Feature Requests

Is there a way I can export all my trade data?

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

A guide on how to use the Pearler Plus features, or a separate Pearler Plus dashboard tab with everything held there would be a lot more user-friendly and intuitive. The metrics included in Pearler Plus are impossible to find and I had to email a support request to find the info, which can only be found using a direct address: pearler.com/performance The metrics include: Portfolio geographical / industry / ESG summary Portfolio performance comparisons (against popular indexes) Portfolio overlap breakdown

This is an integral capability to investing platforms, it is great that we have a watch list of stocks but a means to add notifications to inform pearlers of when stocks have reached a certain price is necessary. Particularly in recent times where the market has fluctuated quite aggressively it would be good to have notifications enabled on prices so for those that are buy and hold investors we have opportunities to buy low.

Can i be notified when shares drop or rise above a certain percentage please.

The ability to click and view an individual Company of an ETF. Example: Being able to click on and view the CBA asset/holding from the ASX:200 ETF rather then having to go back and use the search tab on the Home Screen.

Similar feature that Interactive Brokers (IBKR) have implemented into their brokerage accounts - uninvested money sitting in Pearler AU Cash / Automatic Investing accounts has the ability to earn interest for users each month. This feature could give users more confidence to setup an automatic deposit each week without the fear of missing out on interest generated within a bank account. Interest amounts earned each month could appear in the “Transactions” tab and would just be added to the respective cash account.

When I press the ‘back’ button when browsing profiles, shares etc, it doesn’t save where I scrolled to prior to viewing a page. Small request but if scroll history was saved I might utilise more Pearler functions

Currently, if I add externally held VAS to my portfolio, it is shown separately to the VAS purchased through Pearler. So then when I setup an automation with a defined % split of VAS and VGS, the automation ignores that I already have a chunk of VAS held externally. It would be great if, -The portfolio / wealth section could combine assets of the same name. (If I wanted them split I could create a separate wealth section anyway) -The automation could include the externally held assets in its calculations.

It would be great if you could compare the different sale strategies before downloading the final report. This would greatly help with tax planning.