"
|
|
2
|
1129
|
18 December 2022
|
|
Plot Buy/Sell trades On Graph Charts.
|
|
7
|
909
|
10 August 2024
|
|
Transfers between cash accounts
|
|
4
|
648
|
16 March 2023
|
|
Is there an easier way to confirm transactions
|
|
3
|
607
|
26 July 2021
|
|
Update Custom Investment dropdown
|
|
0
|
520
|
9 July 2021
|
|
Current Value of your holdings in their original currency
|
|
0
|
435
|
6 July 2021
|
|
Xero API to include Current Portfolio Value
|
|
1
|
540
|
20 November 2021
|
|
Foreign Currency reporting
|
|
1
|
458
|
29 June 2021
|
|
Feedback from new user
|
|
4
|
709
|
2 March 2023
|
|
Custom dates and ranges on portfolio graph
|
|
2
|
507
|
17 January 2022
|
|
Add Cost base p/share field to overview or a report
|
|
8
|
747
|
13 September 2024
|
|
Restructure this Community site
|
|
3
|
527
|
20 March 2024
|
|
Cash account transfers between portfolios
|
|
2
|
515
|
14 September 2023
|
|
Consolidated View | Support multi-currency |Ignore tax residency
|
|
3
|
393
|
8 February 2024
|
|
Add a link on the Holdings page
|
|
0
|
431
|
19 November 2021
|
|
diversity report should report on the region exposure of ETFs and sector classification of each ETFs underlying holdings
|
|
1
|
480
|
28 November 2023
|
|
Multi-Period Report
|
|
2
|
563
|
5 January 2022
|
|
Zapier integration
|
|
0
|
301
|
10 September 2022
|
|
Foreign dividends recorded in their local currency.
|
|
0
|
292
|
14 February 2023
|
|
Portfolio "as at" date
|
|
3
|
454
|
14 July 2021
|
|
Managed Fund prices appear limited to 3 decimal places
|
|
1
|
561
|
2 August 2022
|
|
Precious Metals portfolio tracking
|
|
1
|
525
|
21 October 2022
|
|
Brokerage Totals in the All Trades Report
|
|
1
|
468
|
13 April 2022
|
|
Negative cash balance
|
|
5
|
819
|
9 November 2021
|