Reporting & Data

Investors are close to going to local law firms due to no response to their money being tied up not receiving payments or updates. Update people if there is an issue, don't hide from it.

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...

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...

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/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...

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 ...

Upright overall performance metrics - total, pay on time, default, etc. Account overall performance metrics

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...