All ideas

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.

this will be good for tax planning

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...

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.

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...

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...

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...

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.