+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.
→ 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).
Or a special instrument “Cash” that can be added in a regular pie.
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.
Please add Toronto Venture Exchange (TSXV).
Adding to the more exchanges point: Denmark!
And Sweden! (20 characters)
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.
