I’ve just moved over my ISA and SIPP from Vanguard (smooth and easy, thanks!) BUT the thing I miss from Vanguard is when I logged in their dashboard my total investments also had a subsection with total for ISA and total for Pension, with individual returns also. In the invest engine dashboard it lumps everything together as a single figure, and nowhere can I see where to get the total Pension figure, for example. The only way to calculate the total value for my pension is to get a calculator out and add up all the portfolios!
PLEASE can we have a separate total at the top of the dashboard for SIPPS and ISAs. I’d imagine this is super-easy to implement, and I think it’s going to drive me mad having to add things up on a calculator like it’s 1980 every time I want to see how my ISA or pension is doing individually
Or if I’m being blind and there is this option somewhere, how do I find it? Thanks in advance!
Hi Iain - no mine doesn’t total the whole ISA, it just lists every portfolio individually (i’ll screenshot mine too) Then there is a total at the top but that is adding everything whether it’s the SIPP, ISA or cash, so no way to see the individual totals without literally using my calculator! Very old school, lol.
The ISA actually took much longer than the SIPP which surprised me - I thought it would speed things up to sell the Vanguard funds that Invest Engine didn’t offer, but in end the ETFs I had left with Vanguard which InvestEngine also offer transferred within two weeks but then the cash took another 2 weeks to turn up, so quite strange but about a month overall.
The SIPP only took about a week! I was really surprised how quick that happened.
hope someone from Invest Engine sees this, I think it would be such a simple thing to implement - a little box that lets us see totals individually for each section.
And then which account you want it for - if you have more than 1 portfolio set up in your ISA for instance these are then listed below the shown options.
