Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
0
votes
Group mutual fund positions as holdings within a single brokerage account
When a brokerage or mutual fund provider (such as Oakmark Funds) holds multiple fund positions under a single account login, Piere currently displays each position as a separate account. It would be more intuitive to show these as individual holdings within one parent account, similar to how a brokerage statement groups positions under a single account number. This would reduce visual clutter and make it easier to track the total value of a single investment relationship at a glance.
Top Requests
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- difference in amount between pending and confirmed transaction 177 Votes
- Multi Currency 161 Votes
- Upcoming bill amounts and due dates for linked credit accounts 114 Votes