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Please consider implement commas into the numbers popped up in the website graphs (e.g., instead of just shoing $100000.00, it'd show $100,000.00).
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Could you set the income calander up so it can be printed as a PDF.
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When the notofication of new trade from the integrations appears, it would be useful to link to the actual trade(s) rather than just showing the number and only option is to dismiss.
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On portfolio page, be good to have a "Last Trade date" column that you could select that shows the date when last purchased that holding OR days since last purchase. That way you can have a quick view of how long you have owned that holding to save going into each holding to find
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1
I'd like tyo be able to see a matrix showing the correlation of returns of stocks to the market and to my portfolio to help see which stocks provide diversification benefits to a portfolio. I have seen only one tool online that provides a correlcation matrix but its not clear how
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1
Entering and reviewing trades in different currencies can be difficult. Having all currency fields labled with their currency code would help Eg US$ AU$ etc. Example attached.
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On the custom CSV Importer page, it lists the column headings required. It would be useful to specify each of the acceptable types for each column, for example, what are all the valid "Trade Type" values and their meaning. If this is already convered in help, then a link to the h
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I created trade Parcels in MAIN and wanted to copy the portfolio. The MAIN-COPY did not seem to have the parcels I had created in MAIN. I wanted MAIN-COPY as backup to a lot of Sell Parcels I had created
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Expected Behavior "Capital lossess available to offset" instead of "Capital losses available to offset" in the Capital Gains Summary report pdf Current Behavior Possible Solution "Capital lossess available to offset" instead of "Capital losses available to offset" in the Capital
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1
It would be awesome if I could pin my fave exchanges in the "Add Crypto" / "Add Stock/Security" pages exchange selection drop down, so I don't have to search for my 3 most commonly used exchanges every time I add a holding. Thx!
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