2024 most wanted features

+Poland.

Also I would be ecstatic to see Baltic exchange stocks added. There are interesting companies, most of them with respectable dividend yields. One of the T212 emerging competitors already have those:

This would also be a serious pull for region’s investors in favor of T212, as the local banks lack any attractive infrastructure.

5 Likes

→ Morningstar Integration for better user experience as Customers could choose the type of financial instrument: Stocks, ETFs/ETPs, Investment Trusts, Investment Funds, Pension Funds, etc:

→ It could contribute to add also Portfolio Management tools in web/mobile platforms, by type of financial instrument, asset classes, categories/sectors, currency, etc. With graphics and numerical representations

→ Adding a PDF report export for the portfolio, showing the above metrics, and financial metrics (in various time periods: returns, standard deviations, sharpe ratios, sortino rations, etc.)

→ Export to an Excel file for the all or selected financial instruments searched in T212 platform.

→ Cash pies, to separate the uninvested cash (cash for investing; cash for interest; cash for card payments).

4 Likes

Or a special instrument ā€œCashā€ that can be added in a regular pie.

4 Likes

link accounts with other members.

i presently manage my two adult childrens S&S ISA, we all have accounts with fidelity, when i log into my account i can also see theirs, they however can not see mine.

all three accounts have 2 step log in so i can only see but not alter unless they are with me.

permission needs to be granted in both accounts clearly, if you are managing an ISA for a family member, this is extremely useful.

3 Likes

Please add Toronto Venture Exchange (TSXV).

3 Likes

Adding to the more exchanges point: Denmark!

2 Likes

And Sweden! (20 characters)

3 Likes

Fast account switching would be great - I manage investments for my wife, so it’d be great to switch quickly between my account, and my wife’s without logging out and logging in.

As a temporary solution, have you considered using a separate browser profile for your wife? You can do this in Edge and Chrome, and you won’t need to keep logging in and out. Instead, you can just switch browser windows.

4 Likes

I just lost money from selling a ETF because I didn’t know what the spread was. I did several test trades—buy and sell—and nowhere could I find the spread in advance. I had no way to know how much money I would actually receive after the sale. Nothing in the platform helps with this. I am completely blind here. You are forced to sell completely blindly without knowing the spread.

If the spread, bid price, and ask price are not brought back, I will withdraw all my money from this platform. I would have to be insane to trade without knowing the spread. I am a high-risk trader and I specifically buy low-liquidity assets that naturally have a high spread. Many people will leave if you do not bring back the ability to see the bid and ask prices. Bring back the spread, bid and ask price.

1 Like

They won’t and you shouldn’t make claims on others behalf. If the platform doesn’t meet your needs you should leave. It’s like going to Asda and whinging that they don’t accept Egyptian Pounds.

1 Like