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What went wrong? Under the "trades" tab, for trades that are dividend reinvestments, even when there is a file attached the little paper clip icon doesn't show up at the far right Where is it happening? Web Platform: Web / iOS / Android Browser or device: Chrome Steps to reproduc
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1
You have red text for negative values in the TOTAL RETURN column on the portfolio page, it would be great if positive values were green. This is helpful to easily see gains and to get some good vibes cause all I'm seeing is a sea of red at the moment.
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10
It would be good to have the ability to know the underlying Asset classes in LIC's and ETF's with a view to being able to determine Portfolio wide allocation to Asset Classes . So for example Investsmarts web based Portfolio system gives Asset class allocations of one's portfolio
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9
Please allow for classifications for ETFs, even if broad. For example US S&P500, China, Europe, etc.
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8
It would be great to add a Yield On Cost % in the holdings screen so we can see the Yield of our stock, but also the yield on cost.
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7
Would be helpful for buy decisions to have a little tool on the page for a holding to see dollar cost averaging effect based on either number of shares to add at current price or amount of money spent at current price.
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7
Please add the ability to set a % tax deduction in the settings tab of each security (or at least per exchange/country). Currently, Navexa applies a default 15% withholding tax on dividends. For many investors this isn’t correct, and it creates a lot of repetitive editing. This w
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7
On the Taxable Income Report, on pop-up for 'Enter Statement Components', there is not much information and this is quite difficult to match with the components from an AMIT statement. As someone who just invests in ETF's, I want this to be as simple and easy to enter as possible
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6
Once a custom investment is created, it should be available to be used across any portfolio. As it stands the custom investment has to be duplicated for every portfolio it features in. Cheers
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