- Ensure unit prices of unlisted managed funds are automatically updated instead of having to manually enter data (like Sharesights does)
- Ability to have a page which tracks previous ex dividend/pay dates & half yearly/annual reporting dates prior to announcements so indicative dates can be forecasted ahead of time
- Better linking of news, company and ASX announcements for each share with an option for email/app alerts as this could lead to prompt sell/buy actions
- Include alerts for significant price shifts (up or down) with parameters to be set.
- Daily email summary of portfolio performance (could be incorporated into item 3)
- Customised groupings in Portfolio (ETF, Individual Shares, US)
- Ability to see all trades/adjustments & dividends on one page (instead of Page 1,2,3 etc)
- Holding values and general history needs to be for the duration, not a max 3 years. Hugely important for long term investors
- No yield or yearly return in unlisted managed fund summary page.
- Custom classifications so weighting in charts/tables can be better managed to gauge diversification.
Any updates on these? Custom classifications should be a fairly easy one to implement.
I would be keen for custom classifications also, most of my ETF’s do not fall into any category listed.