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Moving accounts between projects
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1
|
47
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January 19, 2025
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Tax presets - tax due period
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|
7
|
42
|
January 17, 2025
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Sorting assets without ones with 0 quantity
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2
|
45
|
January 7, 2025
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New Zealand FIF Tax
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6
|
82
|
January 5, 2025
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How do I change accounts
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1
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20
|
January 3, 2025
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Balance update after dividend reinvesting
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1
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32
|
December 22, 2024
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Currency Returns Separated
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2
|
38
|
December 20, 2024
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Portfolio chart and average share buy price
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4
|
32
|
December 19, 2024
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See stock price and the moments you bought the share?
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1
|
18
|
December 14, 2024
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Changing email address
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1
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22
|
December 5, 2024
|
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Recording stock vesting
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2
|
29
|
December 4, 2024
|
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More benchmarks
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4
|
18
|
December 2, 2024
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How can I add advisor fees to an account
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1
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18
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November 25, 2024
|
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Wrong TWR and MWR for (most) benchmarks
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5
|
32
|
November 19, 2024
|
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Return on forex operations
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4
|
12
|
November 19, 2024
|
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Transaction fees
|
|
1
|
28
|
September 16, 2024
|
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View of Realized Gains amount (net of tax impacts)
|
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1
|
15
|
August 6, 2024
|
|
Interest Rate Benchmark
|
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1
|
27
|
July 31, 2024
|
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Bonds ETFs as Bonds asset type
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1
|
32
|
July 28, 2024
|
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Add local currency CLF
|
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1
|
17
|
July 26, 2024
|
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Portfolio export and import
|
|
4
|
28
|
July 25, 2024
|
|
How frequently the portfolio and its metrics are updated?
|
|
1
|
29
|
July 25, 2024
|
|
Is there a way to export the amounts of changes in the entire portfolio (Preferably daily)?
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1
|
26
|
July 23, 2024
|
|
Annual return rate calculation
|
|
11
|
71
|
July 21, 2024
|
|
How can I change the min on a chart?
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1
|
20
|
July 18, 2024
|
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How to handle currency exchange transactions?
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|
1
|
38
|
July 14, 2024
|
|
Stock split transaction?
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|
4
|
49
|
July 13, 2024
|
|
Support a separate Tax Withheld transaction
|
|
1
|
28
|
July 8, 2024
|
|
Positions: edit fields in mobile
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|
1
|
10
|
July 7, 2024
|
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Assets: different views depending on paths
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|
2
|
19
|
July 4, 2024
|