Feature Requests

Now there is a price limit I would like an option where I can buy a set amount of shares (eg 100, 200, 225) instead of having say 101 or 102 shares in a particular stock of eft

As long-term investors, it's quite useful to see performance data represented as discrete annualised figures rather than a line chart or just top-line 1Y, 3Y 5Y etc. I'd personally like to see performance data visualised in annualised / 12-month fashion for each of: Cumulative annualised history: eg 1m, 3m, 6m, 1y, 2y, 3y, 5y, 10y, since inception. Discrete annualised 12-month: 0-12m, 12-24m, 24-36m, 36-48m, 48-60m. Discrete calendar: YTD, 2020, 2019, 2018, 2017, 2016 etc It would also be very useful to have these colourised by performance band. This could be 4 grades of green for quantile positive performance and 4 shades of orange/red for quantile negative performance. I personally use this kind of colour representation in my excel sheet for evaluating investments. It makes gauging their performance quite easy at a glance.

The spare change round up feature only allows for the account setup in "Funding Methods". It would be good if you can use other accounts also. My Funding account isn't one I use for my day to day spending, so there would be very limited round up.

Is it possible to receive a notification when a holding or a watchlist stock issues a ASX Announcement? Similar to what Commsec etc have in place.

"Would love to see the ability for API access to something like Nutworth"

Ability to sync/update Sharesight portfolio using holdings that were transferred to Pearler from another brokerage

When viewing the ‘all time’ net worth graph on the main page, it has $0 (or very close) as the starting point for me, then spikes after I transferred holdings over from another broker, which makes the graph less visually useful. It would be better if we could set the starting point at a point in time, e.g., once the holdings have landed and we can view growth from there. Starting at 0 (pre-holdings transfer for some) squashes the y-axis and you can't see the variations over time.