Feature Requests

Etc sold VAS Then re-purchased 6 months later. Graph shows Average purchase price from prev hold (not the recent purchase) In the my net worth graph- it’s included but these are sold so why include them? Solution: Show only average purchase price from recent purchases. I.e I sold all my VAS 6 months ago at x price and now repurchased at x price so why show prev one? Do not include gains from sold shares in net worth (unless these are cash sure but in vas it’s showing +xxx but in reality it should be less.

With the joint minor account offered by Perler, does the tax liability get divided equally between the two trustees? Or can it be assigned to the trustee on a lower tax bracket?

I like the spending tracker. I linked my CBA bank accounts using Basiq, but it did not pick one of my credit cards (and its associated expenditure). Now Basiq is linked and I have categorised many transactions, I don't want to disconnect and reconnect again. Any way for me to add in the 'missed' Mastercard credit card transactions?

I would love buy the dip to return

I sold my ETFs on 31st August 24. Today is 10th of September 24. Still waiting for. Why too slow.

Under Statements & Reports > Portfolio Valuation, it would help to have the ability to select a particular date to view a snapshot of my Pearler Portfolio Valuation as at the selected date.

Every time I update a goal, the milestones completely reset. This is a very annoying experience. I'm only updating a goal, not completely creating a new one.

Why is it taking so long for pearler to sell my micro shares

Can pearler provide free end of financial report for individual investor?

"i have a recommendation for pearler: when you log into the website it asks you for a 2FA authentication code (if you have it enabled) selfwealth do the same BUT they give you the option to remember this device/browser for x days I want my account secured to i enabled 2FA but my home computer should be able to sign in easily as a trusted device"