Hi, can you add a total for all ISA’s and GIA’s . The total currently only shows all of the accounts total. This would be useful to monitor the different pots I have within the ISA section compared to manually adding them.
Hey @Whatsup! Thank you for your query. May I please check with you the suggestion, to see if I understand correctly. You would like to see in your account the total of ISA portfolios you hold? As well with the GIAs?
Yes. You only show the value of each “pot” in the ISA but not the total ISA amount.
Similarly for the GIA , each pot has a value but not a total.
Thank you for submitting this suggestion to InvestEngine.
I have passed on your proposal to the Development Team, who will consider adding this feature to our Product Roadmap.
See here What’s on your Product Roadmap?
+1 for this please.
It’s now impossible to see at a glance how GIA is performing since transferring pension, so much so, I’m considering transferring either pension or general investments out of investengine.
I agree - how does this not exist already?
Seems mad that we can’t just see our total ISA or SIPP value at a glance. Having to run a report for this is just so tedious. (If trading 212 open a SIPP I’d consider that instead as I can’t get over this poor dashboard
)