Feature Requests

"I've started to see crypto pop up in FIRE forums & blogs a lot. It seems like people are now investing in crypto with the intention of holding for the long-term. I'm thinking it might be useful for our customers to be able to hold their crypto on & accumulate more (BTC, ETH, LTC, [insert token here]) using Pearler."

Live portfolio value & asset search pricing (as opposed to 20-minute delayed). We already use live pricing on the check-out page.

Would be appreciated if we could have a trailing stop loss. This would highly benefit us all investors. Thanks

To be able to see your Super balance, allocation, and how that contributes to my overall portfolio.

Currently the "Net Wealth" figure at the top of the Dashboard, is the total of all Assets. However the Total Earnings figure directly underneath only relates to share holdings. This is a bit confusing as it means the percentage growth figure is misleading, because it is a percentage comparison of two things that aren't the same. The chart then relates to all assets again adding to the confusion. I would like the dashboard split into the following: Total Net Wealth - contains the Total for all assets and the current graph showing growth and another pie chart showing percentage asset allocation. Investment Holdings - contains the assets that are held by the account (ie. shares owned by the HIN - bought via peraler or transferred. This would include a total value, earnings and % growth, with a graph showing performance of these assets. Other assets - shows a total for each asset classes: Cash/Savings Property Other Investments; Super (I believe there are other feature requests already asking for the ability to assign linked/manual assets to these classes)

I want to be able to trade individual stocks in the US using my account set up as a trust.

"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."

Would be great to see additional popular ETF's offering free brokerage to invests, e.g. ETF's from iShares and Beta Shares.

Being able to view our cryptocurreny holdings and dollar value of them inside Pearler would be great. This could be done by having read only access to Koinly or Blockfolio (where people usually track their holdings) I know you are planning to do the same thing with bank accounts and super. But this may be something worth looking into as well. It will give those with cryptocurreny investments a better overview of their total net worth. I hate that you can't do this inside apps like Money Brilliant.

Donot want to ues bank details would rather use credit card for purchases