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Brokers: hide closed accounts, show cash in holdings, and search the broker list

Feedback and ideasStarted by @turbo1 reply

Founding memberIdea makerBug hunter

  1. 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" or "hidden" status, as the Wallet accounts have.

  2. Show cash in the broker's portfolio view. Cash is part of what I hold in a broker. Today it only appears under Activity → "Cash at brokers", which took me a long time to find. Please show the available cash at the bottom of the broker's holdings, with its weight in the total.

  3. Search in the broker selector. With many brokers, the selector in Portfolio needs a search box.

Posted

1 reply

  1. Staff

    Two of the three are being worked on now:

    • Search in the broker picker, for when the list is long.
    • Cash in Holdings: a cash line under the table, with its share of what you hold there, so you no longer have to find it under Activity.

    Closing brokers: agreed, imported histories make this obvious. Brokers do not have a closed state yet the way accounts do, and they appear in many places (every import, moves, deposits, the pickers), so it needs a few decisions first, such as what happens to a broker that still holds cash. We will look into it.

    I will post here when the first two are live.

    Posted

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