Feature Requests

Tax Optimization Planned
Customer November 10, 2023 14:46 Edited

0 votes 0 comments
Set a tax budget Planned
Customer November 06, 2023 23:18 Edited

0 votes 0 comments
Customizable PDF reports Planned
Customer November 06, 2023 21:58

1 vote 0 comments
Customize reports on design page Planned
Customer November 10, 2023 14:50 Edited

1 vote 2 comments
Custom Monitoring Planned
Customer November 10, 2023 14:52 Edited

0 votes 0 comments
Guided Rebalance Constraints Need More Clarity Planned
Customer November 10, 2023 14:54 Edited

0 votes 0 comments
Add button that says 'Create Model' on portfolio design homepage. Planned
Customer November 10, 2023 14:53 Edited

0 votes 0 comments
View $ and % at the same time on the asset allocation chart Planned
Customer November 10, 2023 14:54 Edited

0 votes 0 comments
Add realized gains / losses when making changes to a proposal Planned
Customer November 10, 2023 14:56 Edited

0 votes 0 comments
Clearer Asset / Ticker search Planned
Customer November 10, 2023 15:40 Edited

0 votes 0 comments
'Snoozing' Monitors Planned
Customer November 06, 2023 20:35

0 votes 0 comments
DCA Workflows Planned
Customer November 06, 2023 20:33

0 votes 0 comments
"Horizontal" Rebalance Planned
Customer November 06, 2023 20:04

1 vote 0 comments
Bulk Trade Export Planned
Customer November 06, 2023 20:01

0 votes 0 comments
User Notes Planned
Customer November 06, 2023 19:59

0 votes 0 comments
Prospecting Planned
Customer November 06, 2023 21:52 Edited

0 votes 1 comment
Locking Assets for Rebalancing Planned
Mckenna Gray November 10, 2023 14:58 Edited

1 vote 0 comments
Custom Scenarios Planned
Mckenna Gray November 06, 2023 23:55 Edited

0 votes 0 comments

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