Some features I am missing from InvestEngine

General
1

Dear InvestEngine team,

There are a few features/capabilities that I am missing from IE:

  • in specie transfers (inbound/outbound to avoid corporate/capital gain/tax)
  • add support for mutual funds so that I can invest in excellent funds such as FTSE Global All Cap Index Fund or provide a tool that let us replicate mutual funds with ETFs (Interactive Brokers already provides this capability), maybe even at lower cost than the original fund :slight_smile:
  • add support for factional portfolio weights up to 1 or 2 decimal points as full percentages aren’t flexible enough
  • add a feature to let investors configure rebalancing frequency, thresholds etc

Keep up the great work!

Kind regards,

Daniel

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2

Some of these are already on our internal roadmap (can’t give dates yet unfortunately). There are also a couple of new ones were going to take a look at! :slight_smile:

Thanks for the feedback @daniel.gartmann

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