All ideas

Currently the only option to change the view of the payment history is to sort on the column headings. If you are looking for payments on a particular offering, you need to first sort based on the name, and then page through many results to find t...

this will be good for tax planning

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...

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...

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...

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.

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 ...

Add filters. The more, the better. Here are some for starters: loan duration, judicial/non-judicial/mixed, loan amount, state, interest rate.

Provide a way for investors to filer the current offerings by different search criteria, such as by State, by LTV ratio range, by Earned Income, by developer credit score etc.

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...