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project home for https://multifol.io/ -- tools to plan Annual Savings and Track your Portfolio
Apache License 2.0
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By tax type: missing cost basis on some of investments in account, how to show?
#114
rrelyea
opened
1 year ago
1
Store asset info separate from holdings
#113
rrelyea
opened
1 year ago
0
Improve Ticker lookup functionality (asset type? expense ratio? name?)
#112
rrelyea
opened
1 year ago
1
When narrow width, show fewer decimals, and abbreviate to thousand
#111
rrelyea
closed
1 year ago
1
Balance and ticker, the price update wipes out balance
#110
rrelyea
closed
1 year ago
1
Move apikey to http headers
#109
rrelyea
opened
1 year ago
0
Track balance over time
#108
rrelyea
opened
1 year ago
1
/portfolio-review - account grouping/order and investment order
#107
rrelyea
closed
1 year ago
2
improve stock/fund lookup and other portfolio review feedback
#106
rrelyea
opened
1 year ago
0
warn about TLH wash sales risk
#105
rrelyea
opened
1 year ago
0
Enable 529 tracking in portfolio tracker?
#104
rrelyea
closed
1 year ago
2
security review bogle.tools (local storage, xss, and beyond)
#103
rrelyea
opened
1 year ago
1
Link to asset allocation advice
#102
rrelyea
closed
1 year ago
1
Tax efficient placement
#101
rrelyea
opened
1 year ago
1
Tickerless funds or unpublished tickers
#100
rrelyea
opened
1 year ago
1
Create portfolio view by custodian
#99
rrelyea
closed
1 year ago
1
make saving better or tell users better
#98
rrelyea
closed
1 year ago
1
show progress of quote updating. (animation?)
#97
rrelyea
closed
1 year ago
0
also store quote updates outside of familyData
#96
rrelyea
opened
1 year ago
0
percent change should be green or red
#95
rrelyea
closed
1 year ago
0
Import fidelity csv doesn't handle apostrophe in account name well
#94
rrelyea
opened
1 year ago
0
/portfolio should always show complete $ amount
#93
rrelyea
closed
1 year ago
0
Prioritized investments to sell?
#92
rrelyea
opened
1 year ago
1
Retirement expense projection examples
#91
rrelyea
opened
1 year ago
0
Use life expectancy
#90
rrelyea
opened
1 year ago
0
add rebalance feature
#89
rrelyea
opened
1 year ago
2
flag individual stocks > 5% (or similar)
#88
rrelyea
closed
1 year ago
1
wave 2
#87
rrelyea
closed
1 year ago
41
collect some retirement info
#86
rrelyea
opened
1 year ago
0
Import social security xml file?
#85
rrelyea
opened
1 year ago
0
Import cost basis, where available
#84
rrelyea
closed
1 year ago
1
use share quantity and cost basis, now that it is imported
#83
rrelyea
closed
1 year ago
0
handle accounts/investments with small $ amounts
#82
rrelyea
closed
1 year ago
2
add bond tracking?
#81
rrelyea
opened
1 year ago
1
TD Ameritrade file - csv format, but with .xls extension
#80
rrelyea
closed
1 year ago
1
support CSV import from original vanguard mutual fund accounts
#79
rrelyea
closed
1 year ago
2
Import csv from public.com (apex)
#78
rrelyea
closed
1 year ago
1
Big Feature: show Asset Allocation for portfolio
#77
rrelyea
closed
1 year ago
3
handle roth advice better as you get close to limit
#76
rrelyea
opened
1 year ago
0
add commas after editing a number and losing focus
#75
rrelyea
opened
1 year ago
0
save then load benefit entry info for an employer doesn't keep that data
#74
rrelyea
closed
1 year ago
0
get rid of suggested tasks for bogle-tools org
#73
rrelyea
closed
1 year ago
0
Scenario of collaborating on a portfolio review
#72
rrelyea
opened
1 year ago
2
use portfolio desired allocations as default AA when you navigate to 3fund perf page
#71
rrelyea
opened
1 year ago
0
help apply percentages to total of a portfolio
#70
rrelyea
opened
1 year ago
1
validate Age data field (and likely others)
#69
rrelyea
closed
1 year ago
0
how to deal with Person 2?
#68
rrelyea
opened
1 year ago
0
HSA catchup shouldn't show unless HDHP account, and one person has HSA...
#67
rrelyea
closed
1 year ago
0
deleting an account scrolls to top of page
#66
rrelyea
closed
1 year ago
1
start automated test suite
#65
rrelyea
opened
1 year ago
0
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