|
Cash account transfers between portfolios
|
|
0
|
11
|
25 June 2022
|
|
Add Cost base p/share field to overview or a report
|
|
2
|
41
|
24 June 2022
|
|
Cash Accounts - select per trade
|
|
31
|
1412
|
16 June 2022
|
|
Allow target weight tracking for custom groups
|
|
1
|
60
|
8 June 2022
|
|
ETF exposure / diversity reporting
|
|
4
|
326
|
8 June 2022
|
|
Bulk upload for Cash account
|
|
7
|
420
|
8 June 2022
|
|
Track “Industry Superannuation Funds”
|
|
9
|
705
|
5 June 2022
|
|
Local Currency for Income
|
|
0
|
42
|
4 June 2022
|
|
Monthly sub totals in Future Income Report
|
|
1
|
77
|
4 June 2022
|
|
Auto calc dividend Amounts Interface
|
|
0
|
30
|
4 June 2022
|
|
Unconfirmed dividends
|
|
0
|
39
|
4 June 2022
|
|
Group by Trade Tag
|
|
1
|
100
|
2 June 2022
|
|
UK Pension Funds
|
|
5
|
209
|
24 May 2022
|
|
Scenario Testing
|
|
10
|
74
|
23 May 2022
|
|
UK Capital Gains Tax Calculation
|
|
31
|
770
|
20 May 2022
|
|
Czech Stock - Prague Stock Exchange
|
|
1
|
61
|
19 May 2022
|
|
Manually applying sell trade to specific shares in holding
|
|
4
|
276
|
9 May 2022
|
|
Options support: - Short and long calls - Short and long puts
|
|
17
|
758
|
9 May 2022
|
|
Support different sale allocation methods in the "Sold Securities Report"
|
|
1
|
138
|
8 May 2022
|
|
Multiple Shares/Positions in the Share Checker
|
|
0
|
48
|
5 May 2022
|
|
Manual selection of share sales allocation method
|
|
1
|
62
|
30 April 2022
|
|
IE and LU ISIN Codes
|
|
8
|
167
|
25 April 2022
|
|
Support Saudi Exchange (TASI)
|
|
0
|
50
|
17 April 2022
|
|
Diversity Reports - Filter based on Labels
|
|
3
|
134
|
15 April 2022
|
|
Add Prague Stock Exchange
|
|
0
|
37
|
15 April 2022
|
|
Brokerage Totals in the All Trades Report
|
|
1
|
155
|
13 April 2022
|
|
Portfolio Limits
|
|
56
|
1802
|
12 April 2022
|
|
Tag transactions by broker
|
|
2
|
168
|
11 April 2022
|
|
Sold Securities page
|
|
0
|
64
|
5 April 2022
|
|
Percentage holdings weight on main page
|
|
4
|
168
|
3 April 2022
|