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Option to mask amounts for screen sharing
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1
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76
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December 20, 2024
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Compare months over years on a chart
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0
|
74
|
August 22, 2024
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Send price alerts whenever asset's price crosses a certain threshold
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0
|
117
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June 3, 2024
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Official support for formulas
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0
|
134
|
May 9, 2024
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Tracking performance of investments sold
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1
|
111
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December 4, 2025
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Translate app into other languages
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5
|
201
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October 5, 2025
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Chart date annotations
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0
|
73
|
June 8, 2024
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Position active/inactive filter
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|
5
|
137
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August 6, 2025
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Allocation and rebalancing info
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|
4
|
113
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June 5, 2025
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Add optional notes to bookmarks, filters and charts
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1
|
63
|
February 18, 2025
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Original currency displayed everywhere
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4
|
114
|
October 12, 2024
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Show original currencies in portfolio/positions
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1
|
78
|
July 8, 2024
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Global object search
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0
|
77
|
May 9, 2024
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Support for other cost-basis election methods (ACB, LIFO, HICO)
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|
4
|
160
|
December 24, 2025
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Desktop Mode Request
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4
|
145
|
October 19, 2025
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Manual bond prices
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2
|
100
|
October 9, 2025
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Comparing market value to cash transferred in
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0
|
70
|
September 27, 2025
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Image in the Notes field of a transaction
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1
|
66
|
January 12, 2025
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Support WSE exchange-listed bonds (GPW Catalyst)
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1
|
84
|
December 4, 2024
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Improved Import Templates
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2
|
281
|
November 18, 2024
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Account successor - automatically transfer the portfolio to a relative if something happens to me
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0
|
69
|
November 18, 2024
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Colored push and pull chart arrows
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4
|
134
|
October 12, 2024
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Improved display for Allocation/Region/Sector/Region sector column
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0
|
50
|
October 12, 2024
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Horizontal scroll and column delimiter for table with many columns
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0
|
50
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October 12, 2024
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View asset's market data and assets that are not part of portfolio
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0
|
42
|
August 4, 2024
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Totals for groups of rows in a table
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|
2
|
100
|
June 9, 2024
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Bulk edit of transaction Quantity / Price / Value - with formula and market-price support
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1
|
13
|
July 31, 2026
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TER/OCF per-holding input with sort/rank by annual fee
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|
1
|
34
|
May 5, 2026
|
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Use Benchmark on another portfolio
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0
|
39
|
April 21, 2026
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Real estate - lack of estimated upcoming recurring expenses
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1
|
69
|
February 19, 2026
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