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Import stuck at "calculating"
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2
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24
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January 21, 2025
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Allow to enter just the transaction value for Buy/Sell and calculate Quantity based on market price
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5
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17
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June 29, 2025
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Prices not updated
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1
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27
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March 3, 2025
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Numbers are not fully visible in Import Transactions from Interactive Brokers modal window
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0
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7
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November 26, 2024
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Transactions imports from clipboard fails
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4
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15
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August 1, 2024
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Copy any data to clipboard by just clicking it
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2
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22
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April 19, 2025
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Currency Returns Separated
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2
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22
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December 20, 2024
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Allow reordering Filters and Charts
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1
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17
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February 18, 2025
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CSV import od Cash Operations - XTB
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1
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24
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February 7, 2025
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Is there a way to export the amounts of changes in the entire portfolio (Preferably daily)?
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1
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26
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July 23, 2024
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Error on mobile after adopting new version
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5
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15
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June 3, 2025
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Transaction filtering issue
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6
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15
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October 12, 2024
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I couldn't load data using this preset
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4
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19
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June 5, 2025
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Balance update after dividend reinvesting
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1
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28
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December 22, 2024
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Transaction fees
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1
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26
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September 16, 2024
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Incorrect returns
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4
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19
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July 3, 2025
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How frequently the portfolio and its metrics are updated?
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1
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26
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July 25, 2024
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Show original currencies in portfolio/positions
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1
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27
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July 8, 2024
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Missing early access features in desktop
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2
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24
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July 24, 2024
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Position active/inactive filter
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4
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18
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October 12, 2024
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Rate of return compared to X | differences PC vs iPhone?
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1
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23
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February 2, 2025
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Interest Rate Benchmark
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1
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24
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July 31, 2024
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Default view in assets
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1
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20
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July 10, 2024
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Can I use the market price when importing transations?
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3
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18
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June 18, 2025
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Historical market price not updating when switching symbols
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1
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14
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July 3, 2025
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How to best track P2P Loans
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1
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29
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March 22, 2025
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Changing email address
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1
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21
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December 5, 2024
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Support a separate Tax Withheld transaction
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1
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25
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July 8, 2024
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Confirmation Deleting asset
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1
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21
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August 8, 2024
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Transfer out doesn't close positions
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1
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20
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August 4, 2024
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Support WSE exchange-listed bonds (GPW Catalyst)
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1
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12
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December 4, 2024
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Interest/dividend reinvestment option not visible
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2
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15
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September 7, 2024
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Custom import template - dealing with JSON complex objects
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1
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18
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May 19, 2025
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Support / feature questions?
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3
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18
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June 18, 2025
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Hide return groups/threshold amount when "Hide my numbers" is turned on
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4
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14
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December 9, 2024
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Import cannot recognize fixed income transactions from Fidelity
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4
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14
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November 12, 2024
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Tag override at transaction level
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5
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16
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August 1, 2024
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How can I change the min on a chart?
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1
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18
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July 18, 2024
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Add income to the asset value and quantity
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1
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18
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July 13, 2024
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Add simple trend line to charts
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0
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22
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April 26, 2025
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Error while adding transactions
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2
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15
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June 21, 2025
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Incorrect tax currency rate date if offset to a non-working day
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2
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17
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January 9, 2025
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How do I change accounts
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1
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17
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January 3, 2025
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WisdomTree Physical Bitcoin available in EUR but not in USD
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2
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13
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June 23, 2025
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How do I mark a short sale as verified?
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1
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15
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May 19, 2025
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Image in the Notes field of a transaction
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1
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15
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January 12, 2025
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See stock price and the moments you bought the share?
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1
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14
|
December 14, 2024
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How can I add advisor fees to an account
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1
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14
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November 25, 2024
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Add local currency CLF
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1
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17
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July 26, 2024
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Deleting a tax preset assigned to accounts delete those accounts
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3
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9
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December 2, 2024
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