Feature Requests

I understand this platform is designed for the long term investor however it would be great to have the option to Stop Loss. Been thinking how it took the Nasdaq took 15 year to reach another high after the tech bubble burst in 2000, would be nice to get out a bit early and have cash to invest later.

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.

I've just gone into the Automate -> Round up -> More section and was frustrated to see whole dollars being added as "spare change". For instance, if I spent $10 on something, I don't want Pearler to pull a $1 out of my transaction. Technically I don't see this as "spare change". It would be good for us to be able to classify what's "spare change". Personally I only want less than 80 cents per transaction to be auto invested. I know there's a way to manually go in and select or deselect what transaction will be considered to round up, but I don't really want to go in and manually do all of that work, sounds like a chore I'd rather the app take care of for me. Kind of defuses the purpose of calling it "Auto-invest" if it requires user's manual intervention.

Guidance on rebalancing portfolio to match target portfolio when making a manual investment (I.e how much I need to "top up" an etf to meet my targets)

When viewing the Transactions Reports page, could you please consider adding an option to download as CSV, so that the reports can be opened in a Spreadsheet tool. Even better if the default column layout is in Navexa or ShareSight format so they can be imported directly to the platforms. At the moment, the only option is to download as a PDF.

I just transferred from CommSec. on their commsec app, they have tool to check how much you earned or lost per day. It also gives you real time updates and also calculates total profit and loss on the stock you hold. Added an image from the app. I had shares listed there until yesterday. If I was making money it would show me in green with percentage and if not, It's red... I wonder if this can be implemented. Thanks

Allow dividend reinvesting for US stocks

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

One downside of the target portfolio tool is that it assumes all investments are held with Pearler and therefore requires the balances to add up to 100%. It would be fantastic if the tool allowed you to add an "External" target or multiple external targets that reflects the percentage of your portfolio not held with Pearler.

The ability to modify a Buy/Sell Shares' order rather than cancelling it and placing a new order. I called customer service and they advise me that Pearler doesn't have that option YET!!