Custom sources: support POST requests with a JSON body
Custom sources can only use GET. Some official price sources only answer POST. Example: a Mexican fund price service (gafplataforma.com.mx) whose price history endpoint takes a JSON body with…
Turbobulls Community
Questions, answers and ideas about Turbobulls, portfolio tracking and investing, without revealing who you are or what you own.
Feedback: Groups missing from categories importer
Small heads-up on the categories importer: it only maps the category name and note. There's no column for the category group, so groups have to be assigned by hand after the import. Not a big deal. I…
Wallet: show balances for brokers too, full account names, and the balance of the selected account
More feedback: Broker figures in the Wallet account list. The left-hand column of the Wallet shows each account's balance, but for brokers it shows the cash moved to that broker. Mixed in one list…
Brokers: hide closed accounts, show cash in holdings, and search the broker list
Close or hide empty brokers. I imported my full history, and many brokers are closed and at zero. There's no way to close, archive or hide them, so they all show up everywhere. Please add a "closed"…
Readability: small text, low contrast, and no way to make it bigger
Turbobulls is really well built and version 2.0 is a big improvement. However, during my tests I found the text small in general, and it gets worse in the secondary lines under figures, labels…
Custom assets: price history warning is misleading, and prices can only be uploaded one asset at a time
After importing my history, a warning shows: "Some rates approximate from the earliest available value - your requested date pre-dates our price history", followed by a long list of assets. The…
Can't link a Wallet transaction with a broker transaction in a different currency
I can link two Wallet transactions in different currencies as an exchange, and a Wallet transaction with a broker transaction in the same currency as a transfer. But I can't link a Wallet transaction…
Linking a price source deletes older prices, and uploading a file ends the link
On a custom asset, the Prices tab lets me either link a source through the Connector or upload a price file, but not both: Linking a source replaces every price the asset already has ("365 prices…
Asset catalog: listings without price history can be matched, and there's no way to fix or re-source them
During the Portfolio Performance import, the review offered two matches for one of my assets (ISIN US09175A2069): the US listing in USD and a EUR listing found by its ISIN. I hold the EUR listing, so…
0 replies0 helpfulAsset allocation: classification that works for funds and ETFs, and tags in allocation
Editable classification with weights. A fund or ETF can be bonds, stocks or mixed, and it can cover a region (global, developed markets) or several countries. Today an asset gets one country, one…
0 replies0 helpfulAssets: re-match a security, symbol changes, price provider, and partially supported markets
Re-match a security after import. In the import review I matched an ETF to the right ticker but the wrong listing (wrong currency and exchange). That listing has no prices, and there's no way to…
0 replies0 helpfulInterest, fees and losses at broker level, and performance for cash-only brokers (lending, crowdfunding)
Several of my brokers are P2P lending and crowdfunding platforms. I hold cash there, not securities. I imported them from Portfolio Performance: interest came in as "broker income", and defaults and…
0 replies0 helpfulPortfolio Performance import: market-data dividends duplicate mine, and valid dividends are left out
I'm importing my full history with the Portfolio Performance importer ("All transactions" JSON). My file already has every dividend I received. I found two problems: 1. 521 extra dividends "from…
0 replies0 helpfulPortfolio Performance import: unwanted market-data dividends, and valid dividends left out
I'm importing my full history with the Portfolio Performance importer ("All transactions" JSON). My file already has every dividend I received (1,263 in one broker alone). I found two problems: 1…
0 replies0 helpfulTurbobulls 2.0 is here, and a lot of it started in this community
Turbobulls 2.0 is live. Every page is redesigned around how you actually use the app, and a good part of what changed began right here, in your threads. From your threads: Payees, with renaming…
Yet another collection of suggestions
Hi again! Here's a new round of feedback/suggestions after using Turbobulls more, mostly about imports and navigating transactions, plus a few possible bugs. 💬 Community website View/filter for…
Which broker import should we support next?
You know the part where you download the file from your broker, and then sit there matching columns one by one, every month? That's the bit we want to take off you. We're trying to cover as many…
Greetings and congratulations on this application.
Hello! It is a very good and useful app for everything I do regarding investments and finance. Congratulations and thank you for it!
Export Portfolio Assets
Hi there! 👋 I’d like to propose another feature, let's see what the team and community thinks. The ability to export the current Portfolio Assets (aggregated holdings) into a CSV, Excel, PDF file or…
Errors in investment import (portfolio transactions) via csv
I am trying to import my investment account transactions using the generic csv file, everything correclty mapped, but Turbobulls doesn't let me. Getting 147 errors: Asset is empty for selected asset…
A humble collection of suggestions for improvement and possible bugs
Hi! I've been using Turbobulls more extensively over the last weeks (now became PRO!) and wanted to share some feedback. Most of it is workflow improvements that I think would make portfolio and cash…
Category grouping (or subcategories)
Currently Turbobulls supports only one level of categorization (categories). There is no way to group them or organize them. Some people (not me) use the 50/30/20 budgeting style which groups 50% in…
- Help and problems[deleted user]
Confusion about workspaces
Hi, I am new and started my trial. I have confusion of workspaces, can you explain more? Are they completely separated? Not sure if I understand. I want to see my financial picture in one place but…
2 replies0 helpfulLast reply Reports and better visualization of data
I would like to see more functionality for the cash flow portion of Turbobulls. For example: - Income and expense report for specific periods and with categories I need - Spending by category - for…
Payees
Coming from another specialized personal finance software I was shocked to find out that there is no dedicated "payee" column in the "wallet" section. I would want to know how much I paid to certain…
Brokers and accounts
It is confusing to have accounts in one place, and brokers in another. An investing account is just an account type. Currently it is completely separated and should be created as a "broker". But a…
Import of investments with custom assets
I want to import an investment account with 26 custom assets. It is a "unit link" product, but the "units" are not publicly traded (they are "funds" created and managed by the insurer). I mapped…
CSV import: transfers between accounts
I want to upload a few months worth of transactions into Turbobulls. Normal transactions can be imported (except the payee as per my other thread). However there is no way to import transfers between…
Categories are not being imported in csv uploads (Wallet Transactions)
I am trying Turbobulls and importing a test account with only 15 transactions. I mapped Category to the correct column in the CSV, however categories are not being imported. Every transaction is…
Active window when importing csvs (new broker or account)
When importing a new account, I need to add the "new broker" however the pop up to add the new broker opens behind the active area and can't be added (screenshot - please note that the broker name I…
