Integrate external investments for an overview of investment progress
complete
"...am very interested in being able to track my portfolio and set the long term investment goals and associated automatic investments... BUT, is it planned to integrate external investments into Pearler, to be able to get an over all view of investment progress? So far I have been investing in property, so ideally would be able to include that as part of my portfolio - and possibly even model potential future scenarios..."
Hayden Smith
updated the status to
complete
This one is quite late to catch up to here. Since this post was made we have introduced our wealth management on the dashboard which lets you add a range of assets.
K
Kurt Walkom
Really appreciate the extra detail Peter Nguyen Aaron 🙏🙏
Peter Nguyen
I would love this especially to see it appear in the progress goal bar.
I can start with something really simple so we can just adding in like
'Investment type' 'investment amount' and it will add up the total for the progress goal bar.
A bit more complicated not sure if possible, but if it can pull in FX/other investments from Sharesight it would be great
A
Aaron
I see value for things such as crypto and micro-investing platforms (ie. Spaceship, Raiz, etc)