Roadmap

Main Feature Request

Crypto integration

Currency

• Allow for selection of currency

• Allow for detection of currency

Scheduled tasks

• Scheduled balance updates

  • PCT based (Funds allocated to stocks on PCT based, i.e. 20PCT on Stock Y)

  • Absolute based (Funds allocated by amount, i.e. £2000 on Stock X)

Other features

• Warning not to check your stock price

• Email ‘un-balanced’ alerts

• Email rebalance deadline

• Configurable Stock weighting algorithm

• Stock pipeline

Technical Roadmap

• Portfolio ID definition

• Total field in "stockhistory" - Done

Account manager User type

• A user who manages other user portfolios.

Proposition Integration

• Share the decisioning proposition functionality.

  • Investments actions/strategies as propositions

    • Example,

      1. Buy

      2. Sell

      3. Hold

      4. Add to portfolio

      5. Drop from portfolio