Feature Requests

Would be great to see profit without dividends, i.e just the current share price against your average buy in. Would also be great to maybe have an option removing fees too, like broker fees from the profit. Thanks team

Currently if you accidentally input an asset incorrectly (eg. Duplication) even when you remove it, the data still registers in your growth. This skews the growth

I just transferred from CommSec. on their commsec app, they have tool to check how much you earned or lost per day. It also gives you real time updates and also calculates total profit and loss on the stock you hold. Added an image from the app. I had shares listed there until yesterday. If I was making money it would show me in green with percentage and if not, It's red... I wonder if this can be implemented. Thanks

To add the option to top up using a cc

I currently have my direct debit coming from a bills account as it is a planned and budgeted for expense. I tried to add round-up from a different account but was told I could only use one account at a time . It would make sense for round-up to be available from a seperate account as that's where the everyday spendings are happening.

Introduce a feature that allows users to create their own customized investment index by allocating specific percentages of their funds to a chosen list of companies (e.g., 50% to CBA, 30% to WBS, 20% to BHP), making them achieve their Target Portfolio. Users can invest in this personalized portfolio on a recurring basis, such as monthly, through a single trade. This approach streamlines the investment process by combining multiple transactions into one, significantly reducing brokerage fees and providing greater flexibility and control over portfolio management.

How do I remove my bank account or stop seeing my net wealth. It’s confusing and I don’t want to view this

What happened to the percentage bars in automate? With the last update this section has changed and there is no visual of if a stock is over or under allocated and thus no way to know which stock will auto buy. This section has gone backwards!

Sometimes there might be a need to have 2 target portfolios with 2 different auto-invest strategies, for example: In one portfolio, I can have certain thematic/satellite ETFs with auto-invest set to rebalance. In the second portfolio, I want to have core diversified (non-free) ETFs with auto-invest set to lowest share to reduce brokerage fees. This would ideally require 2 or more separate auto debit/invest with different cycles of their own that users can set and will provide a lot of flexibility to users in choosing different strategies, all in one account/dashboard plus easy visibility.

Display average purchased price per unit of each stock in Dashboard. The price should include trading fees. Even better if the we can edit the price.