Feature Requests

It would be great to be able to pick a charting default rather than it being log

Can I import Option trades to my portfolio I am trying to import my portfolio from E*Trade I only have Option trades, can you import them? it looks like it uploads CSV ok and let me choose relevant columns but when I submit I do not get any ting in the final table.

Can you please add the instrument type exposure graph to reports and have it be a pie or bar, depending on if it's comparative or not? Like the asset allocation one.

The Fee Comparison Table in Reports has no sorting logic, so the largest fee-bearing positions can be hidden in the other category. Please sort the tables by Annual Fees or Weight.

Show Net and Gross Performance in Reports

in model portfolio it should be possible to run short positions by inputting negative % allocations. (should be fine to assume all shorts are GC). additionally model portfolios should also have leverage enabled. (gross and net % greater than 100%)

Not sure if any plans in the works to add alerts for price above and below but I for one would love to have this addition. Might allow me to replace MarketSmith.

I would like to be able to sync my portfolio from IBKR.

AI chat to get summary of transcripts and earnings.

Ability to add short interest from 'x' months ago to watchlist column. 1,3,6 month options would be great. The data is available in graph format, but it is easier to consume in tabular format.