|
Option to mask amounts for screen sharing
|
|
1
|
75
|
December 20, 2024
|
|
Compare months over years on a chart
|
|
0
|
63
|
August 22, 2024
|
|
Send price alerts whenever asset's price crosses a certain threshold
|
|
0
|
108
|
June 3, 2024
|
|
Official support for formulas
|
|
0
|
126
|
May 9, 2024
|
|
Tracking performance of investments sold
|
|
1
|
88
|
December 4, 2025
|
|
Translate app into other languages
|
|
5
|
191
|
October 5, 2025
|
|
Chart date annotations
|
|
0
|
70
|
June 8, 2024
|
|
Position active/inactive filter
|
|
5
|
98
|
August 6, 2025
|
|
Allocation and rebalancing info
|
|
4
|
94
|
June 5, 2025
|
|
Add optional notes to bookmarks, filters and charts
|
|
1
|
51
|
February 18, 2025
|
|
Original currency displayed everywhere
|
|
4
|
86
|
October 12, 2024
|
|
Show original currencies in portfolio/positions
|
|
1
|
64
|
July 8, 2024
|
|
Global object search
|
|
0
|
76
|
May 9, 2024
|
|
Support for other cost-basis election methods (ACB, LIFO, HICO)
|
|
4
|
115
|
December 24, 2025
|
|
Desktop Mode Request
|
|
4
|
110
|
October 19, 2025
|
|
Manual bond prices
|
|
2
|
77
|
October 9, 2025
|
|
Comparing market value to cash transferred in
|
|
0
|
60
|
September 27, 2025
|
|
Image in the Notes field of a transaction
|
|
1
|
54
|
January 12, 2025
|
|
Support WSE exchange-listed bonds (GPW Catalyst)
|
|
1
|
54
|
December 4, 2024
|
|
Improved Import Templates
|
|
2
|
260
|
November 18, 2024
|
|
Account successor - automatically transfer the portfolio to a relative if something happens to me
|
|
0
|
58
|
November 18, 2024
|
|
Colored push and pull chart arrows
|
|
4
|
89
|
October 12, 2024
|
|
Improved display for Allocation/Region/Sector/Region sector column
|
|
0
|
42
|
October 12, 2024
|
|
Horizontal scroll and column delimiter for table with many columns
|
|
0
|
41
|
October 12, 2024
|
|
View asset's market data and assets that are not part of portfolio
|
|
0
|
28
|
August 4, 2024
|
|
Totals for groups of rows in a table
|
|
2
|
90
|
June 9, 2024
|
|
TER/OCF per-holding input with sort/rank by annual fee
|
|
1
|
18
|
May 5, 2026
|
|
Use Benchmark on another portfolio
|
|
0
|
16
|
April 21, 2026
|
|
Real estate - lack of estimated upcoming recurring expenses
|
|
1
|
36
|
February 19, 2026
|
|
Multiple Tax Presets on Single Account
|
|
5
|
86
|
January 9, 2026
|