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Feature request Support Morgan Stanley At Work (E-Trade At Work) accounts for employees of US companies who work in Australia. Area (pick one) Chosen area: Tax & reporting Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matter?
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Where the three dots are to edit the income for a distribution/dividend provide several shortcuts to negate the need to enter the Edit dialog. In addition to the existing 'Notes' and 'Confirmed' indicators, provide: Trust income (tick box), Dividend reinvested (tick box), Exclude
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Bug report Price splits not shown on individual holding Price charts. This is evident for my IVV:ASX holding which was split 15/1 in December 2022. Where is it happening? Platform: Web. Browser (if Web): Google Chrome. Steps to reproduce Navigate to holding and go to Overview tab
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Bug report When exporting transactions that are Cancellations, the exported file is missing key data. Where is it happening? Platform: Web Browser (if Web): Safari Steps to reproduce Create a holding with cancellation trades Go to Potfolio > Transactions Filter the holding with t
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Feature request Sync Trade prices and the Prices tab. Area (pick one) Chosen area: Portfolio Why does this matter? I have to manually put prices in the Prices tab for prices I already specified in the Trades tab. What should it look like? Whenever I put a trade, it should automat
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Feature request Align the decimal point. Area (pick one) Chosen area: Portfolio Why does this matter? Seeing a holding with many decimal places might give the wrong impression that the value is higher than other holdings. What should it look like? Align decimal point of the numbe
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Feature request Support holdings that are available on Bloomberg. Area (pick one) Chosen area: Imports & integrations Why does this matter? Saves time manually entering pricing.
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Feature request Filtered views/reports that can be bookmarked as a link, and also saved if possible. Area (pick one) Chosen area: Portfolio Why does this matter? Manually editing filters to switch perspectives is too tedious especially if you forget the correct combinations. What
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Feature request Support custom brokers/sources (for manually entered transactions/custom investments) Area (pick one) Chosen area: Portfolio Why does this matter? Custom groups have limits. Most of my holdings are custom investments. What should it look like? Shouldn't be limited
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Request type Request type: Stock-ETF Asset details Name: Vinva Global Alpha Fund – Active ETF Ticker / symbol: ASX: V1AC Market / exchange (or network for crypto): ASX Identifier (if available): Contract address / ISIN / APIR: Link (explorer / exchange page / fund page): https://
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