Suggestions

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Assets asigned by Ticker i.e. stock, bonds, mutual funds

When adding a stock fund, or market traded fund being able to look up the ticker and assign it. This would also be good for asset allocation.

12 votes

Tagged as Suggestion

Suggested 22 May 2023 by user Robert Hodge

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  • 22 May 2023 Robert Hodge suggested this task

  • 23 May 2023 Kyle Nolan approved this task

  • avatar

    This would be super beneficial for day to day information when looking at ESPP / RSU. To assign a specific ticker value that updates daily.

    This would also be beneficial when setting up the vesting schedule as then it can automatically add the amount vested to net worth instead of having to update it manually.

    22 November 2023
  • avatar

    I would love to set up the RSU income stream to be shares with a ticker. Instead I just occasionally update it based on the current market value.

    06 January
  • avatar

    Completely agree, even beyond tracking ESPP & RSUs but just general AA and various ticker growth in portfolio

    22 January