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Monthly PDF Statements

Please describe your idea. It is standard practice for all financial platforms to offer a PDF download of monthly statements that reflect the current balance (value) and holdings for an account. How will this idea help you? Reporting and portfolio...
Guest about 2 months ago in Account & Portfolio Management / Invest With Upright Offerings / Loans Offerings / Reporting & Data 0 For Future Consideration

Add a search filter to the Offering page to allow to filter by credit score, location, etc

Please describe your idea/enhancement. The Browse Offering page https://invest.app.upright.us/deals currently is just a flat list and does not include any type of search filter. It would be helpful to be have a search by criteria, including credit...
Guest 3 months ago in Account & Portfolio Management / Accredited Investor Services 0 Considering

YTD interest earned instead of total earned

this will be good for tax planning

Provide access to PPM before I send money

Currently, the system only provides access to PPM after you make a financial commitment. If i decide not to sign the PPM, It takes 5 days or so to get the money back. Better would be a way to read the PPM before committing capital. This could be e...

TurboTax tax form import

Please describe your idea/enhancement. TurboTax allows to automatically import tax forms from multiple institutions, like Wells Fargo, Fidelity, etc. How will this idea help you? This will save time and avoid manual entry errors. Who will it benef...
Guest 3 months ago in Accredited Investor Services / Desktop Experience & Interface / Reporting & Data 0 For Future Consideration

Split investment funding with available wallet balance + rest with your connected bank/wire

Please describe your idea/enhancement. Being able to use my current balance $ in my wallet plus the remaining investment amount from my saved bank account. For example on a $5K investment - say you have 2K in your Upright wallet this feature will ...

Alert when a projects funding get to below the minimum $5K amount invested but still needs funds to be completed

Please describe your idea/enhancement. To have an alert when funds get below the minimum $5K amount that will notify you. To finish out funding for projects, when they get to 99% funded. How will this idea help you? Help use funds that are just si...

Add cash flow chart showing 24 months of cash flow from TTM to FTM

Investor Dashboard should have a chart that shows the investor's trailing twelve months (TTM) of cash flow to current day, and future twelve months (FTM) of anticipated cash flow based on current investments. Extra credit if chart include current ...
Mark Marlow 6 months ago in Borrower Services / Reporting & Data 0 Considering

CRITICAL: Better bulk reporting!

Please describe your idea. Ability to run reports and analysis of projections vs actuals performance, cashflow, etc How will this idea help you? Saves me from having to track everything in gsheets simultaneously so that I can better track performa...
Charlie Mackey about 2 months ago in Account & Portfolio Management / Borrower Services / Loans Offerings / Reporting & Data 0 For Future Consideration

Add API interface to investment offerings and investor data

Please describe your idea/enhancement. provide REST API to query current offering my investor information (current, past investments). How will this idea help you? Allow me to query investment opportunities using my own search criteria and preferr...
Mark Marlow 4 months ago in Account & Portfolio Management / Accredited Investor Services 0 For Future Consideration