I think it would be a good idea to have a home screen for all 212 accounts with the balance of each account on it.
Something I also do on a weekly/Monthly basis (If I can be bothered) is to go through each account and tally up my total gain from each account.
For example… On my S&S ISA I would add up.
Interest, referral bonus, current profit off holdings, P&L, Dividends and Cashback to get a real terms where I’m at with each account.
To have a home screen with…
Invest Total account Total Gains
Cash ISA Total account Total Gains
S&S ISA Total account Total Gains
CFD Total account Total Gains
With the option of jumping into each account from there, would save me a lot of spade work.
Thank you for taking the time to suggest an improvement. I’ll forward your feedback to the team, and we’ll see if we can introduce something similar with a future update
I think this is (roughly) the idea many of us want:
Why not make the home screen show the total of all accounts in the exact same way it shows, for example, the “Invest” Account with total accounts value at the top (pie of accounts and cash/invested in those accounts on click same as if it were on a single account). Why not have “portfolio: sum”, “invested: sum”, and “return: sum” with a similar chart showing the total of all accounts? Why not have a drop-down menu of all investments, with each account having its drop-down below this? Allows closing/opening on one page. The drop-down also shows the individual account stats, and/or clicking on the home pie shows the stats of each. e.g. if 30% of the total value of all accounts is in the ISA, clicking on the ISA pie from the top drop-down (where the total value is shown as a single number) will show the ISA stats like mentioned above.
I think you understand what I’m getting at — basically very similar to the home page of one account but shows the chart and figures for ALL accounts summed.
