Feature Requests

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

I'm currently in the process of moving my CommSec shares over to Pearler, but one of my favourite things about CommSec is the ability to overlay the ASX with the performance of my portfolio held there. It's a fun thing to check from time to time, and I think it would make a great addition to the Pearler app.

Hi there, I have been using Pearler for about a year now and love the auto invest and balancing feature. However, I have an SMSF with Stake and currently struggling with manual investing habits and would like to bring it onboard with Pearler provided you can make a fixed cost product similar to Stake Super for larger balances. Alternatively, I'd be open to an equivalent or better solution to manage my super over the long term. Would love to hear from your team on how this can be achieved to help people like me to consolidate our respective super portfolios similar to our personal investment accounts. Regards, Nish

Hi Team I work in Financial Services and need to produce trading statements to meet my employer's compliance requirements & our EOFY is also not 30/06 but rather 31/9. I note that your custom field options has a calendar drop down but I can only chose one month. For example I need to produce my trading statement from 01/04 - 30/06 and I need to produce 3 individual monthly statements. It would be handy to have both start & end date fields available in the custom option. Typically custom fields are for users to set their own date ranges & current functionality doesn't allow this. Separately, the custom statement option does not allow me to chose what information I'd like to surface. I don't want my employer to see what dividends I received but only what trades I placed, however, this is not currently possible as all transactions are surfaced. I also need to provide a statement in PDF format from the platform on formal letterhead as .CSV in excel can be manipulated. I need to be able to match my internal employer pre trade approvals process to the trades I placed on the platform. Thanks for your consideration.

I have noticed 2 different Betashares ETF icons on the Pearler platform and it should be standardized for better streamlining and aesthetics.

Hi Pearler, a rook design to track and record etf cost base adjustment would be great to help maintain oversight of the auto invest tool and dividend reinvestment. AMIT cost base change would be the target.

I’d love to see an integrated annual summary dashboard in the app for Pearler Super, similar to traditional super statement summaries. Having a clear snapshot that breaks down the financial year performance—showing Opening Balance, Money In, Money Out, Income (Dividends/Interest), Capital Gains, and Closing Balance—would make it so much easier to track overall super health and performance at a glance.

I'd like a separate line on my graphs to show the points in which I invested money, so i can see the real change in growth.

Live portfolio value & asset search pricing (as opposed to 20-minute delayed). We already use live pricing on the check-out page.

"Would love to see the ability for API access to something like Nutworth"