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About the Proposals category
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|
0
|
125
|
May 6, 2024
|
|
Comparing market value to cash transferred in
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|
1
|
108
|
October 28, 2026
|
|
Manual operations
|
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0
|
17
|
September 29, 2026
|
|
TWR/MWR of the project as a separate column
|
|
4
|
114
|
August 11, 2026
|
|
Bulk edit of transaction Quantity / Price / Value - with formula and market-price support
|
|
1
|
56
|
July 31, 2026
|
|
TER/OCF per-holding input with sort/rank by annual fee
|
|
1
|
68
|
May 5, 2026
|
|
Use Benchmark on another portfolio
|
|
0
|
64
|
April 21, 2026
|
|
Real estate - lack of estimated upcoming recurring expenses
|
|
1
|
117
|
February 19, 2026
|
|
Multiple Tax Presets on Single Account
|
|
5
|
172
|
January 9, 2026
|
|
Average conversion rate
|
|
0
|
86
|
January 6, 2026
|
|
Tracking performance of investments sold
|
|
1
|
150
|
December 4, 2025
|
|
Showing some symbol on the chart about the maturity of Treasury bonds
|
|
0
|
90
|
August 10, 2025
|
|
Additional information in transactions
|
|
4
|
129
|
August 4, 2025
|
|
Possibility to define custom KPI metrics in summary view
|
|
4
|
165
|
August 4, 2025
|
|
Option to open an external link for a market symbol
|
|
3
|
147
|
July 16, 2025
|
|
Attach documents and images to assets, accounts and transactions
|
|
0
|
64
|
July 2, 2025
|
|
Feature Request: Price Mismatch Detection for Better Data Accuracy
|
|
2
|
170
|
July 1, 2025
|
|
Allow to enter just the transaction value for Buy/Sell and calculate Quantity based on market price
|
|
5
|
180
|
June 29, 2025
|
|
Getting Asset Avg. Open Price which includes Fees/Taxes calculation
|
|
1
|
120
|
June 13, 2025
|
|
Allocation and rebalancing info
|
|
4
|
154
|
June 5, 2025
|
|
Values on the Y-axis
|
|
2
|
103
|
May 10, 2025
|
|
Copy any data to clipboard by just clicking it
|
|
2
|
162
|
April 19, 2025
|
|
Use Capitally via CLI
|
|
3
|
207
|
March 9, 2025
|
|
Make pricing data available during import
|
|
0
|
75
|
March 6, 2025
|
|
Allow reordering Filters and Charts
|
|
1
|
75
|
February 18, 2025
|
|
Showing 2nd currency.
|
|
2
|
106
|
January 5, 2025
|
|
Marking account as closed
|
|
0
|
35
|
December 19, 2024
|
|
About opportunity costs
|
|
5
|
189
|
December 18, 2024
|
|
Support WSE exchange-listed bonds (GPW Catalyst)
|
|
1
|
129
|
December 4, 2024
|
|
Account successor - automatically transfer the portfolio to a relative if something happens to me
|
|
0
|
91
|
November 18, 2024
|