Feature Requests

Most of us here is in the accumulation phase, but by the time we retire I would like a way to be able periodically sell down my stocks while keeping the portfolio in balance. After it is sold auto withdrawal to my bank account would be great.

My wife and I currently have a joint minor account (trust) for our child with Commsec. It doesn’t seem like Pearler allows this. Please allow me to sign up for a joint account with my wife, in trust for a minor.

Would love a few more features on the transaction page to assist for tax time. e.g. New filters for transaction type like; FX transfers, Purchases, Sales, Dividends, Interest earned etc. They currently all have a unique icon but can't filter them Export transactions to excel feature A working 'back' feature which takes you back to the spot you left off after clicking into the details of a transaction. I.e. with filter and bookmarked, rather than going back to the start of the list and having to filter and reload the whole transactions page again.

I’m not receiving the confirmation code

Hi Hayden and team. I had 170k in shares and had a return of 15k or so under my investment tab - it showed up as the right %. Then I sold 70k in shares and the return remained at 15k, but now the investment return tab showed 15% as 15k is 15% of 100k - better than any of my holdings, including what I sold. So the lifetime return % is now wrong. Presumably if I sold down to $1 the return would show 1500000%. Would be good to see the true % figure. Love the app and thanks.

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.

You should make people aware and all stop people applying for a super account older than 1970 if your not offering this just yet . Was a bit annoying to go through the application process and then be told at the last point im too old currently for what u offer . Simple change

I thinknit would be better when viewing assets in 1M, 3M, 6M, custom it would be better if youbcan see how much the asset has made or lost in thay period. At the moment the total is a static "gross" but it would be better if you saw gross and period data (not just a graph)

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

Having the ability when buying shares/units to choose the exact number. For example, buying 20 units of VGS, or 15 units IVV or 30 BHP shares