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Expected Behavior When applying and updating the settings of a cash account, these updates should be reflected in the transactions overview Current Behavior Sync from dates are not respected Broker filter not applied Possible Solution Steps to Reproduce Create cash account Toggle
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Expected Behavior When applying the 'sync from' for transactions in the cash account, it should only incorporate transactions past the 'sync from date' and any broker filters applied Current Behavior Applying the setting does not apply the date limit in the transactions overview
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Using the broker connection with Degiro, it correctly imports dividends, but not dividend tax. The dividend tax appears as a separate line, and for some users the tax can range from 15-30%. At the moment the dividend shows up as gross dividend, the net dividend is less than what
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Would be good if there were some basic risk and risk/return measures for portfolios such as portfolio beta, Sharpe ratio, tracking error, etc.
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When on a mobile phone I am unable to use the Notifications menu since it opens up off the screen. I am assuming this is because there is currently no responsive design for the site. Is this an issue on my end or something you know about? Screenshot attached. Thanks.
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With Aussie interest in one of my accounts sitting at 4.5% I'd like to request the option to show that as Income directly in the portfolio, and the option to show that 4.5% interest bearing acount to add to the overall % performance of the portfolio. Particularly useful for an SM
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For those of us who track superannuation, we need to be able to add statements to our entries. Can this feature be added?
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You still show the old code WPL for Woodside as they have renamed to WDS as per corporate announcement. https://www.woodside.com/docs/default-source/asx-announcements/2022/change-of-company-name-and-ticker-code.pdf?sfvrsn=5efd3c78_3#:~:text=Woodside's%20ASX%20ticker%20code%20will
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Please considering adding forex brokers and trading for performance tracking and tax reporting.
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Hi - would be a great feature if you could add support for the IG Markets API to automatically import all transactions. Many thanks,
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