2024 most wanted features

Best workaround is to swap the holding in the pie for a cash fund.

Yes that is what I do as well … but not ideal as the fund is not as liquid as cash, and the cash is locked inside the pie.

You might be able to do what OP wants, by going into the pie, removing the instrument you want to sell, click on the overall percentage for the pie (in web) and select “Proportionally redistribute to 100%” … but I would love to have the ability to hold cash into the pie.
Screenshot 2024-05-24 at 07.48.53

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Not sure if this has been mentioned on here but in pie’s there is overview, holdings, autoinvest and sharing tabs would be good to be able to incorporate history of the pie such as dividends earned, info on reinvestment transactions rather than having to go into individual stock history

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For me it’s AutoInvest with self-balancing as distribution mode. :crossed_fingers:
Then my savings are fully automated.

This feature would be followed by pies within pies in my rank.

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Can we get Canada’s TSXV Venture Exchange ?

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Using the full screen on desktop would be great.

And being able to see pending orders in one click.

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I think there are a few things, some basic others more complex;

  1. fixed term deposits and dual currency deposits
  2. more exchanges, this is really what sets apart T212 from others that offer only US fractions
  3. government and corporate bonds on top of the etf for bonds
  4. options but only small number to avoid issues and speculations.

really looking forward to seeing more things and increasing my portfolio.

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OK, I don’t know if this is new? but the home page has an advanced screen, which is absolutely great, and full screen.

Also it does have 1 click pending orders! :+1:

Uploaded pictures in the forum can’t be made bigger. Please change the option in the software.

Hi

Any chance you could add a setting to enlarge the text within your app, especially to control text size within the “social” section

It’s too small for me to read without my glasses :nerd_face:

Thanks

Adding filters when searching for stocks and ETFs would be helpful, say you could filter for companies with a P/E ratio of 20 and less or when searching ETFs could filter for distribution/accumulation depending on what you need.

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For stuff like this, imo you’re better off using a dedicated scanning tool, something like TradingViews scanner, or FinViz.
At least this way you can see assets that might not be in T212 and you could request it be added.

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yess nEEd Screeners plz.

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Being able to sort investments by current return. At the moment there isn’t any sort of sorting feature at all.

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@KrisG When are the sound and message window notifications for Buy and Sell completions going to be implemented. It has been a few months since the new app has gone live.

This is not a new feature, it existed in the legacy app.

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As long as the tab for our app is open, you should receive pop-up notifications while in the new web app.

On a side note, we don’t have plans to add sound notifications. If that changes, though, I’ll let you know.

Any news on trading options? or any timetable/roadmap for future?

kind regards,
zizka

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Hey, @zizka :wave:

There’s no news for the time being, as our focus lately has been on launching the 212 card in Europe and introducing SIPP accounts. We’ll let you know as soon as we have any updates about Options :pray:

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I’d like the portfolio line graph to only show whether the value of my stocks/ETFs have gone up or down, not whether I’ve added money or withdrawn it.

I’m investing regular amounts on a weekly/monthly basis and the overall graph becomes useless due to regular deposits. I know I can go in and see each individual stock/ETF’s evolution, but I’m interested in seeing the WTR for my portfolio.

Being able to change from actual value to percentage would be more an additional plus.

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It shows you both the current value and current invested capital. Looks like they’re both really similar amounts so you can’t see both lines.

Hi @Dougal1984 , I’m not sure to understand your reply. My point is that I want to see the return of my portfolio, excluding deposits and withdrawals. How it is now, I only see the total value, which you correctly point out, but I don’t see very well the return.

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