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Description
adding a Exchange rate to the Import field.
When uploading my CSV from Trading212 i have to pay Exchange rate due to turning my £ into $
0
2
Display buy / sell moments on stock price chart
Similarly how Revolut shows it + for new buys, - for sells.
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3
Add dark mode
an option for dark mode in settings :)
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4
High dividend CEF Statistics
Like to see high dividend CEF’s that hold their value over time. CEF’s that basically stay within a certain percentage of their overall value from purchase date.
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2
Multi-factor authentication
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4
Trading212 broker integration
Enable to sync with Trading212 broker
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11
Fundermentals & Metrics
As well as dividends I would like to compare stocks by different metrics including Price CAGR, FCF/share, FCF yield, FCF Margin, ROIC, CROIC, Rev CAGR, Net Income CAGR, Dividend CAGR, ROIC CAGR etc.
3
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planned
4
Grouping of holdings based on currency
For the custom grouping of holdings, I would like to see grouping by currency of the holdings.
0
2
Add Trading 212 to the Possible Link your Portfolio options
Portfolio linking with Trading 212 - so I do not have to update share count every time I purchase which will be adding x number of new shares to the portfolio over over 20 holdings so is a lot of maintenance
1
2
Estimated/Projected Ex/Pay Date on Calendar for Undeclared Dividends
It would be helpful to have an estimated ex-dividend date and pay date added to the calendar for tickers that have not yet officially declared their next dividend. I envision these entries appearing in a different color to indicate that they are only projections until the official dates are available. On the Dividends tab, you already provide estimated payouts which is helpful for forecasting. It should be possible to estimate the next ex-dividend and pay dates by looking at the dates recorded in previous declarations and calculating some kind of average (using the last 3 or 4 declarations would make a reasonable estimate in my opinion). For my own estimates, I usually add about 4 weeks (28 calendar days) to the last ex-date and pay date when a dividend is paid monthly, for example. It doesn't have to be perfect, and of course this calendar entry would be replaced with "real dates" as soon as the dividends are declared.
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3
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