Investment Tab Upgrades

adizzlefoto Member
edited December 2022 in Feature Requests
I came from another company in search of a place that has it all - great budgeting AND a way to track investments.
The investment tab is a bit lacking here -  I don't know if its a glitch with mine, but I can only see the accounts, the holding names, shares held, and the amounts in each accounts. Not to say the other company was 100 in investment tracking, but I'm hoping you can combine both wonderful worlds better here.

I'd like to see:
1) For our accounts, let us know what our individual returns are for our holdings. Like 10% return over the past year, but the ability to change to see 5 year, 10 year, since inception.

2) Would be great to have another tab where we can have "watch list" type tracking too. So, not what we currently own, but ones we are just watching.
Would also love the graphs of the changes as described above in 3).

3) list the expense ratio for each holding!

That's all I can think of right now.

[edited to remove duplicate Ideas]
9 votes

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