Cash Account Automation
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6
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1170
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March 28, 2023
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Simulating Fees
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1
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511
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March 25, 2023
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Able to rename a cash account
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0
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449
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March 24, 2023
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Sharing of specific portfolio with update access
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1
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689
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March 22, 2023
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Write access for shared portfolios
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0
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452
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March 22, 2023
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Can someone explain the difference between the 'Simple' and 'CAGR' methods?
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1
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530
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March 22, 2023
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PocketSmith integration
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1
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636
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February 20, 2023
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SPDR200 Comparison to one's portfolio - nice, but need more comparisons
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0
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456
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February 15, 2023
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Sync Binance trades automatically
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6
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711
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February 9, 2023
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Feature suggestion: Portfolio beta
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0
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421
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February 2, 2023
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Historical Cost Report
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6
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595
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January 30, 2023
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US dollar dividend
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0
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422
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January 29, 2023
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Premium Plan not keeping 4th portfolio
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2
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468
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January 28, 2023
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Overview Holdings - column heading for each group
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0
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469
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January 27, 2023
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Dividend Performance Group - By Financial Year
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0
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372
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January 27, 2023
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Creation of custom Group - Left Pane "Holding" is not frozen and also row header
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0
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374
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January 27, 2023
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Add / Amend cost base adjustment entry
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13
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939
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January 25, 2023
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APT to SQ2 merge messes up annualised return
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0
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398
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January 24, 2023
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Average Buy Price Added!
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6
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675
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January 24, 2023
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Newsfeeds from other sources
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3
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502
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January 23, 2023
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Is there a way to track performance of a share/ETF/Managed Fund unit against an index, including dividends?
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2
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493
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January 23, 2023
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Portfolio Speed Improvements
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0
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532
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January 20, 2023
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Huge Holding Screen Update!
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15
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1467
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January 19, 2023
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Cost base report for all securities
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3
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560
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January 18, 2023
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Selection of brokerage in capital gain calculation
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0
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400
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January 18, 2023
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Add another button and holding focus after entering a transaction or price update. Or even bulk entry!
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0
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360
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January 18, 2023
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Report Interest earned on Cash Account as Income
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1
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510
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January 18, 2023
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Income Column and dividend discrepancy question
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4
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494
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January 17, 2023
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Importing trades CBOE / US stocks
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0
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450
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January 17, 2023
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Annual statement AMIT posting
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1
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580
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December 26, 2022
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