One thing I noticed in the transactions page, that might be able to fix/improve.
With the introduction of the Cash account, dividend payments for portfolios managed by IE no longer show up as a “Dividend” type of transaction, believe they used to?
Rather they now show up as “Portfolio Transfer out” and “Portfolio Transfer in” as the funds move to the cash account.
It means a quick sort by type “Dividends & Payments” will not include dividends from those managed accounts, and sorting by “Portfolio Transfers” shows those entries but also includes all purchases made with funds from the cash account; so not useful.
Anyway to fix so all dividend or company payments across the entire account are listed when filtering for “Dividends & Payments”. That way a quick glance can see income across a selected date range from all portfolios.
Hsinhai