Features Request

Ideas šŸ’”
1

As a user for a month, these would be great additions

  1. When I add to watchlist, it would be great if I could see the gain/loss since I added it to my watchlist. I.e. if I added it 2 1/2 months ago, what is the gain/loss since then.

  2. Download a statement. It doesnā€™t have to be a legal document, but something which shows me in an A4 PDF what Iā€™m holding and the value at that statement issue date.

  3. See the performance of a stock ALSO at 6m, 2y, 5y and ā€œsince I investedā€.

  4. On the portfolio screen, I have lots of money not invested (e.g. realised gains, money yet to invest) it would be nice if this money was NOT included in the total shown - or at least the ability to toggle it

  5. Making the text larger/smaller would be useful

  6. On ā€˜Insightsā€™, being able to drill down and see what percentage of each holding makes up my stock portfolio. I currently hold ~10 different investments, for each investment, I hold a variable number of shares ranging from just one share to a couple of dozen. Being able to see %wize what Iā€™m invested in would be useful. Ideally, I would touch the pink stock portion of the breakdown onion ring and have that expand to show me where Iā€™m invested

  7. The ability to sort my investments. E.g. by value or alphabetically or todayā€™s gain/loss etc.

  8. The ability to buy either by inputting the value in Ā£/$ (e.g. Ā£2000) OR by entering how many shares I want to buy (e.g. 50). Iā€™m amazed this isnā€™t already here tbh.

Thanks
DA

2

Some good ideas, and some already in place and voted on but more importantly you have created a vote for a collection of your ideas, all or nothing vote, so hard to vote for :stuck_out_tongue_winking_eye:

Either put them into individual votes or add to other existing votes is the only way you will help to realise any of these ideas :+1:

Edit - Oh and welcome :+1: the search function is really handy to find these votes but most ideas are already out there but obviously DO add any you think of!

1 Like
3

Number 4. Indeed, it would be nice to have portfolio representing actual money invested, rather than including cash as well.