Skip to Main Content
Upright Roadmap
ADD A NEW IDEA

All ideas

Showing 22 of 22

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 2 months ago in Reporting & Data 0 New

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

Filter Investment offerings by different criteria.

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.
R J 8 months ago in Accredited Investor Services / Invest With Upright Offerings 0 Considering

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 about 1 year 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 about 1 year 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

Page size on the investor dashboard should be sticky

When viewing investments, they are presented in a paged list. The default page size is 25. Changing the page size to greater value does not stick and is reset to the default each time you revisit the investor dashboard. Making it stick as a user s...
Mark Marlow about 1 year ago in Accredited Investor Services / Desktop Experience & Interface 0 For Future Consideration

Overall Performance Dashboard

Upright overall performance metrics - total, pay on time, default, etc. Account overall performance metrics
Lawrence Sutton 8 months ago in Accredited Investor Services / Reporting & Data 0 Considering

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 about 1 year ago in Accredited Investor Services / Desktop Experience & Interface / Reporting & Data 0 For Future Consideration

about-the-redeveloper page should present past due information

Please describe your idea/enhancement. Add row to "Active" loans "Payments Past Due" to indicate if any of their loans were or are past due at any time during the life cycle of the loan. Add row to "Repaid" loans section "Payments Past Due" to ind...
Mark Marlow about 1 year ago in Account & Portfolio Management / Accredited Investor Services 0 Considering