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Customised Investment

Feature Request

The current investment module can only track portfolios with formal stock tickers. It would be very helpful to allow users to create manual investment items within an investment portfolio.

This can serve the purposes of: 1) tracking investment items which don’t have tickers (like US T-bills); 2) tracking pension funds etc which are not traded in the public market.

Otherwise we are “forced” to keep these items under the “Bank/Asset” segment, then the calculation of investment performance, FIRE etc are not correct.

Posted by pxzjnm ·
3 comments

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Comments3

  • dmytro_sv

    Team•

    Oct 1

    How do you expect to track the price of such custom tickers? I can only think of manual price updates by the user. So it would all be scoped per user: the custom security's ticker, its price updates, events like dividends, etc.

    If you have seen this flow implemented elsewhere, could you please share a reference so I won't reinvent the wheel? 🙂

    • pxzjnm

      •

      Oct 1

      Yes. It can be all managed/updated by the user. Very basic functions can already be helpful.

      I haven’t seen a similar flow in the modern solutions yet - most of them are quite similar to what you implement now. But in the “good old days” when using Microsoft Money and Quicken, they did allow manual creation and update of investment items.

      • dmytro_sv

        Team•

        Oct 1

        Okie, thanks for the details. It’s indeed a very helpful feature, I kinda need it for myself too, and some other users already requested it for crypto. Just was out of priorities due to lack of votes, but I’ll see the combined votes of all related tickets to reprioritize 👍