External portfolio targets
under review
M
Matt
One downside of the target portfolio tool is that it assumes all investments are held with Pearler and therefore requires the balances to add up to 100%.
It would be fantastic if the tool allowed you to add an "External" target or multiple external targets that reflects the percentage of your portfolio not held with Pearler.
Pasqual Carstens
Merged in a post:
External shares tracked in target portfolio
G
George
It would be great if external shares (shares bought outside of Pearler but added manually to investment tracking) would also be factored into the target portfolio tracking / calculations.
For eg, if I bought stock A in Pearler and stock B outside of Pearler, but add both to investment tracking. Then if I setup a target portfolio of stock A and B, in the target portfolio tracking / breakdown, it will show current holding as 100% for stock A and 0% for stock B.
Instead, it would be great if the current holding would also reflect shares held outside of Pearler too
Hayden Smith
under review
Hayden Smith
Merged in a post:
Track External Shares in TargetPortfolio/Autoinvest
Hayden Smith
My brief thoughts are that we can't let it have its own targets (since its not investable).
But say if you have some External VAS, maybe we could structure it such that its value is absorbed into VAS on Pearler and together the amount can be “shown on target portfolio” and subsequently “used by autoinvest”.
L
Lochlan Gillis
Agreed!
Peter Nguyen
Good idea.