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About the Reports category
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0
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35
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October 24, 2024
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Feature suggestion: “Use instrument currency” in the “Securities” tab
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0
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29
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October 6, 2025
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Faulty Market Value Calculation for diferent currencies
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2
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66
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October 3, 2025
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Benchmark comparisons beyond first transaction
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2
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77
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September 23, 2025
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Performance des positions en monnaie
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8
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165
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September 20, 2025
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Using Monthly Data for Portfolio Analysis
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3
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67
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September 17, 2025
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How deactivate a filter
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1
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39
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August 26, 2025
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Widget: Actual vs. Target Allocation
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4
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121
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August 19, 2025
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Same stocks, more markets
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0
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60
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August 15, 2025
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Change on Previous Day (Amount / %) seems incorrect for mutual funds on Mondays
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4
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163
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August 14, 2025
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Performance chart view option to toggle between annualized to/from cumulative return
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1
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96
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August 3, 2025
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[SOLVED] Statement of assets empty
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18
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248
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July 11, 2025
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Calculation is missing some securities?
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6
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128
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July 10, 2025
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Sums don't add up correctly
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2
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70
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July 3, 2025
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[SOLVED] Performance Calculation seems to ignore date range?
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3
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74
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July 3, 2025
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Ability to select multiple securities and have them display in one chart
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10
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252
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June 23, 2025
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Show dividend reinvestment as income
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5
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917
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June 20, 2025
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Different book price in security performance
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3
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60
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May 30, 2025
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Dashboard (key/risk indicators) does not allow to select multiple accounts
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13
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300
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May 23, 2025
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Securities account in account groups
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3
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60
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May 22, 2025
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Charts are not refreshing
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4
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126
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May 21, 2025
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Error in "Trades" view after adding column "Profit/Loss (MA)" and "Entry Value (MA)"
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6
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103
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May 18, 2025
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Export closed transactions
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7
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109
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May 17, 2025
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Performance by Taxonomy
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4
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711
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May 16, 2025
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Combining two taxonomies in one plot
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1
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133
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April 24, 2025
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From profit to loss depending on the chosen currency
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2
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58
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April 18, 2025
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Logarithmic performance charts?
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4
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173
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April 16, 2025
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Closed trade: wrong profit/loss
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6
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84
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April 15, 2025
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Double taxonomy filter
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0
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44
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April 12, 2025
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Why does the FIFO purchase price decrease when performing a sell?
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2
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75
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April 11, 2025
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