Recent activity
- Last hour
@turbo replied in Custom sources: support POST requests with a JSON body
Thanks. It answers without being logged in: in my tests, this exact POST with no cookies and no session returns the price history as JSON. Only a GET to the same address redirects to the login page…Feedback and ideasFounding memberIdea makerBug hunter- Last 24 hours
@holdmybeta replied in Wallet: show balances for brokers too, full account names, and the balance of the selected account
All four points are being worked on now: Clicking a broker in the Wallet will show only the money moved between your accounts and that broker, the way clicking an account shows that account. A…Feedback and ideasStaff@holdmybeta replied in Custom assets: price history warning is misleading, and prices can only be uploaded one asset at a time
Thank you, all three points are fair, and two of them are being worked on now: Your own assets get a note of their own. Instead of "pre-dates our price history", it will say they have no prices…@holdmybeta replied in Can't link a Wallet transaction with a broker transaction in a different currency
You are right that these do not link today, and that is on purpose. A Wallet row holds one amount in its own currency, so the app cannot tell what arrived at the broker in the other currency. Rather…Help and problemsStaff@holdmybeta replied in Linking a price source deletes older prices, and uploading a file ends the link
You are right on both counts, and your case shows the problem well: a history from 2011 and a source from 2018 should not have to choose between being right and being current. Two things we will look…@turbo started 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…Feedback and ideasFounding memberIdea makerBug hunter@turbo started 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…Help and problemsFounding memberIdea makerBug hunter@turbo started 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…Help and problemsFounding memberIdea makerBug hunter@turbo started 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…Feedback and ideasFounding memberIdea makerBug hunter@turbo started 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…Feedback and ideasFounding memberIdea makerBug hunter@turbo started 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…Help and problemsFounding memberIdea makerBug hunter@turbo started 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…Feedback and ideasFounding memberIdea makerBug hunter@turbo started Asset 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…Feedback and ideasFounding memberIdea makerBug hunter@turbo started Assets: 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…Feedback and ideasFounding memberIdea makerBug hunter@turbo started Interest, 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…Feedback and ideasFounding memberIdea makerBug hunter@turbo started 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"…Feedback and ideasFounding memberIdea makerBug hunter@turbo started Portfolio 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…Help and problemsFounding memberIdea makerBug hunter@turbo started Portfolio 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…Help and problemsFounding memberIdea makerBug hunter- This week
@turbo started 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…Feedback and ideasFounding memberIdea maker@thepatientvisigoth replied in Yet another collection of suggestions
Oh jeeez! This 2.0 upgrade looks amazing! 🙌 Kudos for the great work. I can't wait to explore all the new stuff in here. Cheers 🚀🐂 teamFeedback and ideasFounding memberIdea makerBroker scoutBug hunter
