Sync my other shares with Pearler!
complete
Hayden Smith
complete
You can now add your shares (choose the ticker and quantity) from other brokers. Just click the "Add" on the dashboard. This is just for tracking purposes and obviously doesn't take into account things like dividends/DRP, stock splits, or anything more complicated than tracking units' value.
Cameron McGrath
Might just be me being daft, but I can't see where this can be done? I click "Add" and only see options to connect to a bank, manually add and asset, explore shares or explore Micro. If I manually add an asset, there's nowhere for me to enter the stock ticker such that it would track units and value. If I explore shares and select my ticker of choice, I can add the stock to the dashboard, but there's nowhere for me to enter the number of units (i.e. can only buy/sell or change the label etc). Am I missing something obvious here?
Cameron McGrath
Update: this was me being a bit daft and not realising I needed to turn the feature on in the first place.
This post was marked as
in progress
C
Chris Phillips
Hayden Smith Is the planned implementation approach to enable automated or manual entry of external holdings? Manual would be a good start, but automated would be amazing
This post was marked as
planned
Hayden Smith
under review
Alexis Ituarte
This would help me get an accurate net worth
Rebecca McDowall
Would be great if any such "external holdings" could be factored into asset allocation weightings and feed into automatic investment decisions .
T
Trevor Stade
Great idea!