Feature Requests

It would be great to have the ability to update a pending limit order to avoid canceling and adding a new order.

This will be extremely useful for anyone who wants to consume/use / store their data. the PDF reports are great but the data in them isn't very accessible - to paste into an .xls for example.

I think it would be useful if we could set a dividend goal. I understand that dividends change and aren't necessarily a given, but seeing as a number of individuals invest for passive income It would be good to have a tracker to see a goal dividend and estimated dividend return using prior data.

With Autoinvest I can see the starting date, the amount of investment and the frequency, though not the actual date that the Autoinvest will happen. Is would it be possible to add to the Autoinvest so that can see the when the next Autoinvest date will be?

When I press the ‘back’ button when browsing profiles, shares etc, it doesn’t save where I scrolled to prior to viewing a page. Small request but if scroll history was saved I might utilise more Pearler functions

I would like to be able to set up autoinvest for individual ETFs and also separate portfolios. E.g. I plan to purchase two etfs for my son to teach him about investing. I would like to incentivise him to develop a habit to invest part of his allowance. Having the auto invest feature that is tied to the ETF and not target % of a whole portfolio would be great!

It would be great to view an asset allocation graph of your portfolio to see which sector/industry you are investing in at a high level. It would also be going to see the asset allocation graph at an ETF specific level.

Is it possible to add a feature where certain shares are excluded from being calculated in the automate percentages? For example, I have a core investment portfolio consisting of ETFs which I want to automate investing into every month according to the lowest share strategy to achieve a certain allocation that I have chosen. I also hold individual stocks that I do not want to automatically invest in. However currently the whole portfolio is included in the percentage calculations for automation and therefore the percentages and allocations are incorrect. I just want to exclude certain shares from being included at all in the calculation (not just switching off investment)

An additional option to add simplicity, personal preference, to setting up auto investing. The ability to auto invest a set amount of money into certain shares only, regardless of targets and weightings (just invest a set amount into certain shares). For example: a direct deposit of $1000 into auto invest occurs each month on the scheduled day each month, 50% of the monies available goes toward buying VAS and 25% toward buying VGS, and 25% toward buying AFI the cash balance left over from the purchases remains in auto invest / primary cash

I would love to see some sort of indicator for the next auto invest share purchase. At the moment we are working off the % and target % but this quickly gets complicated if we try to predict which will be the next purchase.