|
Seeing performance for individual accounts
|
|
6
|
859
|
October 28, 2024
|
|
Error in displaying pie chart for negative values
|
|
1
|
70
|
October 27, 2024
|
|
Performance Chart displaying incorrect overlay and line style
|
|
0
|
70
|
October 26, 2024
|
|
Wrong currency conversion on Statement of Assets view
|
|
3
|
103
|
October 18, 2024
|
|
Plot stacked charts in Statements -> Asset Balance -> Charts
|
|
0
|
61
|
October 12, 2024
|
|
Show assets report grouped by any of the existing filters, not just taxonomies
|
|
0
|
45
|
October 12, 2024
|
|
Capital gain calculation for accumulation funds
|
|
4
|
395
|
May 30, 2024
|
|
Moving Average (MA) instead of First In First Out (FIFO)
|
|
4
|
1089
|
September 14, 2024
|
|
No Forex purchase price in Securities page
|
|
6
|
364
|
September 13, 2024
|
|
Capital gains in % from stocks in different securities accounts
|
|
4
|
107
|
September 5, 2024
|
|
Where to find heatmap widget?
|
|
2
|
178
|
August 26, 2024
|
|
Currency conversion cost management
|
|
0
|
64
|
August 8, 2024
|
|
Doughnut graph of holdings shows more than 100 percent
|
|
3
|
104
|
July 30, 2024
|
|
Faulty geometric mean in Yearly Returns Heat Map
|
|
9
|
223
|
July 29, 2024
|
|
Custom starting date in benchmark chart
|
|
5
|
70
|
July 15, 2024
|
|
Stacked statement of assets chart
|
|
2
|
84
|
July 7, 2024
|
|
Incorrect total invested value in Securities section
|
|
3
|
80
|
July 3, 2024
|
|
Configure risk free return for Sharpe Ratio
|
|
3
|
256
|
June 21, 2024
|
|
Previous trading day vs last 1 trading day
|
|
2
|
110
|
June 19, 2024
|
|
Incorrect figures (price, TTWROR, …) for some stocks in mobile app
|
|
5
|
127
|
June 19, 2024
|
|
The Length and Amount of Investments (Tax purposes)
|
|
0
|
73
|
June 17, 2024
|
|
Filter out years/months with 0 in payments section
|
|
0
|
100
|
June 5, 2024
|
|
Only able to produce report charts on current holdings
|
|
2
|
129
|
June 2, 2024
|
|
Same color of data series on different reports
|
|
2
|
142
|
May 26, 2024
|
|
Widgets with different performance charts
|
|
2
|
222
|
May 21, 2024
|
|
Understanding realized capital gains section
|
|
4
|
223
|
May 12, 2024
|
|
Daily PnL & Total PnL for each transaction lot
|
|
4
|
145
|
May 7, 2024
|
|
IRR of benchmark is always calculated as 0
|
|
9
|
248
|
May 3, 2024
|
|
Taxonomy asset class and allocation: Y axis more than 100% (leverage)
|
|
0
|
144
|
April 21, 2024
|
|
Transaction in graph 100× larger than amounts entered
|
|
2
|
133
|
April 19, 2024
|