Link to Superannuation account
no short term plans
Hayden Smith
Hayden Smith
Hayden Smith
Merged in a post:
Superannution Account Integration
JakeLazenby
Ability to link superannuation accounts to enable displaying an up-to-date (“live”) super balance on Pearler as part of my current total net worth.
I have seperate long term financial targets for both my superannuation value and my personal portfolio value, it would be nice if my current super balance could also be displayed as a % of a target super balance, as is currently done with my portfolio balance.
Peter Ferris
This one is critical. Pearler is positioning itself as arguably one of the better apps for investments, auto investing, wealth tracking. To have the ability to be able to add in your super balance, or better still add an option for those that aren't integrated where a user can key in their superannuation balance as a static figure and you can set a monthly or quarterly reminder to update it. Gives you that overall view.
Hayden Smith
no short term plans
Going to move this one to no short term plan. We don't have a clear path forward here. We might be able to get a few adhoc funds up depending on APIs or 3rd party services, but to do this at scale is harder.
We don't have the commercial relationships nor the tech to do this right now, and it's all based on screen scraping anyway. So it's sometimes unreliable, and relies on 2FA never being enabled.
We will keep exploring. This one matters to us too.
Hayden Smith
planned
Hoping to tackle this sometime in next 6 months - a few moving cogs on this topic, will update in 2022. Something I'd personally love a lot, too!
M
Matt
+1 to provide better links to super and/or ways to track super info as part of your porfolion. It would be good to be able to include super based on public unit prices published by funds plus be able to specific contributions to super vs. value so you can track growth. Also being able to add to target portfolion would be good to track rebalancing etc.
Emma
+1 to this. It would be really handy when you want to re-balance. As people with larger balances usually do this by taking super into account in the calculations
K
Kurt Walkom
K
Kurt Walkom
Hayden Smith this one already exists: https://pearler.canny.io/feature-requests/p/link-to-superannuation-account
i'll add you as a voter ;)
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