I am moving from investengine after the sipp release. It would be great if there was a home page or summary page that gives me all my accounts and balances and returns together so i can see my total ‘net worth’
Example
Total : £50,000 +25%
SIPP £35,000 +15%
S&S ISA: £10,000 +6%
Cash ISA £5,000 +3%
It’s almost there already.
Click on the title at the top left of the screen (SIIPP or STOCKS ISA …etc) and you get a screen showing:
NET WORTH
and boxes showing the value each element
SIPP. STOCKS USA
INVEST. CASH ISA
CFD
Click on any box to see individual gain/loss
+1 to this! Having a single dashboard view for total portfolio value across all accounts is a huge miss right now. It’s so annoying having to manually add up your SIPP, ISA, and cash balances on a calculator just to see your actual net worth and overall percentage return. It would also be great to track short-term liquid funds better. For instance, when I withdraw winnings from https://ictir2016.org/ fast payout casinos, having those quick cash infusions automatically reflected alongside long-term investments would give a much clearer, real-time picture of total available capital.
Read the message above.
Total portfolio value IS shown
I do see this but it’s quite as clean as a dedicated home / summary page. Also you don’t get the breakdown of gains per account so it’s sort of half way there
i think when opening the app id like to land on the summary page then I can tap the account and go to that one but gives me that quick insight at first
I asked for this exact thing 6 years ago. See post below.
You never know, enough upvotes and likes here could get added seems a simple addition