Feature Requests

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

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)

Holdings on the home page shouldn't get updated unless the order has been completed. I got confused when I was buying more of a share I already hold through a limit order and then I saw that that the home page showed the updated quantity even though the order was still pending. I got confused if somehow the limit order went through but didn't get updated in the transactions page.

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.

Similar to the recently added feature to deposit cash faster by sending payments to Pearler's PayID, I would like to request for an enhancement to allow the users to provide their personal PayIDs linked to their bank accounts for faster withdrawals as well. Currently the process of withdrawals from Pearler takes 2 business days, which is really slow in my honest opinion and it should be done instantaneously.

Sometimes there might be a need to have 2 target portfolios with 2 different auto-invest strategies, for example: In one portfolio, I can have certain thematic/satellite ETFs with auto-invest set to rebalance. In the second portfolio, I want to have core diversified (non-free) ETFs with auto-invest set to lowest share to reduce brokerage fees. This would ideally require 2 or more separate auto debit/invest with different cycles of their own that users can set and will provide a lot of flexibility to users in choosing different strategies, all in one account/dashboard plus easy visibility.

Preset stock price alerts that can be sent by email or app notifications to your phone

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!!

Ability to make say, a minimum purchase of $200, instead of $500 for ASX shares and ETF's

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.