Display cash in Portfolio view

I am new to the platform and find it quite frustrating that the portfolio view doesn’t show how much cash I have on account. I would expect to see a list of stocks I own, followed by the cash balance and a grand total. Can this be added?

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This feature was recently introduced but seems to have become hidden in the app’s ISA account Portfolio view. The cash displays perfectly in the Invest account but suddenly disappeared in the ISA account portfolio view. One now needs to click through to see the cash amount. It’s somewhat annoying as everytime you want to see the amount of cash available it’s hidden behind another level. This should be changed to display correctly.

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@BInvestHQ. I’ve just messaged you. Please check your inbox.

Hi @Bogi.H,

I have a similar question about cash positions over at this other thread I messaged you on (sorry to bug you here. The squeaky wheel etc :grinning_face:).

Cheers.

CT

I’m about to answer there. Your post didn’t go unnoticed :ok_hand:

Thanks Bogi. As ever, brilliant work!

I wondered if I was approaching the top of your (I assume enormous) list. Sorry again to bug you. Regards. CT

It used to display the cash amount but now you have to click on the cash tab on portfolio page which is just annoying on the mobile app.

What you mention is not intentional, and we’re already rolling out a fix. The fix should reach 100% of our mobile app clients within the next few days.

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Would it be possible to see my total net worth for all accounts on each account page and also in the drop down tab to choose another account , this would be very helpful.

The user interface is now useless, for some unknown reason the developers want every single piece of information all squashed into one screen where it Is impossible to see what is going on.

Lots of people complain, yet it still gets worse.

The available cash in the ISA is now two clicks. To see how my portfolio is really performing, it is three clicks.

It really is headache every time I open the app.

Aye, but you try and find divi info, like do they pay Quarterly, and when, and it is not there!

Is it possible to add cash position to the “asset allocation > More details” view?

Therefore it displays cash as a percentage of portfolio holding…i.e. my holding currently shows me as 90% an ETF and 10% across 2 stocks but these peecentages are less accounting for my cash position.

We received such a suggestion in the main topic - Asset allocation update - now a Treemap , but there aren’t any updates about implementing cash information as of the moment.

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