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Changelog
Roadmap
Under Consideration
5
Report a bug
20F tax label cannot be entered/missing in AMIT statements
15
6
Suggest a feature
Moomoo Australia integration: automatically sync trades and holdings
3
Report a bug
Date picker needs Year selection - Reviewing prior financial years so tedious as to be unusable
2
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Pro & Client Management
Bulk rename symbols across Pro client portfolios
1
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Sync Trade Prices
1
Planned
1
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Delete Goals
3
1
In Progress
6
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Pro & Client Management
Sep 2026
Search holdings across all Pro client portfolios
1
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Hide "0 available" parcels when selecting parcels in a sell transaction
6
6
Report a bug
HANG - delete holding
1
Report a bug
Betashares Direct integration image broken
1
1
Report a bug
Portfolio Valuation can't set date prior to 2015
1
1
Report a bug
Goal facility in broken [object Object]
0
2
Public Beta
0
Nothing here yet
Preparing Release
0
Nothing here yet
Awaiting Clarification
2
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Enhancement
2
1
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Capital Gain Tax Report Not Available Where Base Currency is Not AUD (NPMC)
1
2