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Feature Requests

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[Integrations] Daily Automated Sync of Integrations
I want to connect the integration and have the accounts updated every day, automatically.
6
·

in progress

[AI] LLM Summaries of Earnings Call Transcripts
AI chat to get summary of transcripts and earnings.
7
·

in progress

[CP] Support Custom Data via CSV Upload
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.
3
·

in progress

[Reports] Upside/Downside Capture in Reports
Add upside and downside capture to both model portfolio's new statement tools.
3
·

in progress

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