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No Forex purchase price in Securities page
|
|
6
|
391
|
September 13, 2024
|
|
Capital gains in % from stocks in different securities accounts
|
|
4
|
133
|
September 5, 2024
|
|
Where to find heatmap widget?
|
|
2
|
226
|
August 26, 2024
|
|
Currency conversion cost management
|
|
0
|
76
|
August 8, 2024
|
|
Doughnut graph of holdings shows more than 100 percent
|
|
3
|
137
|
July 30, 2024
|
|
Faulty geometric mean in Yearly Returns Heat Map
|
|
9
|
246
|
July 29, 2024
|
|
Custom starting date in benchmark chart
|
|
5
|
99
|
July 15, 2024
|
|
Stacked statement of assets chart
|
|
2
|
102
|
July 7, 2024
|
|
Incorrect total invested value in Securities section
|
|
3
|
87
|
July 3, 2024
|
|
Configure risk free return for Sharpe Ratio
|
|
3
|
374
|
June 21, 2024
|
|
Incorrect figures (price, TTWROR, …) for some stocks in mobile app
|
|
5
|
159
|
June 19, 2024
|
|
The Length and Amount of Investments (Tax purposes)
|
|
0
|
84
|
June 17, 2024
|
|
Filter out years/months with 0 in payments section
|
|
0
|
103
|
June 5, 2024
|
|
Only able to produce report charts on current holdings
|
|
2
|
139
|
June 2, 2024
|
|
Same color of data series on different reports
|
|
2
|
161
|
May 26, 2024
|
|
Widgets with different performance charts
|
|
2
|
284
|
May 21, 2024
|
|
Understanding realized capital gains section
|
|
4
|
299
|
May 12, 2024
|
|
Daily PnL & Total PnL for each transaction lot
|
|
3
|
175
|
May 7, 2024
|
|
IRR of benchmark is always calculated as 0
|
|
9
|
303
|
May 3, 2024
|
|
Taxonomy asset class and allocation: Y axis more than 100% (leverage)
|
|
0
|
196
|
April 21, 2024
|
|
Transaction in graph 100× larger than amounts entered
|
|
2
|
146
|
April 19, 2024
|
|
Change data series for whole dashboard
|
|
5
|
474
|
April 17, 2024
|
|
Market value is much higher than expected
|
|
17
|
307
|
April 11, 2024
|
|
Printing Reports
|
|
2
|
312
|
April 2, 2024
|
|
Portfolio Turnover Rate
|
|
1
|
221
|
March 29, 2024
|
|
Statement of Assets: filter per view
|
|
2
|
396
|
March 27, 2024
|
|
Simple Moving Average only considers number of data points and ignores dates
|
|
2
|
141
|
March 21, 2024
|
|
Missing data in Payments
|
|
6
|
177
|
March 12, 2024
|
|
Some reports show wrong currency
|
|
4
|
144
|
March 4, 2024
|
|
Capital Gain % Widget
|
|
2
|
221
|
March 1, 2024
|