|
Cash Accounts - select per trade
|
|
51
|
4287
|
29 March 2025
|
|
Short and long call/put options
|
|
30
|
4872
|
18 August 2024
|
|
Track cryptocurrencies
|
|
19
|
2092
|
16 October 2024
|
|
Portfolio Limits
|
|
61
|
4993
|
21 April 2024
|
|
Track “Industry Superannuation Funds”
|
|
13
|
3205
|
8 May 2023
|
|
More crypto assets?
|
|
29
|
3420
|
30 October 2022
|
|
Parcel selection
|
|
17
|
2164
|
21 November 2024
|
|
Multiple benchmarks
|
|
15
|
830
|
9 June 2023
|
|
Bulk upload for Cash account
|
|
13
|
1563
|
16 November 2023
|
|
UK Capital Gains Tax Calculation
|
|
42
|
2447
|
27 November 2024
|
|
Bonus share plans (DSSP)
|
|
12
|
1835
|
18 January 2025
|
|
in last financial year & since last financial year filters
|
|
12
|
1149
|
5 July 2024
|
|
Future Income Report
|
|
20
|
1964
|
3 June 2023
|
|
Holdings transfer between portfolios
|
|
27
|
2332
|
16 January 2025
|
|
Adding Open Short Positions
|
|
27
|
1557
|
3 April 2025
|
|
Ability to swap holdings between portfolios
|
|
9
|
1226
|
20 July 2021
|
|
Offline Backup
|
|
20
|
2776
|
28 October 2021
|
|
Tag transactions by broker
|
|
9
|
803
|
28 October 2024
|
|
IE and LU ISIN Codes
|
|
18
|
1467
|
10 May 2023
|
|
An SMSF pricing plan? Would you support this?
|
|
10
|
892
|
19 July 2021
|
|
Holding weighting % (overview page)
|
|
19
|
965
|
3 January 2025
|
|
UK and EU Mutual Funds
|
|
9
|
1227
|
18 April 2023
|
|
Dividend forecast & dividend calendar
|
|
12
|
477
|
26 February 2025
|
|
Scenario Testing
|
|
10
|
552
|
23 May 2022
|
|
Total Return figure
|
|
9
|
406
|
10 April 2025
|
|
Capital Gains Tax Report - Spain
|
|
15
|
320
|
2 January 2025
|
|
ETF exposure / diversity reporting
|
|
7
|
1040
|
26 November 2023
|
|
Plot Buy/Sell trades On Graph Charts.
|
|
7
|
937
|
10 August 2024
|
|
Transfers between cash accounts
|
|
4
|
663
|
16 March 2023
|
|
eToro integration
|
|
2
|
811
|
26 January 2024
|
|
Is there an easier way to confirm transactions
|
|
3
|
615
|
26 July 2021
|
|
Update Custom Investment dropdown
|
|
0
|
520
|
9 July 2021
|
|
Current Value of your holdings in their original currency
|
|
0
|
437
|
6 July 2021
|
|
RSUs and the "30 day rule"
|
|
2
|
1202
|
18 December 2022
|
|
Xero API to include Current Portfolio Value
|
|
1
|
540
|
20 November 2021
|
|
Foreign Currency reporting
|
|
1
|
472
|
29 June 2021
|
|
Feedback from new user
|
|
4
|
721
|
2 March 2023
|
|
Custom dates and ranges on portfolio graph
|
|
2
|
514
|
17 January 2022
|
|
Add Cost base p/share field to overview or a report
|
|
8
|
759
|
13 September 2024
|
|
Restructure this Community site
|
|
3
|
534
|
20 March 2024
|
|
Cash account transfers between portfolios
|
|
2
|
519
|
14 September 2023
|
|
Consolidated View | Support multi-currency |Ignore tax residency
|
|
3
|
412
|
8 February 2024
|
|
Add a link on the Holdings page
|
|
0
|
433
|
19 November 2021
|
|
diversity report should report on the region exposure of ETFs and sector classification of each ETFs underlying holdings
|
|
1
|
481
|
28 November 2023
|
|
Multi-Period Report
|
|
2
|
564
|
5 January 2022
|
|
Portfolio "as at" date
|
|
3
|
487
|
14 July 2021
|
|
Zapier integration
|
|
0
|
306
|
10 September 2022
|
|
Foreign dividends recorded in their local currency.
|
|
0
|
297
|
14 February 2023
|
|
Managed Fund prices appear limited to 3 decimal places
|
|
1
|
570
|
2 August 2022
|
|
Precious Metals portfolio tracking
|
|
1
|
558
|
21 October 2022
|