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@turbo

  • JoinedOct 2026
  • Threads25
  • Replies5
  1. Last hour

  2. 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 ideas
  3. Last 24 hours

  4. 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 ideas

  5. 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 problems

  6. 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 problems

  7. 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 ideas

  8. 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 ideas

  9. 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 problems

  10. 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 ideas

  11. 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 ideas

  12. 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 ideas

  13. 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 ideas

  14. 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 ideas

  15. 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 problems

  16. 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 problems
  17. This week

  18. 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 ideas

  19. Replied in Turbobulls 2.0 is here, and a lot of it started in this community

    Congratulations on Turbobulls 2.0. It is so much better in many ways. Appreciate a lot you taking feedback from the community.
    General1 helpful
  20. Earlier

  21. Replied in Errors in investment import (portfolio transactions) via csv

    I have an excel file with my information. I don't usually download csvs from brokers. I have also a historic account statement I got from an insurance company in pdf. All of that are custom assets…
    Help and problems

  22. Started 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…
    Feedback and ideas

  23. Started 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…
    Feedback and ideas

  24. Started 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…
    Help and problems

  25. Started 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…
    Feedback and ideas1 helpful

  26. Replied in Payees

    I understand this is major but I think that payees are important part of any personal finance software. Hope you consider them carefully. Also with some sort of basic "payee management" (for example…
    Feedback and ideas

  27. Replied in Categories are not being imported in csv uploads (Wallet Transactions)

    Thanks, just to clarify, they are also not importing even after I created them. Will wait for 2.0
    Help and problems

  28. Started 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…
    Feedback and ideas1 helpful

  29. Started 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…
    Feedback and ideas

  30. Started 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…
    Help and problems1 image

  31. Started Bulk delete categories

    When setting up Turbobulls there are categories already in the app. While they can be deleted, it is only possible to do it one by one and not in bulk. It would be nice if you could add the option to…
    Feedback and ideas

  32. Started 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…
    Help and problems1 helpful

  33. Started 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…
    Feedback and ideas

  34. Started CSV import for historical quotes

    I am trying Turbobulls and importing my current portfolio. However, I do have custom / manual assets such as bonds, I also have some stocks and funds on markets not yet supported by Turbobulls so…
    Feedback and ideas2 helpful