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!
1
vote
Monthly investment summary – track total invested vs. target each month
It would be useful to have a dashboard or report section dedicated to investment activity, showing:
– Total amount invested each month (across all investment accounts)
– A configurable monthly investment target
– A clear indicator of whether the target was met for each month
This would help users stay on track with their investing goals over time, similar to how budget tracking works for spending. A visual summary (e.g., bar chart or progress indicator per month) would make it easy to spot trends and gaps at a glance.
Yuval Shuminer shared this idea