Feature Requests

Would be great to have an option to show the average annual return of a holding within ones portfolio, rather than the total performance. Would make it easier to compare the performance of a holding against other metrics such as annual inflation, super fund etc.

I miss out on additional reward credits due to my auto investment frequency. This is fine, and I don’t mind investing more, however I tend to forget. Thus my request is for notifications when credits are due to expire without being used. (The underlying issue seems to be that if one refers more people in a period than they auto invest, those rewards will go unused. e.g. if I refer 8 people in one month, I’d be expected to invest 8 times per month, which is nice and a bit excessive. However that seems to be a larger problem to solve.)

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

As useful as the transaction list is, the only way I can really use it is to open the page, scroll all the way to the bottom until no more entries load, search for the item I'm after, and open it in a new tab. Which is to say, it's a bit convoluted. The problem I think comes down to a few shortfalls: There is no way to filter by ticker symbol. There is no way to filter by dividend or DRP transactions. Viewing any entry in the same browser tab (or if on mobile, within the app), then navigating back to the transaction list causes all filtering to be removed and the transaction list refreshed back to the standard x number of entries. There is no way to filter by date for transactions older than the last financial year. So, it seems like it'd be fairly straightforward to counter these issues with a small number of improvements: Add a way to let me filter or search by ticker symbol. This could either be a free-text field or a drop-down aggregation of every symbol I've ever transacted upon (successful, pending, cancelled/failed). I should be able to select multiple symbols, or invert to see everything but the selected item. Add a filter for dividends and DRPs into the filter popup. The transaction list should remember my current position and filters, so they're not reset when I go back to the page. Improve the date filtering with a way to set a "after this date" and "before this date" field. Thank you!!

Please integrate to Hostplus for a live feed of superannuation. Love Pearler :)

Could you please bring back the buy in the dip automation function? This was a really neat function for business professionals unable to constantly monitor the market on a regular basis. I was using this function and tried updating my payment which cancelled the transaction and now I’m unable to use it. Many thanks

I think Pearler could stand apart from other investment platforms by demystifying some of the performance/risk metrics and presenting them in an easily-digestible way for novice investors. Things like Alpha, Beta, Sharpe Ratio, R-squared, standard deviation etc are useful when evaluating investments, but not very easy to understand. What is a "good" number and what is a "bad" number? What's good or bad might differ based on personal circumstances or investment strategy, but there are ways to distill these numbers into friendly representations that can guide investors without having to fully understand them, and the visual representations could even change based on a selectable investment context.. eg defensive, income, aggressive, growth etc This is something that I haven't seen done well in any existing investment platforms, so I think it's a great opportunity for Pearler to stand apart and fits in well with your brand of catering to simplified, long-term investments. Most existing offerings are definitely skewed towards traders and are resultantly complex. It's also an opportunity to gently guide novice investors along their path of investment education. This ties in slightly with my other suggestion for Discrete performance data, with colourised quantile bands.

Hi, It would be great to have the ablility to export transaction history to CSV after allocating expense categories. This would allow greater data analysis in excel for tax purposes / personal weath management, etc.

Ability to earn Frequent Flyer points every time shares are bought

Clear view and filtering for domicile country, for tax planning