Some features I am missing from InvestEngine

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,



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

1 Like