Integrate with leveraged investing tools like NAB Equity Builder, or create own
no short term plans
Pearler Community
"Currently, I am using the NAB equity builder & believe this is one of the best financial tools for building wealth I have ever used. Being able to leverage to buy shares like you would with property for a reasonably competitive interest rate currently at 3.75% but without any margin calls is phenomenal & I can't believe this hasn't caught on with other financial institutions. I know it's early days for Pearler but for a group that focuses largely on long term investors in the stock market, leverage can help accelerate peoples wealth remarkably. I would love to see Pearler offer something very similar to this in the future as that would mean I would be able to move my $800k portfolio over to Pearler as well as make all my future investments through the platform & apply for more debt when necessary to increase my holdings."
Hayden Smith
Merged in a post:
NAB Equity Builder and full Sharesight portfolio integration
J
James P
Integrate the use of margin loans or NAB's Equity Builder into the Pearler platform. If this isn't possible, then have full integration of Sharesight, so Pearler can track your full portfolio that are also on external platforms like Sharesight in case you're forced to use other means of brokerage.
E.g I will be looking to use NAB Equity Builder soon, I would like to use Pearler for brokerage however I'll likely be forced to use NAB brokerage. If this is the case, NAB will feed data to sharesight then I want Pearler to be able to 'pull' that data from sharesight so I can view it on the pearler platform.
Lachlan Forrest
Leverage.com.au rates a way higher than interactive brokers, like 2x higher. Integrate IB accounts, please.
Hayden Smith
no short term plans
Sadly at the moment we're not in a position to release our own product in this area. We'll continue to explore over time, though (which is why this isn't closed). Integrating with tools like NAB equity builder aren't in the scope of what our openbanking provider can do at the moment, so we're somewhat limited there though again will continue to explore long term.
Daniel Mcclintock
Agreed on this -- leveraged.com.au's rates are also pretty competitive; would love to integrate with Pearler
Douglas Crowley
Agreed! Love the Pearler concept and it’d be great to integrate with Leveraged (I think they already work with Openmarkets??)
Philippe Roy
This would be a great option to have. The Pearler platform is great to automate my investing and to keep things, simple, easy and disciplined. In conjunction with a margin loan, FIRE can be obtained earlier.
D
Declan Keyes-Bevan
Very keen to see as I explore other options for leverage e.g. NAB Equity Builder and Leveraged Direct Investment Loan. Not keen on using NAB's portfolio, just their money. The Direct Investment Loan looks interesting but the main platform they promte is Bendigo and Adelaide Bank. $19.95 a trade, no thanks.