2022 New 212 Features

Suggested features or upgrades within existing services:

  • Access to more markets such as Canada, Poland, Portugal, Australia, Hong Kong, Japan, etc :slight_smile: . Including to ISA also :grinning_face_with_smiling_eyes: .

  • Also, the option to automate monthly investments via Direct Debit, standing order or as Dougal suggested in the past using transfers with a specific pie reference.

  • Adding a variety of return calculation options such as: money-weighted and time-weighted returns to then be able to compare with a relevant benchmark. Others such as the modified Dietz method could be considered as this provides an IRR.
    It would be great if we could then compare it to an accumulative global ETF following an index such as MSCI ACWI or FTSE All World.

  • Allow exporting to pdf proof of your current holdings for banks or companies offering shareholder perks as well as a pdf letter or pdf export indicating your transactions in a given tomeframe or selected transactions that can be provided to the “tax man” for those in countries that require it.

  • Enabling “privacy mode” on the phone app so that other people cannot see amounts invested, if you are in an unprivate place such as a bus or if you want to show someone your holdings but not the amount invested in each. I believe this already exists for the web version of T212, but I don’t think it is available yet on the Android version of the T212 app.

Other additions:

  • I imagine that SIPPs are likely to be a popular feature for UK investors.

  • Another interesting feature that is likely to be in demand could be offering access to buying and selling Options, at least on european and american exchanges, which I believe IBKR offers.

11 Likes

Click through into stock from a pie

Sort holdings by returns (% & £) or by size of holding

4 Likes

Yeah I like the notes thing. From a sharing pov it would be good to give your thesis

Some fantastic suggestions.

For me and my way of trading within my ISA account I like to set a number of limit orders on my favorite stocks so if they pullback I can top up.

If I had £5000 left in my free funds and I wanted to put limit orders on 6 companies for £1000 each, waiting for whichever ones triggered first to succeed - I would not be able to. I find this really annoying to manage and having funds blocked for pending limit orders is something I would like to see removed or revised. Having pending orders triggered in a “first come first served” basis until there are no funds left at which point no more purchases would be possible makes sense to me. This would really help my investment style!

Other than that, and making the slide bars a little easier to use on your windows version - I think the 212 team are doing a pretty good job. Happy holidays everyone and all the best for you in the markets in 2022 :champagne:

4 Likes

Got your back bro.

h͟o͟w͟ ͟m͟u͟c͟h͟ ͟t͟h͟e͟ ͟a͟u͟t͟o͟i͟n͟v͟e͟s͟t͟ ͟f͟r͟o͟m͟ ͟f͟r͟e͟e͟ ͟f͟u͟n͟d͟s͟ ͟i͟s͟ ͟n͟e͟e͟d͟e͟d͟.͟

7 Likes

To have correct comparisons, those and other index benchmarks should have the possibility to chose them in USD or EUR or GBP (as the majority of the investors’ portfolios are dominated in one of those currencies).

Other index benchmarks suggestions: MSCI World, S&P 500, Nasdaq, Russell 2000, STOXX 600.

1 Like

Stock Transfers to other Brokers.

14 Likes

This

Also,
being able to sell stocks from within pies by number of shares, not monetary value
having an auto balance button for when you remove stocks from a pie on the web interface like there is on the mobile app

3 Likes

Limit sell order for fractional shares.

8 Likes

I would really like the ability to see profit specific to timeframe. I.e. being able to see portfolio performance on daily compared to weekly and so on.

afaik you can only see a cumulative result regardless of timeframe.

8 Likes

Frankly I’d just like better communication on a road map, and especially on new accounts in the UK.

7 Likes

+1000 for click throughs on stocks in a Pie. Feels like a bug right now, not a feature request!

6 Likes

Information on the spread… maybe the average spread amount over a certain time. This would help with CFD trading and working out entry and stop loss.
Other than that, just general improvements to the system and indicators… Currently have to use 3rd party system for indicators. Would be nice to use a single system

2 Likes

Would love a roundup toggle when buying stock to fill out the rest of a fraction so that its whole especially when a stock split occurs.

Open banking API plugin would be great to export the data to things like EMMA or other finance app. Coinbase already has this built in.

3 Likes

I support it, it will be very useful for pies. And then 8 digits after the decimal point is too blurry, there must be a choice and this is unambiguous

Canadian Stocks would be great. :slight_smile:

5 Likes

Toronto stock exchange
Canadian venture exchange
Australian stock exchange

Voting at GMs

Allowing and facilitating access to priority offers/rights issue (I know they recently said they are doing that but actually they did not in multiple cases e.g. ALL → Ricca, Ombudsman will take care of this next time this happens, opportunity loss is no laughing matter)

Looking forward to the coming year :slight_smile:

6 Likes

A hard one due to IBKR’s isues: better execution on AIM listed stocks.

Another one… Trailing stop loss.

Voting at shareholder meetings and proof of ownership for shareholder perks is a good one also @JustLookingThx :slight_smile: .

6 Likes

Have an option to see upcoming dividends

2 Likes

Do you have an invest/ISA account or is this a CFD issue which i personally don’t understand enough to get involved?