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diversity report should report on the region exposure of ETFs and sector classification of each ETFs underlying holdings
|
|
1
|
498
|
28 November 2023
|
|
Bulk price upload for custom investments
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|
3
|
604
|
9 July 2024
|
|
Option to ignore currency
|
|
2
|
675
|
25 April 2023
|
|
Time of investment and gain %
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|
6
|
722
|
8 December 2024
|
|
Last Financial Year Review
|
|
2
|
548
|
20 February 2024
|
|
Holding weighting % (overview page)
|
|
3
|
776
|
21 March 2024
|
|
Suggestion: hide sold holdings functionality
|
|
7
|
857
|
21 April 2023
|
|
Requested integration: Boardroom Investorserve
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|
7
|
739
|
23 January 2022
|
|
Option to select which currency to settle transaction to in dual currency accounts
|
|
3
|
972
|
2 September 2021
|
|
Dividend Reinvestment Date
|
|
0
|
575
|
12 August 2021
|
|
Cash account transfers between portfolios
|
|
2
|
552
|
14 September 2023
|
|
Average cost base (purchase price) on Overview page
|
|
7
|
1050
|
26 March 2024
|
|
URL field link to 'cloud document folders' (OneDrive / Dropbox etc.)
|
|
0
|
524
|
30 June 2021
|
|
Move shares between portfolios
|
|
4
|
730
|
19 March 2025
|
|
Reminders for forms like W8BEN or tax and dividend period start / end
|
|
0
|
490
|
29 June 2021
|
|
Graph - Time interval is too long
|
|
3
|
434
|
19 March 2025
|
|
Target weighting
|
|
5
|
623
|
10 December 2024
|
|
ChiX exchange
|
|
7
|
939
|
7 September 2021
|
|
Update to manual Cash Account Options
|
|
0
|
469
|
9 July 2021
|
|
Total (Cumulate or Absolute) Return Value
|
|
6
|
558
|
2 December 2024
|
|
Luxembourg based securities support
|
|
5
|
597
|
20 June 2023
|
|
Reset 'Unconfirmed' flag
|
|
0
|
462
|
30 June 2021
|
|
Highlighting closed positions
|
|
0
|
451
|
27 December 2021
|
|
Group by Trade Tag
|
|
2
|
449
|
21 July 2022
|
|
Cost Base and Cost Base p/share in original currency
|
|
0
|
431
|
6 July 2021
|
|
Distribution calculation rounding errors
|
|
0
|
428
|
14 July 2022
|
|
TASE Exchange
|
|
0
|
426
|
16 August 2021
|
|
Option to only show existing holdings when applying labels ?
|
|
2
|
434
|
31 August 2021
|
|
Live data plugins for ".other" price management
|
|
0
|
419
|
22 August 2021
|
|
Macquarie CMA integration
|
|
0
|
407
|
28 January 2022
|
|
ISIN codes
|
|
2
|
415
|
25 October 2022
|
|
Viewing reports on screen - enhancement idea?
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|
0
|
396
|
10 September 2021
|
|
Individual tagging trades instead of the tagging ticker
|
|
0
|
386
|
18 September 2021
|
|
Disable currency gains in Performance Report
|
|
3
|
333
|
2 April 2024
|
|
Dividend YoC and Expected Income
|
|
0
|
373
|
13 December 2021
|
|
Text in place of colour labels
|
|
3
|
585
|
9 March 2022
|
|
Realised Unrealised Capital Gains
|
|
2
|
656
|
22 November 2021
|
|
Small idea: Option to ignore 'Uncategorised' in Diversity Report
|
|
3
|
539
|
31 August 2021
|
|
Yield on Cost Report
|
|
0
|
334
|
14 October 2022
|
|
Diversity targets
|
|
0
|
331
|
10 October 2022
|
|
CASH ACCOUNT ISSUES
|
|
0
|
326
|
24 January 2024
|
|
"What If" unrealised capital gains report enhancement
|
|
0
|
320
|
20 July 2022
|
|
Smartphone functionality needs improving
|
|
1
|
226
|
31 July 2024
|
|
Custom investment last price update date
|
|
0
|
319
|
5 January 2023
|
|
Xero Integration - option to report Long Term Gains separately
|
|
0
|
314
|
17 August 2022
|
|
UK Pension Funds
|
|
5
|
684
|
24 May 2022
|
|
Mobile app development timeline?
|
|
4
|
728
|
9 September 2021
|
|
Can we have the total brokerage fee cost for certain period in the report?
|
|
4
|
395
|
24 August 2022
|
|
Unconfirmed dividends
|
|
2
|
493
|
22 February 2023
|
|
How to best capture quarterly management fees
|
|
3
|
743
|
7 June 2024
|