|
diversity report should report on the region exposure of ETFs and sector classification of each ETFs underlying holdings
|
|
1
|
534
|
28 November 2023
|
|
Brokerage Totals in the All Trades Report
|
|
1
|
520
|
13 April 2022
|
|
Option to ignore currency
|
|
2
|
736
|
25 April 2023
|
|
Time of investment and gain %
|
|
6
|
789
|
8 December 2024
|
|
Last Financial Year Review
|
|
2
|
574
|
20 February 2024
|
|
Suggestion: hide sold holdings functionality
|
|
7
|
919
|
21 April 2023
|
|
Requested integration: Boardroom Investorserve
|
|
7
|
791
|
23 January 2022
|
|
Option to select which currency to settle transaction to in dual currency accounts
|
|
3
|
1041
|
2 September 2021
|
|
Move shares between portfolios
|
|
4
|
848
|
19 March 2025
|
|
Dividend Reinvestment Date
|
|
0
|
586
|
12 August 2021
|
|
Cash account transfers between portfolios
|
|
2
|
571
|
14 September 2023
|
|
Graph - Time interval is too long
|
|
3
|
473
|
19 March 2025
|
|
URL field link to 'cloud document folders' (OneDrive / Dropbox etc.)
|
|
0
|
530
|
30 June 2021
|
|
Target weighting
|
|
5
|
656
|
10 December 2024
|
|
Total (Cumulate or Absolute) Return Value
|
|
6
|
588
|
2 December 2024
|
|
Luxembourg based securities support
|
|
5
|
635
|
20 June 2023
|
|
Reminders for forms like W8BEN or tax and dividend period start / end
|
|
0
|
491
|
29 June 2021
|
|
ChiX exchange
|
|
7
|
973
|
7 September 2021
|
|
Update to manual Cash Account Options
|
|
0
|
474
|
9 July 2021
|
|
Highlighting closed positions
|
|
0
|
465
|
27 December 2021
|
|
Reset 'Unconfirmed' flag
|
|
0
|
462
|
30 June 2021
|
|
Group by Trade Tag
|
|
2
|
460
|
21 July 2022
|
|
Distribution calculation rounding errors
|
|
0
|
448
|
14 July 2022
|
|
Cost Base and Cost Base p/share in original currency
|
|
0
|
443
|
6 July 2021
|
|
Option to only show existing holdings when applying labels ?
|
|
2
|
453
|
31 August 2021
|
|
TASE Exchange
|
|
0
|
435
|
16 August 2021
|
|
Live data plugins for ".other" price management
|
|
0
|
428
|
22 August 2021
|
|
ISIN codes
|
|
2
|
429
|
25 October 2022
|
|
Disable currency gains in Performance Report
|
|
3
|
365
|
2 April 2024
|
|
Macquarie CMA integration
|
|
0
|
410
|
28 January 2022
|
|
Viewing reports on screen - enhancement idea?
|
|
0
|
405
|
10 September 2021
|
|
Individual tagging trades instead of the tagging ticker
|
|
0
|
394
|
18 September 2021
|
|
Text in place of colour labels
|
|
3
|
615
|
9 March 2022
|
|
Dividend YoC and Expected Income
|
|
0
|
380
|
13 December 2021
|
|
Realised Unrealised Capital Gains
|
|
2
|
674
|
22 November 2021
|
|
Small idea: Option to ignore 'Uncategorised' in Diversity Report
|
|
3
|
581
|
31 August 2021
|
|
Smartphone functionality needs improving
|
|
1
|
244
|
31 July 2024
|
|
Custom investment last price update date
|
|
0
|
342
|
5 January 2023
|
|
Yield on Cost Report
|
|
0
|
342
|
14 October 2022
|
|
Diversity targets
|
|
0
|
335
|
10 October 2022
|
|
"What If" unrealised capital gains report enhancement
|
|
0
|
328
|
20 July 2022
|
|
Xero Integration - option to report Long Term Gains separately
|
|
0
|
321
|
17 August 2022
|
|
UK Pension Funds
|
|
5
|
717
|
24 May 2022
|
|
Can we have the total brokerage fee cost for certain period in the report?
|
|
4
|
441
|
24 August 2022
|
|
Mobile app development timeline?
|
|
4
|
768
|
9 September 2021
|
|
Unconfirmed dividends
|
|
2
|
536
|
22 February 2023
|
|
How to best capture quarterly management fees
|
|
3
|
801
|
7 June 2024
|
|
CASH ACCOUNT ISSUES
|
|
3
|
429
|
2 August 2026
|
|
Uploaded csv file attached to trades
|
|
0
|
257
|
7 November 2023
|
|
Support for the Tobin Tax
|
|
4
|
646
|
13 January 2024
|