Hello everyone,
I’m kinda shocked that there’s no option to check for yearly/quarterly changes and T212 shows only the total change for the whole portfolio.
It’s quite vital to have the ability to see how e.g. 2021 has faired, but sadly there’s no option to do so.
I’d love to see that option being added for stocks, whole portfolio and pies.
Best,
Matt
3 Likes
See here. One new feature is “different means of calculating return” which should be what you are after.
We always appreciate your feedback. Most of the suggestions are already being evaluated. I’ll share some info for the sake of transparency but note that we cannot commit to an ETA.
Here are just some of the visible features that we are working on:
In-specie transfers;
Country-specific tax reporting improvements;
More ETFs - we’ll significantly expand our instrument universe;
Markets: Japan and Poland
Crypto CFDs & ETPs for EU residents;
Pies - the ability to auto-invest free funds;
Portfolio …
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Thanks! Marking your reply as the solution!
Yes, Yes, Yes. Sad to see this feature is missing. It’s a very basic one. I also need it so badly. Plus comparing our portfolio to different benchmarks also.
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Definitely there should be more options regarding pies!