|
Performance measures
|
|
4
|
553
|
6 June 2024
|
|
Self generated API so users can export and manage investment decisions
|
|
2
|
245
|
3 June 2024
|
|
Copy a position across to another portfolio
|
|
2
|
432
|
10 April 2024
|
|
As a user I would like to track how much I've invested each week/month/year
|
|
5
|
587
|
3 April 2024
|
|
Floating Rate and other Types of Bonds
|
|
0
|
199
|
25 March 2024
|
|
Contribution Report Bar Chart in Percentages
|
|
0
|
378
|
24 February 2024
|
|
Use Filters in Exposure Report to reduce size
|
|
0
|
378
|
24 February 2024
|
|
Report performance feedback to
|
|
1
|
318
|
19 March 2024
|
|
Trading tally
|
|
2
|
260
|
14 March 2024
|
|
Luxemburg and Ireland Exposure Report
|
|
3
|
396
|
8 March 2024
|
|
BROKER CONTRACT IMPORTS
|
|
0
|
253
|
29 February 2024
|
|
Monthly sub totals in Future Income Report
|
|
4
|
536
|
20 March 2024
|
|
Performance of separate contributions to same holding
|
|
4
|
492
|
23 February 2024
|
|
Additional Reporting Periods Needed
|
|
3
|
431
|
20 February 2024
|
|
SHOW NUMBER OF COMMENTS ON HOLDINGS DETAILS PAGE
|
|
1
|
405
|
20 February 2024
|
|
Multiperiod report to include holdings
|
|
1
|
449
|
20 February 2024
|
|
Error for "learn more" on unconfirmed transactions message.
|
|
1
|
198
|
16 February 2024
|
|
Importing from ETrade USA
|
|
1
|
230
|
15 February 2024
|
|
Importing crypto trades
|
|
1
|
344
|
13 February 2024
|
|
Transfer Holdings
|
|
1
|
238
|
13 February 2024
|
|
Our newest report is now live! - Exposure Report
|
|
4
|
334
|
13 January 2024
|
|
Tracking Gilts
|
|
1
|
297
|
8 January 2024
|
|
Tracking cryptocurrencies with Sharesight
|
|
0
|
224
|
13 December 2023
|
|
Correctly enter dividends
|
|
1
|
247
|
11 December 2023
|
|
Vanguard Personal Investor
|
|
4
|
545
|
5 December 2023
|
|
Benchmark portfolio for past periods
|
|
3
|
466
|
25 October 2023
|
|
Adding CPI as a benchmark
|
|
2
|
450
|
23 October 2023
|
|
BENCHMARKING A PORTFOLIO
|
|
1
|
356
|
23 October 2023
|
|
CSL dividends paid in USD
|
|
1
|
460
|
6 October 2023
|
|
Hard delete a .OTHER holding code
|
|
2
|
552
|
3 October 2023
|