|
Cash Accounts - select per trade
|
|
49
|
4175
|
7 November 2024
|
|
Short and long call/put options
|
|
30
|
4820
|
18 August 2024
|
|
Track cryptocurrencies
|
|
19
|
2089
|
16 October 2024
|
|
More crypto assets?
|
|
29
|
3413
|
30 October 2022
|
|
Portfolio Limits
|
|
61
|
4960
|
21 April 2024
|
|
Track “Industry Superannuation Funds”
|
|
13
|
3130
|
8 May 2023
|
|
Parcel selection
|
|
17
|
2121
|
21 November 2024
|
|
Bulk upload for Cash account
|
|
13
|
1549
|
16 November 2023
|
|
Multiple benchmarks
|
|
15
|
828
|
9 June 2023
|
|
UK Capital Gains Tax Calculation
|
|
42
|
2429
|
27 November 2024
|
|
Bonus share plans (DSSP)
|
|
12
|
1803
|
18 January 2025
|
|
in last financial year & since last financial year filters
|
|
12
|
1149
|
5 July 2024
|
|
Future Income Report
|
|
20
|
1961
|
3 June 2023
|
|
Adding Open Short Positions
|
|
24
|
1521
|
14 February 2025
|
|
Ability to swap holdings between portfolios
|
|
9
|
1209
|
20 July 2021
|
|
Offline Backup
|
|
20
|
2770
|
28 October 2021
|
|
Tag transactions by broker
|
|
9
|
795
|
28 October 2024
|
|
IE and LU ISIN Codes
|
|
18
|
1448
|
10 May 2023
|
|
An SMSF pricing plan? Would you support this?
|
|
10
|
871
|
19 July 2021
|
|
Holding weighting % (overview page)
|
|
19
|
952
|
3 January 2025
|
|
UK and EU Mutual Funds
|
|
9
|
1225
|
18 April 2023
|
|
Dividend forecast & dividend calendar
|
|
11
|
422
|
27 September 2024
|
|
Scenario Testing
|
|
10
|
552
|
23 May 2022
|
|
Capital Gains Tax Report - Spain
|
|
15
|
310
|
2 January 2025
|
|
ETF exposure / diversity reporting
|
|
7
|
1032
|
26 November 2023
|
|
eToro integration
|
|
2
|
798
|
26 January 2024
|
|
Plot Buy/Sell trades On Graph Charts.
|
|
7
|
924
|
10 August 2024
|
|
Transfers between cash accounts
|
|
4
|
661
|
16 March 2023
|
|
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
|
436
|
6 July 2021
|
|
RSUs and the "30 day rule"
|
|
2
|
1170
|
18 December 2022
|
|
Xero API to include Current Portfolio Value
|
|
1
|
540
|
20 November 2021
|
|
Foreign Currency reporting
|
|
1
|
466
|
29 June 2021
|
|
Feedback from new user
|
|
4
|
715
|
2 March 2023
|
|
Custom dates and ranges on portfolio graph
|
|
2
|
509
|
17 January 2022
|
|
Add Cost base p/share field to overview or a report
|
|
8
|
753
|
13 September 2024
|
|
Restructure this Community site
|
|
3
|
529
|
20 March 2024
|
|
Cash account transfers between portfolios
|
|
2
|
519
|
14 September 2023
|
|
Consolidated View | Support multi-currency |Ignore tax residency
|
|
3
|
406
|
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
|
563
|
5 January 2022
|
|
Zapier integration
|
|
0
|
305
|
10 September 2022
|
|
Portfolio "as at" date
|
|
3
|
467
|
14 July 2021
|
|
Foreign dividends recorded in their local currency.
|
|
0
|
295
|
14 February 2023
|
|
Managed Fund prices appear limited to 3 decimal places
|
|
1
|
569
|
2 August 2022
|
|
Precious Metals portfolio tracking
|
|
1
|
541
|
21 October 2022
|
|
Brokerage Totals in the All Trades Report
|
|
1
|
471
|
13 April 2022
|
|
Negative cash balance
|
|
5
|
837
|
9 November 2021
|