Little Suggestions

Add subtotals for each of the different categories to the app home page

ISA - £
General - £
Pension - £

Handy if you’ve got multiple portfolios in each :+1:

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Hi, thank you for your feedback. I will raise your proposal to our Development team to consider adding it to our Roadmap. Do not hesitate to contact us in case of any other suggestions.

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Also, if its possible to link accounts to see consolidate view (read-only is fine; like Vanguard has.). Its good for seeing the entire family’s portfolio, without logging into multiple accounts.

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Still having to undertake mental arithmetic to establish how much of my Total Balance I can access and/or how much is pension

Just add a subtotal alongside the sub-headings for crying out loud :+1:

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Hi @tomj782, thanks for pointing this out. I’ll forward your comments to the team so they can take a look.

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