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Background I need to report all portfolio income each quarter for ATO PAYG instalments. Currently, the Taxable Income report can only be generated for full financial years. Feature Request Please add the ability to run the Taxable Income report over custom date ranges, including
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It would be great to be able to create an investment stategy, whether that be High Growth, Conservative, Defensive etc etc... Then to also be able to allocate custom percentage goals for varius Industries, Sectors, Currencies etc so that you can view a protfolios diversification
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I have in entered a EURO based holding and gave the €value at date of rebasing. Under the holding's key stats the Avg buy price is reflected correctly in € however the Tax Cost base notes it as AUD. For example if the Avg buy price was €100 for 300 shares, the Tax cost base is sh
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Airbus (AIR), Rheinmetall (RHM), Renk (R3NK), Deutsche Telekom (DTE), Orange (FTE) are traded on German online stock exchange XETRA and denominated in EURO. Given European industrial stocks are relatively cheap and massive spending on NATO defence spending, Trump tariffs, etc., a
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When rolling up grouped holdings, the heading fields remain blank. Would it be possible to have the grouped Totals shown in the rolled up lines.
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Can we please get all the tax reports to be able to be split based upon % for joint accounts? Brad Magill
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Currently when importing Stocks into the Portfolio for an entity, you are able to select in the individual buy /sell orders the nominated broker (In my case Westpac & HUB24). However at a holding level under the settings there is only one field for the broker which in my case is
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Seems like the Mutual Funds on NASDAQ are not supported such as AEPGX AGTHX ANWPX CAIBX CWGIX IGAAX NEWFX SMCWX Would be great to get an automated feed for mutual funds from the NASDAQ.
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Expected Behavior Current Behavior Possible Solution 1. 2. 3. 4. Context (Environment)
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Expected Behavior Not really a bug, more like a missing feature (or dumb user). How do I track m&a. Specifically I had some Afterpay (APT) which became SQ2 (now XYZ, confusingly) shares at 0.375 ratio. So I have my Buy transactions for APT, and then on 01/02/2022 they became SQ2
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