About the Questions category
|
|
4
|
63
|
May 13, 2024
|
Buying assets doesn't change cash balance on account
|
|
3
|
30
|
March 4, 2025
|
Can I use the market price when importing transations?
|
|
1
|
8
|
March 4, 2025
|
Summary ammount and Portfolio aren't the same
|
|
5
|
27
|
March 3, 2025
|
Can I transfer money between two cash accounts?
|
|
1
|
21
|
February 20, 2025
|
How to request missing icons?
|
|
2
|
25
|
January 29, 2025
|
Moving accounts between projects
|
|
1
|
31
|
January 19, 2025
|
Tax presets - tax due period
|
|
7
|
26
|
January 17, 2025
|
Sorting assets without ones with 0 quantity
|
|
2
|
25
|
January 7, 2025
|
New Zealand FIF Tax
|
|
6
|
14
|
January 5, 2025
|
How do I change accounts
|
|
1
|
17
|
January 3, 2025
|
Balance update after dividend reinvesting
|
|
1
|
25
|
December 22, 2024
|
Currency Returns Separated
|
|
2
|
20
|
December 20, 2024
|
Portfolio chart and average share buy price
|
|
4
|
19
|
December 19, 2024
|
See stock price and the moments you bought the share?
|
|
1
|
13
|
December 14, 2024
|
Changing email address
|
|
1
|
19
|
December 5, 2024
|
Recording stock vesting
|
|
2
|
24
|
December 4, 2024
|
More benchmarks
|
|
4
|
13
|
December 2, 2024
|
How can I add advisor fees to an account
|
|
1
|
14
|
November 25, 2024
|
Wrong TWR and MWR for (most) benchmarks
|
|
5
|
27
|
November 19, 2024
|
Return on forex operations
|
|
4
|
8
|
November 19, 2024
|
Transaction fees
|
|
1
|
24
|
September 16, 2024
|
View of Realized Gains amount (net of tax impacts)
|
|
1
|
12
|
August 6, 2024
|
Interest Rate Benchmark
|
|
1
|
17
|
July 31, 2024
|
Bonds ETFs as Bonds asset type
|
|
1
|
26
|
July 28, 2024
|
Add local currency CLF
|
|
1
|
17
|
July 26, 2024
|
Portfolio export and import
|
|
4
|
25
|
July 25, 2024
|
How frequently the portfolio and its metrics are updated?
|
|
1
|
25
|
July 25, 2024
|
Is there a way to export the amounts of changes in the entire portfolio (Preferably daily)?
|
|
1
|
24
|
July 23, 2024
|
Annual return rate calculation
|
|
11
|
55
|
July 21, 2024
|