Portfolio - Move Holdings across portfolios

Stock Detail Page Comprehensive Peer comparison

Allow export of mutual fund screener data in csv/xlsx

Error messages while importing portfolio file in PDF or XLS format ....please help

Goal based portfolio

I want to create a goal based portfolio where i don’t want to add cash initially and just want to add trades so that i can track my portfolio. For portfolios i don’t want to add cash, just add trades only.

.ETALS/ COMMODITIES

Precious metals (Gold and Silver) in Pakistan are of 2 types and both have different rates. Raw (local) Gold 24K Piece (Bar) Gold 24K Raw (local) Silver 24K Piece (Bar) Silver 24K

Allow filtering by fund rating at mutual funds comparison screen

At leaderboard, fund name sometimes doesnt appear

At leaderboard, fund name sometimes doesnt appear. Check this: https://finhisaab.com/mutual-funds/leaderboard?fundType=money-market&period=5Y Refer to these 4 tiles where fund name isnt being shown.

SCREEN SAVE

pl add option to save screen here

Portfolio - Mutual Funds Transactions Import from statements

Portfolio - Trades Edit

Problem: a trade needs to be deleted and add back instead of allowing to Edit

Portfolio - Fixed Income Asset Class Support like Term deposits, National savings, NPC etc

Feature request: Plz add BEL (back end load) to mutual funds screener

Feature request: Plz add BEL (back end load) to mutual funds screener

Pre 2020 dated transactions

I have multiple portfolios and I am trying to upload data for the portfolio which has transactions since 2009 onwards. How do we add Pre 2020 trades so it shows correct return profile such as XIRR and other returns. Even if we cant upload, we should be able to upload transactions manually on older dates. If dividends/rights/splits cant be synced on auto, we can do it manually , but the option should be there I would like to really appreciate what you have done. This is what i was looking for, Great work.

EXPORT CSV OF PORTFOLIO DATA

EXPORT CSV OF PORTFOLIO DATA

Graph indicators visualization

Hey! In portfolio value graph, can you show when we invest, when dividends received, when withdrew amount with small indicators for better visualization of a portfolio.

Portfolio - Stocks Trade Import Auto Sync through email forwarding

Portfolio - Cash Transactions Edit

Problem: a cash transaction need to be deleted and add back instead of allowing to Edit

Portfolio - Live Portfolio valuation during market hours

Stocks Performance Leaderboard

New feature in stock performance calculator

It is really a helpful tool to research a stocks past trends and performance. But it would really be helpful to also have a END DATE in addition to start date. Like if I want to check how it performed in 2024. Then end date in right now automatically latest date. And the specific dates of 2024 cannot be viewed in such a big graph. As the data is already there so this feature wood be appreciated.

Incorporate SST in the trade costs

Stocks Watchlist

Notifications System

price alerts