Cash Accounts - select per trade
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|
47
|
4033
|
23 May 2024
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Short and long call/put options
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|
30
|
4650
|
18 August 2024
|
Cryptocurrencies!
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|
16
|
2038
|
30 November 2021
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More crypto assets?
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|
29
|
3379
|
30 October 2022
|
Portfolio Limits
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|
61
|
4871
|
21 April 2024
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Track “Industry Superannuation Funds”
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13
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2936
|
8 May 2023
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Manually applying sell trade to specific shares in holding
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16
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2002
|
23 August 2024
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Bulk upload for Cash account
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13
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1521
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16 November 2023
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Multiple benchmarks at the same time
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15
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815
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9 June 2023
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UK Capital Gains Tax Calculation
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40
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2351
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23 August 2024
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Bonus share plans (DSSP)
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|
11
|
1692
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10 October 2024
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in last financial year & since last financial year filters
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|
12
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1143
|
5 July 2024
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Future Income Report
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|
20
|
1953
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3 June 2023
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Adding Open Short Positions
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|
22
|
1438
|
4 October 2024
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Ability to swap holdings between portfolios
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|
9
|
1147
|
20 July 2021
|
Offline Backup
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|
20
|
2748
|
28 October 2021
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IE and LU ISIN Codes
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|
18
|
1384
|
10 May 2023
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An SMSF pricing plan? Would you support this?
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|
10
|
867
|
19 July 2021
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Holding weighting % (overview page)
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|
18
|
913
|
17 August 2024
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UK and EU Mutual Funds
|
|
9
|
1218
|
18 April 2023
|
Dividend forecast & dividend calendar
|
|
11
|
389
|
27 September 2024
|
Scenario Testing
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|
10
|
544
|
23 May 2022
|
Capital Gains Tax Report - Spain
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|
9
|
253
|
11 August 2024
|
ETF exposure / diversity reporting
|
|
7
|
1018
|
26 November 2023
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eToro integration
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|
2
|
760
|
26 January 2024
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RSUs and the "30 day rule"
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|
2
|
1110
|
18 December 2022
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Plot Buy/Sell trades On Graph Charts.
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|
7
|
904
|
10 August 2024
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Transfers between cash accounts
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|
4
|
644
|
16 March 2023
|
Is there an easier way to confirm transactions
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|
3
|
607
|
26 July 2021
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Update Custom Investment dropdown
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0
|
520
|
9 July 2021
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Current Value of your holdings in their original currency
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0
|
435
|
6 July 2021
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Xero API to include Current Portfolio Value
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|
1
|
540
|
20 November 2021
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Foreign Currency reporting
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|
1
|
456
|
29 June 2021
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Feedback from new user
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|
4
|
708
|
2 March 2023
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Custom dates and ranges on portfolio graph
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|
2
|
506
|
17 January 2022
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Add Cost base p/share field to overview or a report
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|
8
|
746
|
13 September 2024
|
Restructure this Community site
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|
3
|
523
|
20 March 2024
|
Cash account transfers between portfolios
|
|
2
|
514
|
14 September 2023
|
Consolidated View | Support multi-currency |Ignore tax residency
|
|
3
|
392
|
8 February 2024
|
Add a link on the Holdings page
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|
0
|
431
|
19 November 2021
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Tag transactions by broker
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|
8
|
778
|
15 September 2024
|
diversity report should report on the region exposure of ETFs and sector classification of each ETFs underlying holdings
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|
1
|
480
|
28 November 2023
|
Multi-Period Report
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|
2
|
562
|
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
|
450
|
14 July 2021
|
Managed Fund prices appear limited to 3 decimal places
|
|
1
|
561
|
2 August 2022
|
Precious Metals portfolio tracking
|
|
1
|
520
|
21 October 2022
|
Brokerage Totals in the All Trades Report
|
|
1
|
468
|
13 April 2022
|
Negative cash balance
|
|
5
|
812
|
9 November 2021
|