[mchenier]

Really nice! I like it a lot. One feature I miss there from my spreadsheet is the ability to track and get updated investment values automatically. I mean, it could be great to have a way to specify the number of stock for each investment account, the cost basis and then, have live record of the investment values. At the same time, it would give a better idea of capital gain tax implication.

[scubakid]

I've had a few people suggest something like this in the past, and if it's not on changemap already feel free to add an item for it. I'm still trying to work out if it would be useful enough to implement though, i.e. if people would actually use it, and if it really offers enough improvement over entering balance updates the current way. I guess it depends on how often you're adding to / changing positions. Also, are you in the camp where you would want to see an optional account linking feature in the future? Or is that something you'd steer clear of?

[mchenier]

Thanks for replying. I am definitely in the camp of the no account linking feature. In fact, more in the camp where I don’t want to provide credentials to connect to bank institutions.

[scubakid]

Sure thing, and that's good to know! I suppose the ease of entering your positions also greatly depends on how many you have. Maybe supporting some kind of format to import from would help there.