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Permit basic account data (e.g. dollar value of all investments) to be collected with a secure third-party aggregator

Many discount brokerage firms, and other personal finance-oriented firms, have an aggregator feature that, once set up, displays and updates financial account values from accounts held by the client at multiple institutions. So, when I log onto Sc...
Guest 12 days ago in Reporting & Data 0 New

YTD interest earned instead of total earned

this will be good for tax planning

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...

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...

Allow option to reinvest Horizon fund distributions automatically.

This is commonly available with mutual funds. It would save time for investors who just want to put their profits back into the same fund.
Guest about 2 months ago in Funds Due To Investors 0 New

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 ...

Loan offerings should be filterable

Add filters. The more, the better. Here are some for starters: loan duration, judicial/non-judicial/mixed, loan amount, state, interest rate.
Mark Marlow about 1 year ago in  0

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...
Guest 11 months ago in Account & Portfolio Management / Accredited Investor Services / Invest With Upright Offerings 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 12 months ago in Account & Portfolio Management / Accredited Investor Services / Reporting & Data 0 For Future Consideration

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 about 1 year ago in Accredited Investor Services / Reporting & Data 0